Beyond the AI Hype: Billion-Dollar Infrastructure and the Reality of Cyber M&A
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Beyond the AI Hype: Billion-Dollar Infrastructure and the Reality of Cyber M&A
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Another Special Episode this week! Christina and Rory review the state of the cybersecurity M&A landscape in 2026, and discuss how AI is causing a significant shift in strategic positioning, driven by a mixture of time-to-market desire, infrastructure build-outs, and a continuing approach by major telecommunications companies to spin-out their security services divisions.
Fortinet Acquires AI Security Company Virtue AI
Genesis PE Acquires SK Shieldus Security Unit
Bank of America Acquires UK-based MDSec
NEWS
Tech layoffs in 2026 – cybersecurity vendors & service providers
Layoffs.fyi
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- Christina Richmond – christina@richmondadvisorygroup.com
- Rory Duncan – rory@richmondadvisorygroup.com
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