Partner at Imperion Fund, a 150M EUR defense-focused fund. Former co-founder and business lead at Mad Lions esports (sold to OverActive Media, went public 2022). Transitioned from esports to defense investing in 2022 after Pablo Casado (former PP secretary general) and Joaquín Ortiz (25-year Ministry of Defense veteran) recruited him to build a program-driven defense investment strategy.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Booster represents the germ of the fund's strategy — a broker and ATS business where operating partner Tato is actively involved, providing direct access to defense supply chain dynamics.
The fund allocates 80% to EBITDA-positive companies in defense supply chains with visibility into 10-40 year program cycles, and 20% to startups with critical emerging capabilities; minority stakes only, fully aligned with state as customer and regulator.
KKR's active defense investing reflects the broader PE takeover of defense M&A in the US, a model European funds like Imperion, Godspeed, and Latour are now emulating.