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M&A · Maritime intelligence

Windward acquires Azimut.ai to add maritime optical sensing

The maritime intelligence company's first step into ground and ship-based sensors supports its aim to place proprietary cameras at maritime chokepoints.

Windward announced its acquisition of maritime visual intelligence company Azimut.ai on Nov. 3, 2026, adding an optical sensing layer to its platform. The deal marks Windward's first step into ground and ship-based sensors.1

Windward aims to place cameras at chokepoints

Windward announced Nov. 3, 2026 the acquisition of Azimut.ai

cameras at chokepointsaims to place cameras at chokepointsplanned

Windward aims to place cameras at chokepoints and fuse visual identifications with its existing datasets for government and commercial customers

intended for vessel analytics

The system gives customers no raw images or video and is intended for vessel analytics, not identifying individuals

Source: Windward, Nov. 3, 2026

Sources
TGOs tgos.io

Windward aims to place cameras at maritime chokepoints and key thoroughfares, expanding into proprietary sensing alongside the multiple data sources its platform already combines.1

The company says not every vessel transmits, and some signals used in maritime intelligence can be switched off, obscured by weather or jammed. It says the added optical layer identifies and fingerprints vessels in real time at chokepoints and ports, including vessels that go dark to evade detection.1

The system provides customers with no raw images or video footage and is intended to analyze vessel activity, not identify or verify individuals.1

The announcement does not disclose the price or other terms, including closing conditions, or name a customer using the Azimut.ai sensors.1

Windward says it combines visual identifications from its own sensing assets with ownership, sanctions, cargo and behavioral data to produce assessments for government and commercial customers.1

Sources (1)
  1. Windward, "Windward Expands into Maritime Visual Intelligence with Acquisition of Azimut.ai," Nov. 3, 2026 windward.ai
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M&A

T3 Defense buys KeepZone to expand homeland security sales

The acquisition closed Nov. 4 for $1,539,800 in stock, plus a potential cash earn-out. T3 plans to sell its subsidiaries’ products through KeepZone’s channels.

T3 Defense completed its acquisition of homeland security distributor and integrator KeepZone AI from Nexera Technologies on Nov. 4, issuing 425,594 common shares for all of KeepZone’s stock.1–2

T3 Defense completed the KeepZone acquisition

November 4, 2026

common shares425,594actual

issuing 425,594 common shares for all KeepZone shares

KeepZone’s sales channelsintroduce its subsidiaries’ productsplanned

T3 Defense intends to use KeepZone’s sales channels to introduce its subsidiaries’ products alongside KeepZone’s existing portfolio

T3 Defense Form 8-K, Nov. 6, 2026; company release, Oct. 27, 2026

Sources
TGOs tgos.io

The purchase adds a sales channel to T3, which focuses on manufacturers in areas such as drones, counter-drone systems and tactical robotics.2–3 T3 intends to introduce its subsidiaries’ products through KeepZone alongside the distributor’s existing portfolio.3

KeepZone has several non-exclusive reseller agreements and markets a multi-vendor portfolio covering screening, surveillance, counter-drone technology, AI analytics and unmanned aerial systems.2–3 Its offerings include partner products and its proprietary VocentraAI voice-analysis platform.3

An amendment signed on the closing date increased the stock purchase price to $1,539,800.1 The original agreement, dated Oct. 26, set the price at $1 million.2

The stock payment is accompanied by a potential cash earn-out.1–2 T3’s announcement described that earn-out as 50% of KeepZone’s standalone net profit over the 24 months after closing. The cash payout is capped at $5 million.3

T3 expects KeepZone to become its dedicated homeland security marketing, sales and business development platform. The company expects the platform to extend T3’s commercial reach to critical infrastructure, law enforcement, public safety and border security customers in Israel and international markets.3

Sources (3)
  1. T3 Defense Form 8-K, Nov. 6, 2026 (event Nov. 4) www.sec.gov
  2. T3 Defense Form 8-K, Oct. 27, 2026 www.sec.gov
  3. T3 Defense press release, Oct. 27, 2026 www.sec.gov
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M&A

LightPath keeps its former China unit as a supplier for five years

The divested unit will keep supplying LightPath's commercial business, with the markup LightPath pays rising as the buyer pays off the $4.5 million purchase price.

Optics and imaging supplier LightPath Technologies closed the sale of its Zhenjiang, China, subsidiary to Hengtu Optical Technology on Oct. 30, 2026.1–2 It announced the closing Nov. 5.1

The markup rises with each $1 million of principal the buyer pays

LightPath closed the sale of its Zhenjiang subsidiary

After closingcost plus 10%planned

During the five-year Exclusive Supply Term the subsidiary keeps supplying LightPath, at cost plus 10% after closing

Upon full payment of the principalcost plus 30%contingent

Upon full payment of the principal the supply price is fixed at cost plus 30%

Source: LightPath Forms 8-K, July 23 and November 5, 2026. As of November 5, 2026.

Sources
TGOs tgos.io

The subsidiary will continue supplying LightPath for five years, becoming a third-party vendor for products serving LightPath's commercial customers in the U.S. and Europe.2–3 The agreement links what LightPath pays for those products to the buyer's progress in paying for the business.3

The $4.5 million cash purchase price is due in full within five years of closing. The buyer must pay at least $500,000 annually, plus financing interest equal to 4% of the principal amount of each installment.3

LightPath initially pays cost plus 10% for products from the unit. The markup rises with each $1 million of principal paid and is fixed at cost plus 30% when the principal is paid in full.3

The unit's revenue from third-party customers, excluding LightPath, averaged approximately $4.5 million annually. That average covers fiscal 2025 and 2026; this revenue leaves LightPath's consolidated results following closing.2

LightPath president and chief executive officer Sam Rubin said defense primes and public safety agencies want to know where their optics are made and who owns the facilities. He said the company believes its manufacturing footprint positions it well for programs requiring non-China sourcing.2

The sale ends LightPath's ownership of its China operations while preserving a supply relationship for its commercial business.2 Collecting the purchase price and maintaining that supply depend on the buyer's performance; LightPath identifies failure to meet payment or supply obligations as a risk.2–3

Sources (3)
  1. LightPath: Form 8-K, Nov. 5, 2026 www.sec.gov
  2. LightPath: Completes Divestiture of China Operations (Exhibit 99.1, Nov. 5, 2026) www.sec.gov
  3. LightPath: Form 8-K, July 23, 2026 www.sec.gov
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