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Dealcast: The M&A Podcast

New NATO agreement on defense spending likely to boost deep tech, dual use dealmaking

03 Jul 2025

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Rupert Cocke, Mergermarket’s senior editor based in Barcelona, joins Dealcast host Julie-Anna Needham to discuss the outlook for European? defense sector dealmaking including:Which defense-related companies have already undergone significant raises, like Multiverse Computing’s EUR 190m funding round in JuneHow some private equity firms' early involvement in deep tech could help curb risks from uncertain wait times related to research and developmentWhy certain firms are already bullish on investing in reconstruction and restoration in UkraineWhy ESG standards may be restrictive for LPs looking into defense investments and may favor more dual-use or cybersecurity focused companiesAll this and more in this week’s Dealcast.

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