Defence fund secures quadruple exits in just two years, opens co-investment opportunity
The two-year alliance between Lundgreen’s Invest – High-Tech Defence Fund and Normark Defence has developed and sold four of its commercially advanced innovations to Omni Capabilities, eyeing high profit margins with 20-25 per cent still open to investors.
Within the span of two years, Lundgreen’s Invest – High-Tech Defence Fund has achieved another strategic milestone by bringing together four of its most commercially advanced technologies into a newly established Danish defence company, Omni Capabilities.
The transaction resulted in a 35-40 per cent increase in the fund’s value in a single day, positioning the fund for an estimated 50 per cent growth this year and a total return of approximately 100 per cent since its launch in March 2024.
Four products, one company
Omni Capabilities was established by Normark Defence, founded by former combat soldier Mikkel Normark, together with Peter Lundgreen of Lundgreen’s Invest, and North Jutland-based family office Regulus A/S.
The company consolidates four commercially advanced technologies that have been developed through the partnership between Normark Defence and Lundgreen’s Invest, targeting distinct capability gaps in the European defence market.
These technologies are:
- Sentinel – an unmanned ground sensor disguised as a natural rock, capable of operating for up to five years without battery replacement.
- TorsionTrack – a monitoring system that uses embedded optical sensors to provide continuous measurements of stress and deformation in ship hulls.
- RigiSoft – technology that enables mission-critical equipment to switch between rigid and flexible configurations, improving operational performance in challenging maritime environments.
- TargetHeat – a lightweight, energy-efficient thermal management technology designed to maintain operational capability in extreme cold-weather environments.
The products are primarily intended for defence and intelligence which unlike traditional defence-focused investments, the fund does not invest in weapons, ammunition, or drones.
Investment opportunity ahead
Revenue is expected to exceed DKK 150 million by 2029 as these products can be sold with high profit margins. While the defence and intelligence market has high barriers to entry and strict sales restrictions, Omni Capabilities holds a competitive advantage through its leadership team combining defence industry experts with seasoned financial strategists.
This move aligns with the structural change in European defence spending. Danish-based research firm M&A Insights notes that 2025 saw “European NATO allies increased their spending by 20 per cent…with Denmark committing to a 3.5 per cent of GDP defence target by 2030. As procurement agencies move to reduce dependence on US-originated and legacy original equipment manufacturers supply chains, demand for sovereign, ITAR-free, and cost-competitive hardware has accelerated significantly.” This places Omni Capabilities in a prime position for exponential growth.
Lundgreen’s Invest – High-Tech Defence Fund is retaining a stake in Omni Capabilities, while opening approximately 20-25 per cent of the company to external investors as a co-investment opportunity. As an evergreen fund, it offers investors the option to exit every six months.
To know more about this opportunity, please feel free to reach out to us at contact@lundgreens.com.
