DISRUPT SYNERGIES
Strategic Intelligence for Industrial transformation
MARKET EVIDENCE
Capital is moving from commitment to deployment.
European defence and security investment is moving into procurement, industrial capacity and non-traditional supply chains.
Disrupt Synergies identifies where geopolitical, technological and industrial shifts are creating future value - and which capabilities, companies and ecosystems are positioned to capture it.
€150BN
EU SAFE
FINANCING
EU loan capacity for Member States to finance defence investment through common procurement.
€1.2-4.4BN
EIB SECURITY & DEFENCE FINANCING
EIB Group security and defence financing rose from €1.2 billion in 2024 to €4.4 billion in 2025.
Source: European Investment Bank
5% GDP
ALLIED DEFENCE + SECURITY 2035
NATO Allies have committed 5% of GDP annually to defence and security-related investment by 2035.
Source: NATO
≤ $500BN
NON-DEFENCE INDUSTRIAL
OPPORTUNITY 2026–2029
Potential opportunity for companies outside traditional defence value chains.
Source: Boston Consulting Group
€115BN
DEFENCE EQUIPMENT PROCUREMENT 2025
EU Member States spending on defence equipment procurement, as total EU defence expenditure reached €418 billion.
Source: European Defence Agency
14%
EUROPEAN MILITARY
SPENDING 2025
European military expenditure increased 14% in real terms in 2025, reaching a record $864 billion.
Source: SIPRI
Which technologies, industrial capabilities, supply chains, companies and ecosystems will capture disproportionate value as this capital moves?
This is the question D3 is built to investigate.
01 I D3-SIO SOLUTION
STRATEGIC INTELLIGENCE OFFICE
What are you not seeing that could materially affect the future value of your organisation?
D3 provides a continuous external Strategic Intelligence capability for owners, boards, executive teams and long-term capital.
We identify consequential shifts and translate them into implications for strategy, investment and future value.
Your perspective should extend beyond the next quarter.
02 I ICNR PROGRAM
INDUSTRIAL CAPABILITY NATO-READY PROGRAM
Could your existing industrial capability have greater strategic relevance than its current market suggests?
Many of the industrial capabilities Europe will require already exist. They were simply not designed for defence.
D3-ICNR identifies and assesses proven industrial capabilities with potential relevance to emerging defence, resilience, critical infrastructure and Allied industrial requirements.
You do not need to already operate in defence.
ICNR SEARCH FIELD
Where could your capability create value next?
Industrial surge
Manufacturing · capacity conversion · scale
Critical inputs
Materials · chemistry · components
Resilient energy
Power · storage · thermal systems
Subsea → Space
Strategic infrastructure
Move + Sustain
Mobility · logistics · repair
Synergised across all 5
By
AUTOMATION
AI
COMMUNICATIONS
CYBER
INDUSTRUAL SCALING
WHO WE WORK WITH
Different organisations.
The same structural shift.
INDUSTRY
Leaders navigating structural change across markets, technologies, supply chains, regulation and geopolitical requirements.
INDUSTRIAL CAPABILITIES
Companies whose existing technologies, products or production capabilities may have greater strategic relevance than their current markets suggest.
LONG-TERM CAPITAL
Owners and investors seeking to understand where industrial value is moving before market consensus forms.
THE D3 APPROACH
Strategic Intelligence for Complex Adaptive Ecosystems.
Markets do not change independently.
Technology, regulation, capital, geopolitics, infrastructure and industrial capabilities continuously influence one another.
D3 combines three layers:
01 I EVRAG™
Exponential Value, Resilient and Adaptive Growth
D3's methodology for analysing how structural change propagates across interconnected ecosystems.
02 I SWARMA®
D3's intelligence environment for detecting signals, mapping relationships and analysing interconnected developments at scale.
03 I HUMAN STRATEGIC JUDGEMENT
Technology expands the intelligence available before a decision is made.
People make the decision.