Research, briefings, and field notes on federal capital movement, defense procurement, and what the data actually says. From the HighGround team.
John Price joins Tyler Sweatt to break down how government demand actually shows up, where investors and operators misread it, and how to identify where real programs and real money sit.
The Army used AUSA 2025 to declare an inflection point. The more useful question is what that declaration means for vendors, investors, and program offices.
The headline is $925 billion. The real story is a dozen procurement reforms that will reshape how the Pentagon buys from commercial vendors for the next decade.
Scaling federal revenue used to require hiring a BD army. One mid-tier contractor quintupled its government book with a different playbook. Here's how it ran.
Most PE firms still diligence federal contractors the way they did in 2010. A walkthrough of what the modern version looks like, phase by phase.
Government market research spent two decades as a service. The next decade, it becomes infrastructure. What changes when federal intelligence behaves like a platform.
Commercial diligence runs on data and AI. Government diligence still runs on spreadsheets and Rolodexes. The methodology gap is now the largest source of mispriced deals.
No cadence. No fluff. Original analysis on government demand, defense procurement, and federal capital movement, sent when we have something worth reading.
For PE, VC, sell-side, BD, capture, and strategy teams covering defense.
