Company: SAC-UN
Filing Date: 2025-11-06
Form Type: S-1
Source: 0001213900-25-106802
Chunk: 170

Company: Safeguard Acquisition Corp.
Filing Date: 2025-11-06
Form: S-1
Chunk 170
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able systems, resilient networks, and real -timedata fusion capabilities that enable faster, more informed decision -making. This shift is accelerating the adoption of cloud -nativearchitectures, edge computing, and AI -enabledbattle management software, which together form the digital backbone of next -generationdefense operations. As the battlespace becomes more connected and contested, investment in secure, scalable, and adaptive C2 solutions is becoming a strategic imperative for advanced militaries worldwide. 109 We also see significant opportunity in munitions replenishment and industrial base revitalization. The conflict in Ukraine has exposed critical vulnerabilities in global munitions stockpiles and broader industrial base capacity, prompting the U.S. and NATO allies to invest heavily in replenishing and expanding inventories of key systems such as Javelins, Stingers, HIMARS rockets, and precision -guidedmunitions. This has triggered a wave of investment in the defense industrial base, including modernization of munitions plants through automation and digital manufacturing, capacity expansion to reduce production lead times and meet surge demand, and public -privatepartnerships to ensure supply chain resilience and innovation. In our view, these trends represent a generational opportunity for investment across the defense technology sector. As allied nations continue to prioritize readiness, deterrence, and technological superiority, we believe the sector is well -positionedfor sustained growth, with long -termdemand underpinned by both geopolitical necessity and strategic policy alignment. Government Solutions & National Security We believe the government solutions & national security sector is undergoing rapid transformation as the U.S. and its allies adapt to a new era defined by hybrid warfare, persistent cyber threats, and accelerating adversary technological capability. This evolution is driving sustained investment in cybersecurity, mission support, and digital modernization — core pillars of national resilience and operational superiority. Despite broader reductions in federal civilian consulting and discretionary spending, we anticipate that critical areas such as cybersecurity, analysis & intelligence, deployment of AI, and digital transformation will continue to receive robust funding. These investments reflect bipartisan recognition of their strategic importance to national security and defense readiness. We believe several structural growth drivers are reinforcing this momentum. The U.S. Federal Budget for fiscal year 2025 allocates over $13 billion to cybersecurity across civilian departments and agencies, reinforcing a whole -of-governmentapproach to cyber resilience. In parallel, the Federal IT budget for fiscal year 2025 exceeds $75 billion, with a significant portion directed toward secure, cloud -nativeplatforms and zero -trustarchitectures. These funding levels underscore the government’s