Bain Capital acquires SupplyOn

REDLattice CEO Andy Boyd said the cyber and intelligence technology company expects to become public and begin trading on the Nasdaq under the ticker "REDL" by the end of 2026 through its business combination with Bold Eagle Acquisition Corp. (Nasdaq: BEAG). Speaking at an IPO Edge fireside chat at Nasdaq MarketSite on Oct. 5 with Editor-in-Chief John Jannarone, Boyd positioned REDLattice as a mission-critical cyber and intelligence technology company serving U.S. and allied governments, with capabilities spanning vulnerability research, lawful intercept and intelligence collection. He said the cyber threat environment is accelerating rapidly, particularly because of AI, with adversaries becoming more sophisticated and governments needing advanced technology and specialized expertise. REDLattice sees substantial growth potential in government cybersecurity and intelligence spending, and its strategy is to expand existing customer relationships, broaden its product portfolio and pursue opportunities across the U.S. defense and intelligence ecosystem. Boyd, a former Senior Intelligence Service officer at the CIA who culminated his career there as Director of the Center for Cyber Intelligence, is also an Operating Partner at AE Industrial Partners.

Booz Allen Hamilton announced in late September 2026 that Michael D. Brasseur, a 26-year U.S. Navy veteran and former Saab Inc. Chief Strategy Officer, joined the firm as an executive vice president to lead its defense technology business and guide partnership and innovation efforts in robotics, autonomy, and AI. Brasseur was the founding Commodore of the Navy's Task Force 59, and the hire aligns Booz Allen's leadership with operational experience in fielding unmanned and AI-enabled systems for defense missions. The move follows the July 2026 expansion of the Vellox AI powered cyber defense suite, and together the two developments underline the company's ambition to shift more work toward higher margin, tech enabled offerings. Booz Allen Hamilton Holding's narrative projects $12.5 billion revenue and $758.8 million earnings by 2029, requiring 4.1% yearly revenue growth and an earnings decrease of $13.2 million from $772.0 million today, with forecasts yielding a $85.23 fair value, a 27% upside to its current price. Some of the lowest ranked analysts are more cautious, assuming only about US$12.0 billion of revenue and US$782.1 million of earnings by 2029, and worry that heavier contract risk on AI programs could blunt the benefits of hires like Brasseur.

Maris-Tech Ltd. announced it has received a pilot order for an armored vehicle situational awareness application from a leading global defense company, secured through a distributor. The pilot follows an extensive engineering and adaptation process in which Maris-Tech's Jupiter product line was adapted to meet the end customer's specific video streaming requirements for armored vehicle situational awareness. The company said the adaptations developed through this process have expanded the capabilities of its products and may also support additional applications and market opportunities across the modern battlefield. Based on estimates and forecasts provided by the end customer, successful completion of the pilot could result in significant follow-on orders over the coming years, according to the company. Chief Executive Officer Israel Bar said the pilot represents the result of a substantial engineering process focused on meeting the specific video requirements of a major defense customer, and that the capabilities developed strengthen the versatility of the Jupiter product line and expand its relevance to additional armored vehicle and battlefield applications.