Why?
The defense sector is one of the most complex and strategic areas of the modern globalized economy. The progressive digitalization of defense, the development of unmanned technologies and AI, and geopolitical instability present the industry with numerous new challenges. At the same time, companies operating in this sector must grapple with increasing regulatory requirements, both local (laws on special trade, concessions) and international (e.g., ITAR, EAR, offset regulations).
Simultaneously, allies and governments expect the industry to provide full interoperability (NATO standards), supply chain security, and transparency regarding compliance with Environmental, Social, and Governance (ESG) principles. Managing contractual risks, ensuring regulatory compliance, and supporting complex tendering, offset, and production processes are areas where the defense sector requires the support of experienced advisors.
For Whom?
Our services are addressed to domestic and foreign:
- Original Equipment Manufacturers (OEMs) and defense system integrators.
- Suppliers of components, subsystems, and technologies (Tier 1, 2, 3).
- Technology companies specializing in cybersecurity, C5ISTAR systems, and unmanned solutions.
- Maintenance, Repair, and Overhaul (MRO) service providers.
- Investors and Private Equity funds involved in the Aerospace & Defense sector.
How?
We provide comprehensive advisory services for the defense industry, including:
- Tax Advisory – including developing tax-efficient structures for international contracts, transaction planning, implementing international profit allocation models, identifying tax credits (e.g., R&D, IP Box), and advising on VAT and customs duties in special trade.
- Legal Advisory – including support in tendering processes (public procurement in the field of defense), forming consortia, preparing contract documentation, due diligence support, M&A transactions, and the negotiation and implementation of offset agreements.
- Public funding and financing optimization – including, in particular, support in maximizing investment profitability through the effective acquisition of Corporate Income Tax (CIT) exemptions within the Polish Investment Zone (taking into account Pillar II risks) as well as targeted grants from national and EU funds.
- Transaction Advisory – comprehensive transaction advisory and supply chain integration (M&A), as well as legal, tax, and financial support in the processes of buying, selling, and restructuring companies.
- Risk Management and Compliance – comprehensive support for defense sector entities regarding regulatory compliance, including the preparation and verification of internal procedures and control mechanisms, managing the process of obtaining concessions and permits, and ongoing regulatory consultancy.
- Valuations and Modeling – including valuations of technology and intellectual property (IP), financial modeling for offset projects, and modernization programs.
- Accounting Outsourcing and Project Controlling – comprehensive bookkeeping (including US GAAP standards), financial reporting services, and support in controlling and settling multi-year defense contracts.
- ESG Advisory – managing specific ethical, regulatory, climate, and environmental impacts and risks. Support in aligning operations with sustainability requirements, including domestic and EU regulations regarding supply chains, waste, and energy efficiency. Building ESG strategies in the defense sector and ensuring transparency through the development and implementation of ESG policies, procedures, and reports.
