Evolution Equity Partners || Evolution Cyber Deal Monitor

• Most targeted sector: Manufacturing faced 25.7% of 2024 cyber incidents.
• Trackforce report on cyber-physical convergence reshaping security ops.
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Cyber Leader Momentum: PANW stock popped on Berenberg Buy initiation at $215 PT, dubbed a rare quality compounder; coverage argues no threat to cyber...

CrowdStrike shares likely to rise as Claude Mythos' limited rollout catalyzes cybersecurity spending, per KeyBanc.

Aerospace M&A momentum: Airbus to acquire French cybersecurity firm Quarkslab, closing in 2026.

• Follows Germany's Infodas purchase in 2024.
• Next: UK's Ultra Cyber Ltd.
  Signals industrial OT/IoT security consolidation for growth investors.

Global cybersecurity spending will exceed $300B by 2029, surging 13.1% to $174.8B in 2025 per Forrester's forecast—validating robust long-term growth theses as CISO budgets expand.

Evolution Equity Partners Fund III Milestone

• 🔥 Evolution Technology Fund III Closes at $1.1B: Evolution Equity Partners announced the final...

• Dual-use AI risks: Anthropic's Mythos Preview restricted to ~40 orgs as too dangerous; speeds vuln discovery but widens 80-day fix adoption gap
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Investor spotlight on cybersecurity leaders signals IAM growth:

• Jim Cramer highlights CrowdStrike (CRWD) and Palo Alto Networks (PANW) as distinct...

Booz Allen Ventures primarily invests in early-stage, U.S.-based startups aligned with AI, cyber, defense tech, and quantum—key benchmark for Evolution Fund III's operator-heavy deep-tech focus in cyber/AI.

Evolution Equity Partners closes $1.1B Evolution Technology Fund III, LP, targeting visionary entrepreneurs in next-gen cybersecurity – signaling strong LP confidence in their growth equity strategy.

NYC-based cybersecurity firm Artemis raises $70 million in combined Seed and Series A funding, underscoring momentum in early-stage cyber VC deals.

Evolution Equity Partners features an operator-heavy team of repeat entrepreneurs that disproportionately backs pre-product deep-tech moonshots addressing civilization-scale problems.

Evolution Equity Partners leads $16M seed for Cytactic, a pioneering SaaS platform enhancing cybersecurity readiness. This deployment highlights our strategic bet on innovative SaaS to fortify cyber defenses.

Cybersecurity M&A Deals

• 🔥 Francisco Partners Acquires Jamf: Francisco Partners agreed to purchase Apple security firm Jamf for $2.2 billion...

New Sequoia co-stewards Alfred Lin and Pat Grady close record $7B expansion fund – nearly double 2022's $3.4B – for US/Europe AI bets amid frontier...

• Cisco accelerates AI security by joining Project Glasswing, negotiating Astrix acquisition, and bolstering AI data center infrastructure.
• Agentic...

PE M&A Deals

• 🔥 Francisco Partners Acquires Jamf: Francisco Partners agreed to purchase Apple security firm Jamf for $2.2 billion just three...

Sterling Investment Partners announced the acquisition of Cyber Advisors, a provider of cybersecurity.

• Adoption Surge with Perils: OpenClaw hits 3M users, enabling agents for tasks but risking inbox deletion, data sharing, and breaches.
• Control...

Francisco Partners is acquiring Apple security firm Jamf for $2.2B—consolidating endpoint management just 3 months after 6.4% layoffs. Highlights PE confidence in Apple ecosystem despite cuts, key for growth equity watchlists.