Who is buying whom in enterprise security.

How this differs from what you already have

Most competitive intelligence you can buy is monitoring. It tells you what changed. That is genuinely useful, and it is not the same thing as knowing what the change means for you, which is the part that takes work.

Every claim in these reports is cited inline. Where a figure comes from a deal tracker, the report names the tracker. Where two trackers disagree, and in this market they disagree constantly, the report shows both numbers instead of quietly picking the more convenient one.

That last habit is the whole method. A market map is worth something because you can check it.

What I publish

• Sector landscapesHow a category is consolidating. The deals, the acquirers, the valuation bands, and who is left standing.
• Competitive briefingsA named company set against its closest architectural peers, with comparable transactions where they exist.
• Target profilesCompany-level analysis for a board or a buyer weighing one specific acquisition.

Coverage

Current work concentrates on enterprise security, where acquisition activity has been heaviest and the independent field is thinning fastest.

• Cloud securityAn unusually concentrated value pool. One transaction accounted for most of the category's disclosed value last year.
• IdentityA megadeal at the top and real depth beneath it, with more than forty transactions in a single year.
• Security operationsQuiet consolidation, mostly on undisclosed terms, around telemetry and observability rather than classic detection products.
• Governance, risk and complianceThe highest deal count of any product category, at the smallest average size.
• Vulnerability researchDisclosure programmes, CNA authorisation, and the commercial market that has grown around them.

Read the current report

How engagements work

Reports are commissioned individually, or kept on a quarterly refresh. The refresh is where most of the value sits. A market map is worth considerably more when it is still accurate six months later, and this market moves fast enough that most of them are not.

Longfield Intel is independent. It takes no fees from the companies it writes about, and it does not act as a broker or an intermediary in any transaction it covers.