Company: SAC-UN
Filing Date: 2025-11-06
Form Type: S-1
Source: 0001213900-25-106802
Chunk: 169

Company: Safeguard Acquisition Corp.
Filing Date: 2025-11-06
Form: S-1
Chunk 169
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 increased at an approximate 8% compound annual growth rate. Historically, the DoD has prioritized programs that support homeland security however, following the most recent election cycle the DoD is also actively modernizing the U.S. approach to enduring and emerging threats which we think will drive increased growth and opportunities for companies in our targeted sectors. To that end, the current administration has outlined numerous priority areas aimed at addressing both existing and evolving national security challenges. These investments span the defense technology, government services & national security, and space industries. Defense Technology We believe the global defense technology sector is undergoing a profound transformation, driven by heightened geopolitical tensions, evolving threat landscapes, and a renewed emphasis in national security and technological superiority. These dynamics are creating a robust and sustained investment environment, particularly in the U.S. and among NATO allies, as governments prioritize defense modernization and strategic deterrence in response to a rapidly shifting global security environment. We believe that the broad adoption of next -generationdefense technology represents a foundational investment theme within the sector. The proliferation of unmanned systems — including unmanned aerial vehicles, unmanned surface vessels, and unmanned underwater vehicles — is reshaping modern warfare by enhancing intelligence, surveillance, and reconnaissance, enabling precision strikes, and improving logistics. Emerging tactics such as use of swarms, autonomous operation and attritable (one -way) drone design are increasing both the number of devices fielded and the complexity and capability of each device. Simultaneously, investment in counter -unmannedand other electronic warfare systems is accelerating as adversaries increasingly rely on those same advances in unmanned systems and continue to develop more sophisticated detection capabilities. Advanced militaries are also investing in next -generationplatforms, including sixth -generationfighter programs such as NGAD, Tempest, and FCAS, as well as hypersonic weapons and autonomous combat systems, to maintain air and space superiority. Additionally, artificial intelligence and machine learning (“AI/ML”) are becoming foundational across defense platforms, enabling autonomous operation & decision -making, predictive maintenance, and enhanced situational awareness. We believe that the modernization of command and control (“C2”) infrastructure and the integration of advanced communications and software -definedsystems represent a critical investment frontier in the defense sector. As military operations become increasingly multi -domain— spanning land, air, sea, space, and cyber — the ability to rapidly collect, process, and disseminate data across platforms and services is essential to maintaining operational superiority. Initiatives such as Joint All -DomainCommand and Control (“JADC2”) are driving demand for interoper