How we Invest
Pioneering early stage through to private equity investment into Australian Defence Industry
We address the deficit in real Australian sovereign capability that has been discussed by successive Governments, the Department and Industry. The full abilities of Australian Defence Industry can be truly realised through our investment thesis that preferences Australian companies and National Security capability development using Australian capital.
We understand and support clients in overcoming the major challenges of entering and thriving in the Defence & National Security sector, which are typically a lack of Defence Industry commercial acumen and the access to capital to enable their business to service Defence contracts. Periscope identifies companies that, with private equity or operating capital support, can outperform and be great sources of long-term capability.
Periscope connects the dots between Defence Industry enterprises and private capital to help businesses undertake transformational journeys. We believe investment in Australian Defence companies will build our sovereign capability, while keeping supply chains, jobs and profits in Australia.
If you are seeking funding please email your idea in the form of a short proposal to
pitch@periscopecapitalpartners.com.au
“The Commonwealth will explore with venture capital fund managers and other investors a pilot project to assess appetite, fund size and opportunities for investors to invest equity (or debt) in eligible Australian businesses who have developed defence capability, which is identified as a priority”
- Defence Industry Development Strategy - Action 4.4
Investment focus
The problem is urgent and the solution is straightforward
There are approximately 3,200 Sovereign Australian companies that either wholly, or in part, supply goods and services to Defence. This is both directly and/or through Primes and almost all lack institutional investment support.
What sets Periscope apart is unparalleled Defence business advisory experience the specialist team brings to every deal and transaction. Our team works to identify companies that, with private equity or operating capital support, can outperform and be great sources of long-term capability. Our investments must make a commercial return to our investors and it is through this lens that we consider where to deploy capital.
Periscope brings a unique combination of investment acumen and direct Defence Industry experience. Providing an expert-driven solution to the capital market dislocation, Periscope can enable Australian Defence Industry capability to realise its full potential
Key benefits to Australian Industry include:
Solve the ESG challenge for Australian Defence & National Security Industry companies seeking capital;
Enable better ADF/AUKUS/NATSEC capability outcomes through a unique approach and skillset;
Provide a vehicle that derisks Defence & National Security Industry investment and provides a commercial return for investors;
Open new pathways for Government, Defence and the Australian Intelligence Community to realise wants and needs;
Build Australian Industry and enable it to realise its role in a national approach to national security;
Create an investment ecosystem that encourages a variety of players to join in and go on the journey;
Creates a balanced, market driven development pathway that will ensure the best and brightest companies prosper;
Realises the Sovereign Industry Capability Priorities in a faster and more capital efficient way;
Ensures ESG is managed in an appropriate way, given Australia’s geopolitical circumstances;
All of this results in greater self-sufficiency and enables a much higher degree of local Australian sovereign capability development, assembly and Australian manufacturing than ever before;
Enables more Australian companies to grow into Defence Prime contractors;
Fixes the gap between grants and other funding and Australia’s capital markets and addresses the poor conversion rate from DIH funding into Defence contracts by creating the bridge between the two in an efficient and market aligned way;
Through a close relationship with Defence and Government, exit ramps will exist to enable great commercial technologies to be funded and fast-tracked into the hands of ADF personnel;
Takes the pressure off Government by enabling the market to do what it does best – identify and back winners;
Builds a true Sovereign Defence Industry utilising Australian investment capital; and
Creates Australian jobs in our Defence Industry.