Post by Alvarez & Marsal

European defense M&A has accelerated sharply, but the deals where value erodes most often share a pattern: the commercial thesis holds while the production ramp slips, and buying pathways go underweighted until it is too late to address them. Geopolitical supply-chain exposure, fragmented NATO and member-state certification regimes, and software architecture decisions that look like operational detail at signing all become material valuation issues post-close. NDAA sourcing restrictions and FOCI disclosure rules add a compliance dimension that belongs in the diligence workstream, not the risk register. A&M's latest piece on the Aerospace and Defense sector lays out a framework for how investors can address these complexities through diligence before finalizing deals. Read more: https://okt.to/TXAy8s #DueDiligence #AerospaceandDefense #Drones #UnmannedSystems #MergersandAcquisitions Stephen Moon, Kevin Martin, Dave Kim, Paul Kingston, Cristina Almeida Luna, Peter Platsch, Oleg Zubarev, Nick Bowman, Rocco Grillo, Ernie Chung, Steffen Kroner, David Jones, Florian Massoneuve