AI to drive more, but potentially smaller cybersecurity deals

Troy Hooper, Mergermarket’s Los Angeles-based editor, and Cristiano Dalla Bona, Mergermarket’s New York-based senior ECM reporter, join Dealcast host Julie-Anna Needham to discuss the outlook for dealmaking in the sector, including:

• How inexpensive, open-source AI platforms, like DeepSeek, are opening up opportunities for dealmaking and potential criminal activity
• How the rapid developments in AI affect buyers’ needs and shape dealmaking
• Why buyers in cybersecurity are targeting smaller acquisitions rather than megadeals
• Which IPOs could arise in the near future, including unicorns like Orca Security and Wiz

All this and more in this week’s Dealcast.