In this episode of Beyond Strategy, we sit down with Noah Klemm, Chief Executive Officer, and Rob Sheen, Chief Growth Officer of Redhorse Corporation, a national security and federal technology company delivering AI-driven innovation, cyber, data analytics, digital transformation, and mission execution across the national security, intelligence, and law enforcement communities.

Noah and Rob share more than three decades of combined experience at Novetta, where they had a front-row seat to one of the federal technology market’s notable growth and M&A stories. Together, they experienced Novetta’s evolution through private equity ownership, a buy-and-build strategy, its transition from Arlington Capital Partners to The Carlyle Group, and ultimately its acquisition by Accenture Federal Services. Those experiences provided lessons in leadership, integration, culture, scale, and navigating change that continue to shape how they lead today.

In 2022, Noah and Rob left for Redhorse within days of one another, stepping into newly created leadership roles and helping chart the next chapter of a founder-built company that had recently taken its first outside investment. In this conversation, they discuss why Redhorse, how they earned the trust of an existing organization without simply recreating an old playbook, and what they carried forward, and intentionally left behind, from their previous experiences.

The discussion also dives into Redhorse’s growth strategy and the balance between organic expansion, strategic acquisitions, and technology partnerships. Rob shares his perspective on identifying acquisitions that offer more than an attractive financial case, while Noah reflects on his progression from Chief Delivery Officer to President and ultimately CEO, and what changes when you move into the top seat.

You’ll also hear Noah and Rob discuss where the federal technology market is headed as AI, data, and cyberbecome increasingly important to the national security mission, the challenge of attracting and retaining scarce technical and cleared talent, and how Redhorse is working to preserve a strong, mission-focused culture while integrating acquisitions and continuing to scale.

Throughout the conversation, Noah and Rob offer candid lessons from experiencing M&A from multiple perspectives, working inside a PE-backed company, navigating a strategic acquisition and integration, and now helping lead growth and acquisitions themselves. They also share the leaders who have influenced them, advice for executives navigating their own career transitions, and their shared vision for the next phase of Redhorse.

Tune in to Beyond Strategy for a thoughtful conversation about leadership, private equity, M&A, integration, culture, technology, and what it takes to build the next chapter of a growing national security business.

In this episode of Beyond Strategy, we sit down with Kevin Kelly, Chairman and CEO of Arcfield, to discuss his remarkable journey leading two of the government contracting industry’s most notable carve-outs and growth transformations.

Kevin shares how he helped stand up both LGS Innovations and Arcfield as independent operating companies, navigating the complexities of divestitures, building leadership teams and infrastructure from the ground up, and driving long-term strategic growth in highly technical, mission-critical environments serving the U.S. intelligence community and Department of War.

The conversation explores Kevin’s leadership philosophy rooted in honesty, accountability, and mission focus, as well as how his engineering background shaped his approach to solving complex national security challenges. He also provides insight into Arcfield’s rapid evolution under Veritas Capital ownership, including investments in AI-enabled model-based systems engineering, missile defense technologies, digital engineering, and strategic acquisitions such as Rite-Solutions, Inc. to expand the company’s undersea warfare capabilities.

Listeners will also hear Kevin’s perspective on private equity partnerships, organizational transformation, M&A strategy, and the future of defense and intelligence contracting in an evolving national security landscape.

In this powerful episode of Beyond Strategy, we sit down with Alex Duan, CEO of Dynamo Technologies, a rapidly growing federal technology firm driving digital transformation and mission success through enterprise AI, applied intelligence, and software solutions.

We're also thrilled to share some exciting news: Dynamo Technologies has acquired Victory Solutions, significantly strengthening its ability to deliver mission-critical solutions at scale. This strategic acquisition expands Dynamo’s footprint across key Department of War programs of record and reinforces a shared commitment to agility, trust, and delivery excellence—while preserving the values and culture that define both organizations.