Aerospace and defense M&A landscape is undergoing significant changes, driven by factors such as higher interest rates and geopolitical shifts. Recent multibillion-dollar deals in the space industry indicate potential opportunities for strategic buyers, growth investors, and consolidators. The space industry is experiencing reduced funding, with SpaceX driving down launch costs significantly. The emergence of LEOs as a national security priority and the focus on lunar and deep space exploration are also emphasized, with significant investments from entities like the US Space Development Agency and the European Space Agency.

Aerospace and Defense M&A Shifts