Sagewind Capital’s thesis for adaptation and fast decisions

One fundamental change to how the government contracting ecosystem functions centers on technology development and fielding: all of that must happen quicker and on a different cadence than before.

Steve Lefkowitz and Raj Kanodia, co-founders and leaders of Sagewind Capital, join for this episode to shed light on how the private equity firm’s portfolio companies have responded to that government-wide push for quicker and different forms of tech development and fielding.

The handful of contractors owned by Sagewind have made technology core to their strategies and prioritize making decisions on what is often called an “OODA Loop” methodology. By Light, Sabel Systems, Sigma Defense and Tria Federal are in the Sagewind portfolio.

Lefkowitz and Kanodia also provide our Ross Wilkers their perspectives on private capital trends in GovCon, plus homework for business leaders to do before looking for an investment partner like Sagewind.

PSA: We are going on hiatus until mid-September. Keep a lookout for an announcement of our return with new episodes and conversations about the market from all angles.

DOD’s move to ‘wartime footing’ demands new contracting models

The military's acquisition reform push means 85% ready is good enough to start

Shield AI closes $1.5B Series G round and moves on acquisition

Aechelon lands Sagewind's backing

By Light acquires another simulation, training tech outfit

Sigma Defense acquires Aries Defense to boost tactical edge capabilities

Sabel Systems expands space domain work with Centil acquisition

Growth, legal and operations leadership moves across the market

WT 360: Tria Federal and its pair of priority areas