We provide bespoke defense market and competitive intelligence that helps defense companies understand how technologies, competitors, and markets are evolving under live combat conditions in Ukraine. Our work combines continuous OSINT-based war monitoring with locally sourced technical assessment to inform product strategy, market positioning, and acquisition decisions.
Modern defense markets are being shaped in real time by the war in Ukraine. Technologies are tested, adapted, defeated, and redeployed at a pace that traditional market research struggle to capture.
Our Core Focus Areas
Our analysis concentrates on defense and dual-use capabilities that are actively shaped by modern conflict, including:
- Counter-UAS (C-UAS)
- Uncrewed Aerial Systems (UAS)
- Uncrewed Ground Vehicles (UGVs)
- Uncrewed Surface and Underwater Vessels (USVs / UUVs)
- Artificial Intelligence (AI) and autonomy
- Software-defined defense systems
- C4ISR, sensors, and data fusion
- Adjacent dual-use and enabling technologies
What We Do
What We Do
Defense Market, Industry & Competitive Intelligence
We deliver integrated defense market and competitive intelligence informed by continuous monitoring of the war in Ukraine. Our work connects battlefield realities with commercial decision-making, helping defense and security companies understand how technologies, competitors, and markets are evolving under real combat pressure.
Our analysis covers:
- Market insights including industry disrupting innovations and counter innovations relevant to market segment leaders.
- Performance, limitations, and failure modes of modern military systems in operational use.
- Adversary tactics, countermeasures, and innovation cycles shaping demand and requirements.
- Competitive dynamics across defense and dual-use segments, including emerging and incumbent suppliers.
- Implications for product strategy, positioning, and roadmap development.
- Market structure, procurement pathways, and adoption barriers within the Ukrainian defense ecosystem.
M&A and Strategic Scouting Support
For companies pursuing partnerships, investments, or acquisitions, we provide intelligence-led scouting of defense and dual-use firms emerging from the Ukrainian ecosystem.
Our role includes:
- Identifying companies with demonstrated battlefield relevance
- Filtering out non-viable or over-hyped candidates
- Contextualizing technical claims against observed war data
- Facilitating targeted introductions where strategic fit exists
*We do not broker deals.
Executive Briefings & Red-Team Analysis
We support senior leadership and technical teams through closed-door briefings that translate battlefield lessons into strategic insight.
Use cases include:
- How specific systems are countered in modern conflict
- Lessons from Russian, Iranian, and improvised adversary systems
- Product and capability roadmap implications based on observed failure modes
These engagements are designed for decision-makers, not public audiences.
How We Work
- Open-source intelligence (OSINT)
- Local country sourcing and ecosystem engagement where appropriate
- Independent, non-classified means, and procurement-safe outputs
We output reports at cycles desirable to the client, monthly, quarterly, or periodically, with live briefings, Q&A from local industry experts, and access to bespoke taskings.
Market Coverage & Ecosystem Visibility
Our analysis is informed by sustained visibility across the Ukrainian defense and dual-use ecosystem. We coordinate with over a dozen trusted in-country partners, including defense clusters, and maintain active insight into more than 50 companies each month, spanning established suppliers and emerging early stage technology developers.
This level of market coverage enables us to track technological developments, competitive dynamics, and adoption signals as they emerge, while distinguishing between conceptual solutions and capabilities with demonstrated operational relevance and execution capacity.
Who We Serve
- U.S. and allied defense and security companies
- Corporate strategy and business development teams
- Investors and acquirers requiring technical and market validation
Our Washington, DC–based team brings years of experience advising global Defense Ministries and SIPRI100 defense primes on key geopolitical and defense markets, alongside supporting Fortune 100 companies on complex M&A transactions exceeding $50B in aggregate value.
This institutional experience informs our approach to defense market intelligence, ensuring outputs are analytically rigorous, commercially relevant, and aligned with the expectations of senior decision-makers.