PROJECT 38: What investor concerns say about the federal market

This episode of Project 38 brings together two minds that have different ways of looking at the government contracting landscape but they both represent a critical stakeholder: the investor.

Representing investors that mainly focus on public companies is Jon Raviv, an equity research analyst for Citigroup. The private investor’s point-of-view comes courtesy of Mark Frantz, co-founder and general partner at growth stage investment firm Blue Delta Capital Partners.

On the agenda of the discussion moderated by Senior Staff Writer Ross Wilkers: just how optimistic (or realistic) should we be about the market’s overall health amid renewed budget and deficit chatter whilst the pandemic continues, macroeconomic factors that must be considered in gauging how the sector is fairing, and of course the overall M&A deal landscape.

(NOTE: This episode was recorded March 4. Since then, the latest stimulus package has been signed into law and extends the current CARES Act reimbursements for contractors through Sept. 30. And yes, more M&A deals have been announced.)

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