Focused on Aerospace & Defense Investing and Value Creation

We invest in differentiated aerospace & defense companies and partner with their management teams and our investors to drive transformational value creation.

About Us

At Redondo Capital, we believe a successful investment starts with a successful relationship built on mutual trust and shared values. These values include a cultural fit and enjoyment of working together combined with a shared passion for the aerospace & defense industries that are critical to modern life and global security. From there, we seek companies at an inflection point where we can support the team in unlocking their next level of growth and the strengthening of their position in the aerospace & defense markets they serve.

Industries

AEROSPACE & DEFENSE

We primarily focus on mainstream markets within the aerospace & defense industries.

Advanced Materials (Composites, Polymers, Ceramics, etc.)

Aftermarket Parts & Distribution

Defense Electronics & Services

Engineered Components & Systems

Machined Components

MRO & Aviation Services

Specialty Processing

INDUSTRIAL TECHNOLOGY

Secondarily, and in line with shared characteristics of our aerospace & defense focus, we invest in industrial technology, which we define as manufacturing with an element of real or “de facto” IP.

Engineered Components & Systems

Investment Criteria

Revenue

$10M to $200M

Target Company Size

EBITDA $3M - $30M

Geography (HQ)

US & Canada

Enterprise Value

Up to $250M

Add-Ons

Any Size or Geography

Equity Checks

$5M - $100M

Transaction Types

  • Control or Minority
  • Partner with other PE or Independent Sponsers
  • Carveouts
  • Sponsor Exit or Recap
  • Founder/Family Owned

Target Company Characteristics

Ability to be supportive in achieving a transformational value inflection
Real or “de facto” IP or proprietary processes/ knowledge
Committed and enthusiastic management (owner/CEO transition is OK)
Accretive M&A story
Favorable long-term industry tailwinds
Mature business offerings/consistently profitable

Founder

Francis Tran

Founder & Managing Partner

Francis has been an active dealmaker in the A&D industry for over 15 years with widely recognized subject matter expertise in aerospace & defense. He has led many of the defining transactions that have shaped the subsectors in which Redondo Capital invests, including but not limited to component manufacturing, machining, advanced materials and aftermarket / MRO. He previously led the Global Aerospace & Defense practice at Lincoln International and has helped owners maximize a range of strategic exit opportunities, including corporations reshaping their portfolios, retiring business owners, and private equity firms looking to realize strong returns in a favorable market. He holds a Master of Business Administration from the UCLA Anderson School of Management and dual Bachelor degrees from the University of California, Berkeley.