Capital allocation
A public route into DFM analysis for investors, family offices, private equity, venture capital, asset owners and investment committees assessing how strategic priorities reshape defence and dual-use investability.
Core question: Which companies, technologies and industrial positions become strategically relevant because they align with allied capability needs, public funding and procurement demand?
Financial products and distribution
A route for ETF issuers, asset managers, index providers, banks, brokers, private-credit platforms, wealth channels and research providers building serious defence and strategic-autonomy products.
Core question: How can financial supply-side actors build products, indices, research and client narratives around defence without relying on generic defence-stock baskets?
Industrial positioning
A route for companies that need to understand how their products, technologies, supply-chain roles and partnerships map onto allied defence demand, EU/NATO priorities and investor relevance.
Core question: How can a company understand whether its technology, industrial role or supply-chain position is becoming strategically relevant?
Regulation and deal execution
A route for legal counsel, M&A advisors, compliance teams and regulatory specialists working on eligibility, ownership, export-control, FDI, procurement and funding constraints.
Core question: Which rules, eligibility constraints and public-policy conditions shape access, valuation and deal execution in European defence and dual-use markets?
Public demand
A route for public institutions, procurement actors, audit bodies, think tanks, policy teams and public-affairs professionals tracking how strategic priorities become programmes, capability demand and industrial consequences.
Core question: How do allied strategic priorities turn into procurement demand, capability programmes, industrial requirements and funding flows?
Research to capability
A route for research organisations, universities, TTOs, laboratories, clusters and deep-tech companies assessing how scientific work becomes dual-use relevance, funding opportunity and industrial capability.
Core question: Which research and deep-tech areas can become strategically relevant when they connect to capability gaps, dual-use pathways and public funding?