In capital-intensive technology industries, strategy is ultimately a capital allocation decision. Production ramps consume cash, supply chains need financing and investors reward some business models far more than others. This hub examines the financial side of industrial and technology strategy.
What this area covers
- Capital allocation & portfolio
Where to invest, partner, buy or exit. - Working capital & cash
Why growth can destroy cash in a production ramp. - M&A & private capital
Consolidation, private equity and valuation. - Financing the supply chain
Who funds the suppliers everyone depends on.
Questions leaders are asking
- Why can growth destroy cash in a production ramp?
- Should primes finance their supply chains?
- How are investors valuing aerospace, defence and space businesses?
Essential analysis
Related areas
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