The defence cash flow gap: financing growth with private capital

30 Sept 2026
Keynote Theatre
Rising defence spending is creating significant growth opportunities for defence companies. Businesses
face a funding gap as they must invest in production capacity, supply chains, technology and talent before
government contracts translate into cash flow. Private capital is being looked to as a bridge between
policy ambition and growth delivery but it is highly selective. What should you consider in building an
investment case that private capital can support?
Speakers
Antonia Fernandez
Antonia Fernandez - Ernst & Young LLP