Redwire Space Stock is Pure Play on Space Infrastructure

April 23. 2022. 6 mins read

It’s part of human nature to want to put a label on something, even when we don’t quite know how to categorize it. One of the best examples out there is Gonzo the Great, the Muppet with an unhealthy fetish for chickens. People have been asking for decades: What the hell is Gonzo? Maybe a buzzard? He’s certainly his own animal. The same applies to Redwire Space (RDW), a NewSpace company cobbled together by an investment firm through a series of rapid-fire acquisitions since March 2020. Eighteen months later, it went public through a reverse merger with a special purpose acquisition company (SPAC). We briefly profiled this Frankenstein’s monster of a company last year before the deal was completed, promising to take a closer look after the space dust had settled.

About Redwire Space Stock

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The Dr. Frankenstein in question is AE Industrial Partners, a private equity group “specializing in aerospace, defense and government services, space, power generation, and specialty industrial markets.” Originally founded as AeroEquity by a couple of guys named David and Brian Rowe, the firm rebranded in 2015 under its current moniker, with nearly $5 billion in assets under management across more than 90 deals over the last six years.

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