Defence

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Overview

We provide sector-focused insights to support private capital deployment decisions in European defence markets, analysing industry opportunities across the $2.7 trillion global defence sector, transaction structures for complex regulatory environments, evolving ESG frameworks for responsible defence investment, and macroeconomic factors driving sustained European defence spending growth.

At a strategic level, we provide insights on the full range of deployment considerations, from ESG compatibility and fund structuring to secure transaction execution to help investors navigate complex, multi-jurisdictional regulatory regimes.

Defence insights

June 2025

Rethinking European defence: Executing transactions amidst regulatory complexity

In part 3 of our defence series, we examine the regulatory hurdles and deal complexities private capital funds must navigate to execute defence investments successfully.

June 2025

Rethinking European defence: ESG framework evolution and fund structuring

In part 2 of our defence series, we look at how private capital funds and institutional investors are structuring defence investments to align with ESG concerns and stakeholder expectations.

June 2025

Rethinking European defence: Market dynamics and sector opportunities

In part 1 of our defence series, we explore why private capital funds are rethinking defence – from geopolitical risk to strategic opportunity – with a focus on key European market dynamics.