AboutShieldGroup
Shield Group was formed in response to observing the current trends and new technologies rapidly changing how weapons are made and used. The shift revealed both challenges and investment potential in the global arms industry. Shield Group aims to capture opportunity and drive innovation.
An Industry in Need of Revitalization
Defense and munitions supply chains face worldwide challenges. Production capacity cannot meet current demand due to aging infrastructure and fragmented supply networks. These factors collectively restrict the defense industry’s ability to respond effectively to global requirements.
A Disciplined, Yet Disruptive Approach
Through strategic investment, Shield Group intends to design, construct, and operate state-of-art production, manufacturing, and research facilities. Shield Group believes this infrastructure will place Shield Group in the attractive position to help supply the global government and military small arms market as well as the burgeoning commercial market across North America and beyond.
Advisory Board
Strategic Investment
Shield Group’s Segment Teams focus on investment and operations aggregated to provide diversified, risk-adjusted total returns over varying term duration.
01
SG| Core
Shield Group Core specializes in building and operating real assets with a focus on firearms, ammunition, energetics, manufacturing, and logistics. Based in North America, SG | Core manages domestic assets while also designing, constructing, and operating international facilities through strategic joint ventures.
02
SG| RD&I
Shield Group Research, Development, and Innovation is focused on investing in global Defense|Munitions companies and dual use technology research and development. SG | RD&I utilizes proprietary deal flow as well as a network of globally recognized defense laboratories as fund sub-advisors.
03
SG| Private
Shield Group Private focuses on defense and munitions private equity and credit investments including growth capital, sector consolidation, value-add opportunities, and levered control stakes in more mature companies.
04
SG| Capital
Shield Group Capital concentrates on the active asset management of capital reserves in Shield Group’s captive insurance entities which are designed to ameliorate and disseminate risk associated with the Shield Group portfolio and third-party clientele.
Who Can Benefit from Shield Group
Strategic Investors:
Targeted co-investment within segments of the portfolio, broader diversification and/or participation in innovation.
Institutions:
Insurers, endowments, pension plans, foundations and others who want diversified exposure to the asset category but lack the scale or capacity to construct their own investment platform in Defense|Munitions.
Family Offices, Co-mingled Managers, OCIOs:
Who, amid ongoing secular trends, seek exposure to an emerging, non-correlated asset category comprised of a variety of attractive investment components and return characteristics.
IRAs AND 401(K) Plans:
Seeking long term exposure to an alternative asset class without concern about fund duration.
RIAs, Wealth Advisors, and Trustees:
Who wish to offer clients the benefits of broad-based diversification, but with targeted allocations across all segments of an evolving value chain that has multiple opportunities for capturing alpha and diffusing risk.
Qualified Individual Investors:
Access to all listed here, something previously unavailable.
