Aerospace and defense ecosystems are entering a period defined by long-horizon capability, orbital competition, and the convergence of commercial and national interests. As space infrastructure expands and technology cycles accelerate, leadership teams must understand how geopolitics, capital, and emerging platforms realign the balance of power — and what that means for where they invest, partner, and build resilience.

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Organizations increasingly face exposure across satellite constellations, launch corridors, supply chains, and the regulatory landscapes governing them. Yet the signals beneath these shifts — from dual-use technology to state-backed investment logic — require context to interpret. Decisions made today shape future access to orbit, communications resilience, intelligence capability, and national competitiveness.

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We help clients frame these dynamics clearly. From assessing geopolitical risk across orbital assets to understanding the implications of commercial satellite strategy, emerging concepts like space-based compute infrastructure, and launch-market economics, we bring structure to decisions that span policy, capital, and technological convergence. Our work equips leadership with the foresight needed to position in markets where commercial innovation and defense capability increasingly overlap.