Private Equity is pivoting toward strategic sectors – are you ready?

Our latest survey with 47 PE professionals reveals a clear trend: Defence, Civil Nuclear, and Aeronautics are gaining momentum, driven by sovereignty, security, and energy transition imperatives.

• Defence: Most attractive sector, with >12% expected growth and strong interest in cybersecurity, AI, and drones.
• Civil Nuclear: A comeback story, fueled by energy transition and carbon neutrality goals.
• Aeronautics: Post-COVID recovery and consolidation opportunities ahead.

Yet, ESG constraints, state intervention, and exit visibility remain key challenges.

Discover the full insights and what this means for your investment strategy.