Aerospace and Defense Space Infrastructure Solutions sector
Strategic acquirers, private equity (buyout funds and growth funds) firms, and valuation benchmarks for Aerospace and Defense Space Infrastructure Solutions
1.1 - About Aerospace and Defense Space Infrastructure Solutions sector
Companies in the Aerospace and Defense Space Infrastructure Solutions category design, manufacture, and operate orbital and ground systems that power the commercial space economy. They provide satellite platforms, launch access, mission operations, and space-based data and communications, enabling customers to deploy, manage, and monetize space assets. The value proposition centers on reliable access to orbit, resilient connectivity, and actionable earth observation data delivered at enterprise scale.
Typical offerings span smallsat and GEO satellite buses with payload integration, launch brokerage and rideshare services, mission operations platforms with automated scheduling, ground segment control and TT&C networks, earth observation processing pipelines with imagery cataloging, space communications via inter-satellite links and laser/Ka-band gateways, and space situational awareness and traffic management tools that track debris and conjunctions. Many vendors also support GNSS augmentation and space-based IoT connectivity for industrial telemetry.
Primary customers include government space agencies and defense organizations, commercial satellite operators, and telecom carriers pursuing space-enabled networks. These companies deliver faster time-to-orbit and payload commissioning, improved mission reliability and uptime, higher data throughput and image quality, and better situational awareness for collision avoidance and compliance. Outcomes translate to lower lifecycle costs, more predictable operations, and the ability to monetize space data services at scale.
2. Buyers in the Aerospace and Defense Space Infrastructure Solutions sector
2.1 Top strategic acquirers of Aerospace and Defense Space Infrastructure Solutions companies
Momentus
- Description: Provider of in-space infrastructure services that builds transfer and service vehicles to carry satellites and hosted payloads between orbits, offering point-to-point payload delivery as well as hosted mission support that includes orbit transfer, maintenance, attitude control, and integrated power and communications interfaces for data handling throughout the mission.
- Key Products:
- In-Space Transportation Service: Moves customer satellites from launch vehicle drop-off to desired orbits using water-plasma propulsion, cutting deployment time and costs while expanding mission flexibility
- Hosted Payload Service: Integrates customer instruments on Vigoride OSV, supplying power, communications and maneuvering so experiments operate in orbit without a dedicated spacecraft
- Orbital Service Vehicle – Vigoride: Modular spacecraft built and flown by Momentus that precisely deploys satellites in LEO with environmentally safer water propellant and can later support additional servicing missions
- In-Orbit Services & Satellite Solutions: Provides satellite buses, components, robotic assembly and refueling capabilities, supporting NASA
- DARPA and commercial missions to build and maintain large space structures.
- Company type: Private company
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- Total funding raised: $●●●m
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2.2 - Strategic buyer groups for Aerospace and Defense Space Infrastructure Solutions sector
M&A buyer group 1: NewSpace
Thales
- Type: N/A
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- Description: Provider of advanced technology, equipment and service solutions across aerospace, space, transportation, defence and security markets, supplying sophisticated onboard aviation systems, civil and military satellites, rail signalling and train control solutions, electronic warfare sensors, missile systems, secure mobile communications, encryption technology and command-and-control platforms.
- Key Products:
- FlytCare: Turnkey maintenance service supporting airline IFEC systems with customized spares, repairs, logistics and performance guarantees, ensuring seamless operations and high seat dispatch rates
- Network Operations Center (NOC): 24/7 Network Operations Center monitors aircraft connectivity, uses LiveConnect for real-time issue detection, coordinates with satellite providers and engineers to rapidly restore committed service levels
- Cybersecurity Operations Center (CSOC): Centralized Cybersecurity Operations Center delivers threat intelligence, dashboards, vulnerability management, log archiving and automated response, ensuring continuous detection, prevention and rapid mitigation of cyber incidents
- Aircraft Technical Services (ATS): Aircraft Technical Services deliver on-wing line maintenance, system checks, cabin sweeps and performance planning to maximize ground time usage and minimize passenger disruption.
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●● companies3. Investors and private equity firms in Aerospace and Defense Space Infrastructure Solutions sector
3.1 - Buyout funds in the Aerospace and Defense Space Infrastructure Solutions sector
2.2 - Strategic buyer groups for Aerospace and Defense Space Infrastructure Solutions sector
4 - Top valuation comps for Aerospace and Defense Space Infrastructure Solutions companies
4.2 - Public trading comparable groups for Aerospace and Defense Space Infrastructure Solutions sector
Valuation benchmark group 1: Space Infrastructure and Services Companies
Airbus Group
- Enterprise value: $●●●m
- Market Cap: $●●●m
- EV/Revenue: ●.●x
- EV/EBITDA: ●●.●x
- Description: Provider of aerospace products, services, and solutions for the commercial aircraft, helicopter, defense, and space sectors, offering innovative designs and technology for a wide range of aviation operations.
- Key Products:
- Commercial Aircraft: Passenger and cargo aircraft for global airlines
- Helicopters: Civil and military helicopters for various applications
- Defense Products: Military aircraft, satellites, and defense systems
- Space Products: Launch vehicles and space exploration systems
- Maintenance and Upgrades: Comprehensive services for aircraft maintenance, training, and technology upgrades.