About This Fund
Since its founding in 1999, Arlington Capital Partners has carved out a specialty in investing in companies operating in regulated, mission‑critical industries such as defence, aerospace, government services and healthcare IT. With Fund VII, the firm builds on its legacy by raising an unprecedented US$6 billion in commitments—a marked increase over its prior fund—demonstrating the strength of investor conviction around structural trends in national security, supply‑chain reshoring, and government‑technology modernization. Fund VII will deploy capital into platform investments across sectors including manufacturing and supply‑chain resiliency, mission‑critical government software, next‑generation defence technologies, cybersecurity, commercial aviation, advanced medical devices and healthcare IT. The fund aims to partner with management teams in companies with strong regulatory barriers, recurring government demand, and defensible business models, leveraging Arlington’s domain expertise in regulated markets. The geographic focus is principally in the U.S. and allied markets, consistent with the firm’s strategy of backing companies operating in the context of rising defence budgets and national‑security imperatives. By targeting assets in sectors with high certainty of long‑term demand and regulatory anchoring, the fund seeks to generate attractive returns while also aligning with public‑policy tailwinds. From a financial‑characteristics perspective the fund is targeting middle‑market companies—investments are expected to be in companies with enterprise values typically in the range of US$50 million to US$1 billion, and equity investments (platform check sizes) in the ballpark of US$200 million to US$500 million.