Our Advisory Services
We deliver independent strategic advisory and recognized expertise across the aerospace, defense, and security sectors, combining market intelligence with policy, industrial, and geopolitical insight. Our work spans from sector-wide assessments to highly targeted analysis, enabling decision-makers to understand risks, opportunities, and competitive dynamics.
We support clients with industrial and supply chain evaluations, peer and competitor monitoring, and event-driven briefs, while also conducting industrial due diligence, policy tracking, and regulatory intelligence. By integrating strategic, market, and political perspectives, we provide actionable guidance that connects program funding, national priorities, and industry performance.
Our approach is defined by independence, discretion, and the depth of our expertise—linking government policy, industrial bases, and corporate strategy. This allows us to help boards, investors, and leaders navigate complexity with clarity and confidence.
Consulting & Market Intelligence
We provide in-depth analysis of European aerospace, defense, and security markets, with a focus on industrial bases, supply chains, and EU/NATO policy frameworks. Our work connects program funding, national budgets, production capacity, and strategic dependencies to deliver actionable insights.
Typical questions we address:
What is the market outlook for specific segments (platforms, subsystems, space services) over the next 12–24 months?
Where are the supply chain bottlenecks (materials, components, SMEs) and how do they impact timelines and costs?
How will EU/NATO policies and funding shape industrial opportunities and risks?
Deliverables:
Sector briefs with comparable KPIs.
Competitor and partner landscape maps.
Market entry and positioning memos with options and trade-offs.
Investor & Advisor Support
We support institutional investors, proxy advisors, and consultancies with independent analysis on governance, risk, and industrial dynamics. Our services include thematic due diligence, portfolio screening, and event-driven briefs on policy changes, corporate actions, or industrial events.
Typical questions we address:
What is the quality of backlog and revenue visibility linked to government programs and budgets?
Where are the regulatory and operational risks (export controls, FDI screening, ITAR/EAR exposure)?
How do peers and targets compare in terms of capabilities and execution capacity?
Deliverables:
Investment committee memos with red flags and independent views.
Event-driven notes within 48–72 hours of relevant developments.
KPI packs covering backlog quality, funding visibility, export exposure, and supply chain risk.
Board-Level Insight
We equip board members and corporate leaders with confidential, board-level insights on industry trends, policy shifts, and geopolitical risks affecting strategic decisions.
Typical questions we address:
Which policy and industrial trends should the board anticipate in the coming quarters?
What are the emerging risks across geopolitics, supply chains, and compliance?
Which strategic options are most viable (make/buy/partner, dual-use, transatlantic cooperation)?
Deliverables:
Board notes (5–8 pages) with executive summaries and implications.
Scenario trees and decision matrices to frame trade-offs.
Quarterly board briefs on policy, industry, and supply chain dynamics.
We operate as an independent source of external perspective, never relying on insider information
Policy & Regulatory Intelligence
We monitor and interpret European, NATO, and national policies with direct impact on aerospace, defense, and security. This includes EU funding programs, NATO capability initiatives, procurement frameworks, export controls, FDI screening, and security-of-supply rules.
Typical questions we address:
How do EU programs and NATO priorities affect long-term opportunities and positioning?
What are the regulatory constraints (export controls, FDI, offsets) on partnerships, supply chains, and market entry?
How can organizations build a regulatory strategy that mitigates risks and anticipates compliance issues?
Deliverables:
Policy trackers with practical implications for operations and strategy.
Regulatory impact assessments by country and program.
Stakeholder maps and institutional engagement plans.
Supply Chain & Industrial Base Assessment
We evaluate the resilience of industrial bases and supply chains across aerospace, defense, and security. Our work identifies single-source dependencies, capacity constraints, geopolitical risks, and options for resilience.
Typical questions we address:
Where are the critical bottlenecks (materials, processes, components) in the supply chain?
Which suppliers or geographies carry heightened geopolitical or compliance risks?
What are the practical options for dual sourcing, redesign, or strategic partnerships?
Deliverables:
Supplier heatmaps and risk scores with prioritized actions.
Resilience playbooks with 30–60–90 day measures and 6–18 month strategies.
Management briefs for boards and risk committees highlighting operational and financial implications.