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Security surge in M&A: Tech adoption, recurring revenue models and consolidation push valuations to record highs

January 12, 2026Cory Harris, Editor

NEW YORK—For security companies looking to increase their value, investments in artificial intelligence (AI), the cloud and cybersecurity aren’t optional anymore - they’re the price of admission. That message was clear at the recent Raymond James Security Investor Conference. “If you’re not investing in AI, cloud, and cybersecurity, you’re not just behind - you’re irrelevant,” said Alper Cetingok,...

Allied Universal, Alper Cetingok, AMAG Technology, Artificial Intelligence (AI), GI Partners, Mergers and acquisitions (M&A), Netwatch, New York City, private equity, Raymond James Security Investor Conference, Shore Rock Partners