The defence sector has traditionally struggled to attract investment, often clashing with private equity mandates and rising ESG pressures. That is beginning to change. A broader range of investors is now showing interest, particularly in the complex supply chains that support defence and related industries such as automotive and telecoms.
There is also a shift in focus. Investors are increasingly prioritising resilience and infrastructure within defence, rather than the more contentious offensive capabilities.
Against this backdrop, we take a high-level look at the EU’s fragmented defence market and explore how consolidation could create a more efficient, competitive sector while strengthening national security through better coordination and scale.
Download our latest guide, ‘European Defence Market: A PE Opportunity’, for in-depth insights into these market dynamics and to identify key investment areas.
Authored by James Kirby.
What do you do next?
Reach out to one of the Calash team members below, and we can arrange a confidential discussion to address your business needs and determine where we can provide the most appropriate support. We always tailor our advice and consulting solutions to our clients, seeking to integrate them into your existing business development resources at the preferred level of depth.
It all starts with a conversation to understand your objectives.
Director
i.gallow@calash.com
