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ricardo gomez acebo

T3 · host / generalist

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.

19 calls·19 names·47% bull·last heard 3 months ago·SeedRocket TV
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$BOOSTERBoosterposition

Booster (Egeste Broker & ATS) is Imperion's most important investment with operating partner embedded

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.

SeedRocket TV2026-05→
2ndhigh conviction
$IMPERION-FUNDImperion Fundposition

Imperion Fund: 150M EUR defense fund targeting supply chain companies tied to specific state programs

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.

SeedRocket TV2026-05→
3rdhigh conviction
$KKRKKR

KKR alongside Carlyle leading PE buyout wave in mature US defense industrial base

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.

SeedRocket TV2026-05→

most discussed · click a bar to filter

recurring themes

19 total
$KKR
···
KKR
HIGHricardo gomez acebo·SeedRocket TV·3 months ago
KKR alongside Carlyle leading PE buyout wave in mature US defense industrial base
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.
"Private equity que compran. Carlyle, KKR eh pues sobre todo fondos de medio mercado."
41:30
$INDRA
···
Indra Sistemas
MEDricardo gomez acebo·SeedRocket TV·3 months ago
Indra acquiring capabilities to accelerate defense positioning as Spanish prime contractor
Indra is actively making acquisitions to build defense capabilities faster than organic development, positioning itself as a key prime contractor in Spain's defense industrial base.
"primes como Indra que estamos viendo pues que hacen adquisiciones para capacitarse eh más rápido que no que no hacerlo inhouse."
41:10
$RHM.DE
···
Rheinmetall
MEDricardo gomez acebo·SeedRocket TV·3 months ago
Rheinmetall cited as potential pan-European tank champion in consolidation debate
Rheinmetall represents the German industrial champion that could consolidate European tank production, but political sovereignty barriers prevent true cross-border rationalization.
"¿Lo hace Rheinmetall y entonces los franceses tienen que dejar de hacer el Leclerc?"
45:00
$LATOUR-CAPITAL
Latour Capital
MEDricardo gomez acebo·SeedRocket TV·3 months ago
Latour Capital: ex-Thales president leading French defense fund with industrial stakeholder approach
Latour Capital mirrors Imperion's model — industrial veterans engaging directly with ministries and primes on program strategy, not just financial engineering.
"Son fondos, pues, con una vocación más industrial, como nosotros, con vocación de ser stakeholders, de hablar de programas, de Oye, si si tengo que ir al ministerio y hablar con l…"
42:30
$LMT
···
Lockheed Martin
HIGHricardo gomez acebo·SeedRocket TV·3 months ago
Lockheed Martin captures majority of Spanish frigate value via Aegis radar and mission systems
Despite Navantia building the hulls, most frigate costs flow to Lockheed Martin for Aegis radar, mission systems and integration — illustrating US dominance in high-value defense subsystems.
"las fragatas nuestras, las F-100, las F-110, llevan un el sistema de combate es americano... el sistema Aegis es americano... si tú analizas analizas los costes reales línea por l…"
50:00
$NAVANTIA
Navantia
MEDricardo gomez acebo·SeedRocket TV·3 months ago
Navantia: Spanish state-owned shipbuilder with world-class integration capability for frigates
Navantia's strength is integration of complex systems (lockheed Aegis, local supply chain) — a defensible capability the fund targets in supply chain positioning.
"Navantia tiene una capacidad de integración increíblemente buena, es por lo que es más más conocida, de hecho."
50:10
$GODSPEED
Godspeed
MEDricardo gomez acebo·SeedRocket TV·3 months ago
Godspeed: $1B US defense fund executing buy-and-build with advisor network leverage
Godspeed's rapid $1B raise and buy-and-build model using advisor networks to multiply deal access represents the emerging US playbook of PE-led defense consolidation.
"un fondo que se llama Godspeed, que es relativamente nuevo, pero que ya han levantado cerca de 1.000 millones de dólares. Hacen, pues, hacen mucho buy and build."
39:40
$BLUE-DELTA
Blue Delta
MEDricardo gomez acebo·SeedRocket TV·3 months ago
Blue Delta: US defense fund modeling small-to-large program progression for portfolio companies
Blue Delta's strategy of positioning small companies in small US programs then helping them graduate to major programs provides a replicable model for program-based defense investing, though US program structure differs from Europe.
"Blue Delta lo que hace es se posiciona en empresas pequeñas y les ayuda a posicionarse en esos programas pequeños y les ayuda a dar el salto a los programas grandes y luego vende."
39:00
$MAD-LIONS
Mad Lions
MEDricardo gomez acebo·SeedRocket TV·3 months ago
Mad Lions: profitable esports brand sold to OverActive Media — growth expectations later collapsed
Despite profitability and strong non-endemic sponsors (SEAT, HP, Warner Music), Mad Lions faced audience fragmentation (LatAm heavy) and growth deceleration, leading to sector-wide desinflation by 2022.
"en Mad Lions, que post adquisición de OverActive Media era la marca para todos los negocio europeo, éramos plenamente rentables... pero las expectativas de crecimiento no eran las…"
4:10
$HO.PA
···
Thales
MEDricardo gomez acebo·SeedRocket TV·3 months ago
Ex-Thales president launching Latour Capital fund with industrial stakeholder model
Former Thales president backing Latour Capital signals experienced industrial leadership entering defense investing with a program-focused, government-friendly approach similar to Imperion.
"Latour Capital que es pues, un expresidente de de Thales, la megaempresa francesa... que está montando con otros socios y que cuando considero que lo están haciendo muy bien, su p…"
42:10