Practice area

National Security and Defense

Wars, rising defense budgets, and shifting alliances are reshaping the security landscape. We help companies and investors understand what's coming and compete in a changing defense market.

The challenge

Wars in Europe and the Middle East, rising tension in the Pacific, and shifting alliances have put security back at the center of global affairs. Governments are responding by spending more on defense than at any point in a generation, rethinking which partners they can rely on, and preparing for conflicts they once considered unlikely. What happens next in these crises will shape markets, trade routes, and investment decisions for years.

How we help

Companies don't need to be in the defense industry to be affected by war and the threat of it. A conflict can close shipping lanes, move energy prices, trigger sanctions, or put people and facilities at risk. Rising defense budgets, meanwhile, are reshaping valuations and supply chains well beyond the traditional defense sector. Our advisors understand how governments and militaries think, and help companies and investors make sense of where conflicts are heading and what that means for them.

  • How current conflicts and flashpoints are likely to develop, and what would change the outlook
  • The effects on markets, supply chains, energy, and operations in affected regions
  • Where defense spending is going, and what that means for investors and adjacent industries

Selling to the Pentagon and allied ministries of defense is its own world, with its own rules, timelines, and decision-makers. Established defense contractors need to protect their programs as priorities change, while commercial and venture-backed companies entering the market need to find the right customer, the right contract route, and the right moment. We help both.

  • Market entry strategy for companies new to defense, including which customers, programs, and contracting paths fit their technology
  • How defense acquisition decisions are actually made: who decides, what moves them, and on what timeline
  • Positioning programs to survive budget fights, leadership changes, and shifting requirements
  • Timing: when to move, and when moving early costs more than waiting

Regions

Where our expertise reaches

This practice area is advised on across Europe, Asia and the Indo-Pacific, the Middle East, Africa and Latin America, through the firm's own relationships and its wider network of experts.