Fighter jet silhouetted inside a lit maintenance hangar at night
Mission thesis

Active thesis · Tier-2 / Tier-3 mission hardware

A partner who understands quals, primes, and what your certifications are worth.

Emko partners with aerospace and defense suppliers behind the primes — aerostructures, electronics, precision machining, and specialty materials — where AS9100, ITAR, and program history are the moat, not buzzwords on a teaser.

AerostructuresDefense ElectronicsComponentsSpecialty Materials

01 — Why Emko

We've already invested in this supply chain.

A&D transactions turn on qualified-supplier status, multi-year backlogs, and relationships with primes that can't be reconstituted overnight. Through Solestra and related work, we already operate in that world — so diligence stays focused, credible, and respectful of the programs you support.

P/01

Your legacy

  • We protect the name you've built with primes and customers
  • Your team, your certifications, your standards — preserved
  • Flexible structures: full sale, majority, or recapitalization
  • Owners stay involved as long as it's right for them
P/02

Your sector

  • 100% focused on industrial manufacturing
  • Aerospace, defense, naval, and marine systems
  • Aerostructures, electronics, components, materials
  • Engineered, mission-critical products and services
P/03

Your business

  • $0–10M EBITDA
  • $10–100M revenue
  • Family-owned, succession plans, complex carve-outs
  • Healthy & growing or underperforming
  • Certainty to close — investing out of committed funds

02 — Where we invest

Mission-critical hardware suppliers, not broad industrials.

We concentrate on Tier-2 and Tier-3 businesses with real A&D content — structures, electronics and optics, munitions-adjacent components, specialty materials, and precision machining tied to flying or fielded platforms.

01FAA · DFARS

Aerostructures & Assemblies

Engineered aerostructures and complex assemblies for commercial and defense platforms.

02ITAR

Defense Electronics & Optics

Defense electronics, sensors, and precision optics for mission-critical systems.

03Tier 2

Ground Vehicle & Munitions

Components for ground-vehicle, weapons, and munitions programs.

04Mil-Spec

Specialty Materials & Coatings

Specialty materials, coatings, and processes qualified to military specifications.

05AS9100

Precision Machining

Tight-tolerance machining for flight-critical and defense hardware.

06MRO

Maintenance, Repair & Overhaul

Aftermarket MRO and sustainment work tied to long program lifecycles.

03 — By the numbers

The Emko Capital portfolio.

Platforms

05across the portfolio

Transactions

15+completed to date

Years Investing

09operating since 2017

Employees Supported

1000+across the platform

Sq/ft Manufacturing

800K+production capacity

04 — For owners

We've sat in your chair.

Most of our partners have built and run manufacturing businesses themselves. We know what it feels like to weigh decades of work against what comes next — for your family, your team, and the prime contractors and programs who depend on you.

Every conversation is confidential, direct, and free of investment-bank theater.

Have a confidential conversation →
  1. Deep experience with aerospace, defense, and naval supply chains — primes and Tier 2/3 suppliers
  2. We speak AS9100, ITAR, DFARS, and qualified-supplier language fluently
  3. A team of engineers, operators and entrepreneurs — not just financiers
  4. Real experience with family-business complexity and corporate carve-outs
  5. Focused on doing right by sellers, employees, and the programs you support
  6. Certainty to close — investing out of committed funds, not searching for capital

05 — What to expect

A process built for owners, not bankers.

01

Confidential conversation

A direct call with a partner — no analysts, no decks. We listen, you decide if we should keep talking.

02

Indication of value

Within 2–3 weeks of receiving basic financials, we share a clear, written view on value and structure.

03

Diligence done right

Focused, respectful diligence run by our team — not outsourced. We protect your customers, certifications and clearances throughout.

04

Closing & continuity

Funded from committed capital, certainty to close. Day one, your team, customers and programs continue uninterrupted.

07 — Engage

Confidential. Direct.

If you own a business in the aerospace & defense supply chain and are thinking about what's next, send a note. Every message reaches a partner — usually with a reply within 48 hours.

Philadelphia, PAinfo@emkocapital.com
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