DOME STRATEGY
European Defence, Sovereignty & Capital

Private capital, engineered for Europe's defence and security era.

Independent research and commentary on the capital, strategy, and regulation shaping Europe's defence and dual-use industrial base.

About

DOME Strategy is an independent strategic ecosystem platform exploring the intersection of European defence, strategic industries and private capital. Through research, industry analysis and dialogue with investors, industrial leaders and experts, DOME Strategy brings together professionals active in this ecosystem to develop a deeper understanding of the capabilities, technologies and businesses shaping Europe's strategic industrial base. Its initial focus is on defence and dual-use technologies, industrial resilience, and the role of private capital in strengthening national security and European capabilities.

DOME Strategy unites a network of high-caliber experts across investment, transactions, law, corporate strategy, industrial and military operations, based out of London, Paris, Luxembourg, and Munich.

Our aim is to bring the same rigor to this sector that has historically been reserved for more established asset classes - documenting how capital actually moves, where it comes from, and what structures hold up as the sector scales to meet a new strategic reality. As that landscape matures, so does the case for capital built specifically for it. We're following that conversation closely, and building the relationships and expertise to be prepared for what comes next.

Founders

Alexandrine Cerfontaine

Triple-qualified lawyer in France, England & Wales and Luxembourg, widely recognised as a leading European private investment funds lawyer. 22+ years in private practice, advising, inter alia, on complex private capital matters and helping shape dialogue around investment in defence and security through senior industry, government and military forums across Europe and the US.

LinkedIn ↗ ac@domestrategy.com

Alexandre Demenchuk

Alexandre has spent 18+ years at the intersection of investment banking, principal investing, and strategic development across Europe, spanning digital infrastructure, telecommunications, technology, energy, and industrials, including sovereign-sensitive players. He currently leads investments, M&A and corporate development for one of the European digital infrastructure platforms.

LinkedIn ↗ a.dem@domestrategy.com

The views expressed on DOME Strategy are personal and do not represent the views of any employer or firm with which the authors are affiliated.

Focus areas

Financing & Capital Structures

How the sector is actually being funded - debt, equity, and the hybrid forms in between.

Investments, Strategy & Development

Investments, M&A, consolidation, and industrial strategy, and the shape of the sector as it scales.

Operations & Supply Chain

Procurement, contracts, and the industrial capacity behind them - how business is won and delivered.

Regulatory & Sovereign Compatibility

Screening regimes and ownership constraints across main European markets.

Publications

Recent speaking and events

25 September 2026 - Manchester

NeuroDoctrine Defence Summit

Keynote interview on investing in sovereign-critical and defence-adjacent sectors, including brain-computer interfaces (BCI).

15 September 2026 - London

Markets Group's Private Equity Europe Forum

Keynote interview on how defence is shaping strategic transactions in sovereign-critical sectors.

20 July 2026 - London

Goodwin Aerospace/Defense & Industrials Cocktail Reception

16 July 2026 - Brussels

Benelux Private Markets

Roundtable on Sovereignty & Innovation: Investing in the Next Generation of Dual-Use Defence Tech.

8-12 June 2026 - Berlin

SuperReturn International

20 April 2026 - New York

Private Capital, Defense and National Security: Investing at the Intersection

Goodwin seminar, including a keynote from Lieutenant General Roger Cloutier Jr., U.S. Army (Ret.) and a fireside chat with Ambassador Henry A. Crumpton, former U.S. State Department Coordinator for Counterterrorism.

24-26 March 2026 - Paris

Paris Defence and Strategy Forum

Organised by the Defence Academy of the École militaire.

11 February 2026 - Munich

Strategic Roundtable on European Autonomous Systems

Goodwin, Nex42, and House of Policy GmbH.

22 September 2025 - London

From Geopolitics to Growth: Investing in Defence & Security

Goodwin seminar, including a keynote from General Sir Richard Barrons KCB CBE.

Contact

General and press inquiries: contact@domestrategy.com