As Europe scrambles to build its military-industrial capabilities, sector dealmaking is on the rise. Here we explore how foreign investors are shaping their strategies to navigate sweeping reforms of regulatory frameworks that are happening in parallel.
The defense sector has been one of the brightest spots for European dealmaking in the face of recent market headwinds. The war in Ukraine, escalating geopolitical tensions and the fraying of the U.S. security support that has protected Europe since the Second World War has exposed the fragility of EU military capabilities and galvanized political will to address capacity gaps.
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