About us

About us

Who We Are

Blake Road Capital is led by veterans of the military, intelligence, and finance communities—united by an unwavering commitment to safeguarding our nation’s security.

We deliver capital, sector-specific insights, and strategic guidance to firms advancing national security priorities across defense, intelligence, and critical technologies.

Our focus is the overlooked lower-to-middle market of federal contractors—where deal sizes may be smaller, but the impact is outsized.

As larger funds move upstream, we fill the gap—empowering emerging government contractors to grow, acquire, and innovate at mission speed.

Our approach

Approach We Take

At Blake Road Capital, we back the builders of next-generation national security capabilities.

With deep roots in the defense, intelligence, and technology communities, we invest in companies advancing AI, autonomy, cybersecurity, software, data analytics, robotics, infrastructure and other mission-critical technologies—because in today’s world, “keyboard” and “knowledge” capabilities are as critical to national defense as traditional weapons systems.

We seek companies with:

  • Strong momentum — new and growing government contract backlogs
  • Platform potential — opportunities for value creation via buy-and-build or bolt-on acquisitions
  • Dual-use upside — technologies applicable across government and commercial markets

Core Values

Values we follow

These core values guide every decision we make, ensuring that our services not only meet but exceed the expectations of our clients, helping them to achieve their mission-critical projects with confidence and support.

Innovation

We rethink lending for government contractors—crafting flexible, growth-ready capital solutions tailored to complex, evolving needs.

Integrity

We lead with honesty. Clear terms, no surprises—just long-term trust built on transparency.

Adaptability

Federal markets shift fast. We stay nimble, aligning our capital to your mission’s tempo.

Empowerment

We’re more than capital providers—we’re partners. We equip clients with insights and support to fuel lasting independence and scale.

Community

We back the businesses that strengthen local economies and national security. When they thrive, we all benefit.

Collaboration

From capital to connections, we work shoulder to shoulder with our clients—building partnerships that go beyond the balance sheet.

Investments

Investment Criteria & Availability

Investment Criteria

  • $2M–$15M+ EBITDA
  • Preference for Operator-Led businesses—especially those led by Military or Federal Agency veterans
  • Focus on Defense, Energy, Intelligence and National Security sectors
  • Strong potential to scale talent pipelines—including training and upskilling future employees from the military, federal agencies, or aligned private sector roles

 

Investment Availability

  • 3.0X to 4.0X EBITDA
  • “Clean Capital” – No Warrants, No Pre-Payment Penalties or Success Fees