Defence · Portfolio growth assessment
Which of your companies could grow in defence?
If you own or oversee several businesses: a consistent view of which holdings have relevant capabilities, how a defence route would fit each business, and the capital, timing and management questions to settle before the growth discussion.
Canada first. Allied companies and supply chains are included within an agreed scope.
Discuss your projectWhat you receive ↓See the deliverable ↓What you’re deciding
Where a defence growth discussion is worth having.
Which holdings have relevant capabilities
Each business assessed on the same framework: what it does, what a defence customer could use, and how strong the evidence is. Holdings already supplying defence, holdings that could diversify into it and holdings with no credible route on the available evidence are sorted apart.
How a defence route fits the existing business
Potential customers, growth routes and the operational gaps, compared across the portfolio so the strongest cases stand out for the right reasons.
What to investigate next
Where a route would need partnerships or acquisitions, and the capital, timing and management-capacity questions to take to management and into diligence.
The engagement
What you receive, and what you provide.
- What we look at
- Current business models, capability fit, potential customers, growth routes, operational gaps and the need for partnerships or acquisitions, compared on an agreed framework.
- What you receive
- A portfolio capability map, a scorecard per company, opportunity hypotheses and the questions on capital, timing, management capacity and diligence.
- What you provide
- The holdings in scope, the question the assessment serves, the criteria to compare on, and the company information you can share. Internal operating or financial data changes the depth of the analysis and needs an agreed handling arrangement.
- Where to start
- A scoped assessment across an agreed set of holdings, with the framework and depth agreed before we quote.
- Then
- Further holdings, or deeper company and acquisition research on the strongest cases.
Delivered through 15Rock’s research platform and expert analysts.
Deliverable preview
One framework across the portfolio.
Every holding on the same fields, with what it would take and the question for management beside each fit.
| Holding | Current business | Potential defence route | Fit on agreed criteria | What it would take | Question for management |
|---|---|---|---|---|---|
| Example Fabrication Co. | Structural steel and heavy fabrication | Supply infrastructure and facilities work | Strong | Facility qualification; capacity planning | Which lines could be freed for defence work? |
| Example Field Services | Industrial maintenance and inspection | In-service support to an established prime contractor | Partial | Workforce certification; regional presence | Is the workforce willing to certify? |
| Example Software Ltd. | Asset-management software for utilities | Not yet clear | Unverified | Specialist review before any route is researched | Does management see a defence use case? |
| Example Transport Co. | Regional freight and warehousing | Logistics support to suppliers | Partial | A programme to anchor demand | Which suppliers are already customers? |
From question to review
How the work runs.
- 01
You
Frame the decision: the market question, the companies in view, the geography and how the research will be used.
- 02
Together
Agree the evidence and criteria: source availability, permitted inputs, assessment dimensions and the depth required.
- 03
Our platform
Research and organise: build profiles, map activities and connect public market developments to company capabilities.
- 04
Our analysts
Assess and explain: apply the agreed criteria, separate evidence from inference and document uncertainty.
- 05
You
Review the shortlist and decide what needs more research before a commercial decision.
Before you start
Four things that shape the scope.
- 01Which decision does the assessment serve: a growth plan, a decision to keep or sell a business, or a wider review of the group?
- 02Which holdings are in scope, and what may be shared about each?
- 03What criteria should the portfolio be compared on?
- 04Who will act on the findings, and in which forum?
What this is not
- Completed diligence, verified forecasts or an estimate of returns.
- A standardised or automated portfolio product; each assessment is scoped.
- Confirmation that a company is qualified to supply defence customers.
- Management or capital decisions, which stay with you and each company’s management.
Start with one question
Which of your companies deserve a defence growth discussion?
Tell us the holdings and the question behind the assessment. We’ll agree the framework and depth before quoting.