Author: Ashik Mistry

Leadership & Go-To-Market | Private Equity Value Creation

Headcount, Not Hype: What Pre-Transaction Team Growth Reveals About Execution Capacity
ByAshik Mistry July 2, 2026August 22, 2026

Headcount, Not Hype What Pre-Transaction Team Growth Reveals About Execution Capacity Cybersecurity Market Signal Talent & Scale Indicators – 2025 Market data source: Momentum Cyber, 2025 Cybersecurity M&A and Capital Markets Report (January 2026), citing PitchBook, 451 Research and Momentum Cyber proprietary transaction data. Analysis and interpretation: Seiman Sears. Interpretation Headcount should not be treated…

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Cybersecurity Market Dynamics | Private Equity Value Creation

The Return of the IPO Window: What SailPoint Signals About Market Timing, Readiness, and Leadership
ByAshik Mistry July 2, 2026July 16, 2026

The Return of the IPO Window What SailPoint Signals About Market Timing, Readiness, and Leadership Cybersecurity Market Signal Public Market Reopening – 2025 Interpretation The cybersecurity IPO market is not fully open—but it is no longer closed. The re-emergence of select companies into the public markets signals a shift in investor sentiment and creates a…

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Cybersecurity Market Dynamics | Identity & Trust Infrastructure

From Fragmentation to Platforms: Why Cybersecurity Is Consolidating — and How Leadership Must Evolve
ByAshik Mistry July 2, 2026August 24, 2026

From Fragmentation to Platforms Why Cybersecurity Is Consolidating — and How Leadership Must Evolve Cybersecurity Market Signal Platform Consolidation Trend – 2025 to 2026 Market data source: Momentum Cyber, 2025 Cybersecurity M&A and Capital Markets Report (January 2026), citing PitchBook, 451 Research and Momentum Cyber proprietary transaction data. Analysis and interpretation: Seiman Sears. Interpretation The…

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Cybersecurity Market Dynamics

Israel’s Engineering Edge: Why Global Cybersecurity Capital Is Concentrating — and What It Signals for Talent and Innovation
ByAshik Mistry July 2, 2026July 10, 2026

Israel’s Engineering Edge Why Global Cybersecurity Capital Is Concentrating — and What It Signals for Talent and Innovation Cybersecurity Market Signal Geographic Capital Concentration – 2025 Interpretation Despite its relatively small size, Israel continues to command a disproportionate share of global cybersecurity investment. This concentration reflects a unique combination of engineering talent, military experience, and…

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Private Equity Value Creation

Strategic vs. PE Buyers: How Exit Path Shapes Leadership, Growth Strategy, and Valuation
ByAshik Mistry July 2, 2026July 10, 2026

Strategic vs. PE Buyers How Exit Path Shapes Leadership, Growth Strategy, and Valuation Cybersecurity Market Signal Buyer Composition in Cybersecurity M&A Interpretation Cybersecurity founders approaching scale face two very different classes of potential buyers. Strategic acquirers typically pursue technology integration and platform expansion, while private equity buyers focus on operational growth and consolidation strategies. Understanding…

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Leadership & Go-To-Market | Private Equity Value Creation

The 8-Year Rule: What Eight Years Really Tells Us About Cybersecurity Exit Readiness
ByAshik Mistry July 2, 2026August 22, 2026

The 8-Year Rule What Eight Years Really Tells Us About Cybersecurity Exit Readiness Cybersecurity Market Signal Cybersecurity Exit Timing – Market Pattern Market data source: Momentum Cyber, 2025 Cybersecurity M&A and Capital Markets Report (January 2026), citing PitchBook, 451 Research and Momentum Cyber proprietary transaction data. Analysis and interpretation: Seiman Sears. Interpretation The “8-Year Rule”…

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Cybersecurity Market Dynamics

AI Security Is Eating the Cap Table: What a Two-Speed Venture Market Means forFounders and Investors
ByAshik Mistry July 2, 2026July 13, 2026

AI Security Is Eating the Cap Table What a Two-Speed Venture Market Means for Founders and Investors Cybersecurity Market Signal AI Security Investment Activity – 2025 Interpretation The cybersecurity venture market is entering a two-speed cycle. AI-native security companies are attracting disproportionate investment and attention, while many traditional security categories face a more selective capital…

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Identity & Trust Infrastructure | Private Equity Value Creation

Cloud & Identity Absorbed $57B in 2025. Here’s What That Means for Your Exit Multiple
ByAshik Mistry July 2, 2026August 24, 2026

Cloud & Identity Absorbed $57B in 2025 Here’s What That Means for Your Exit Multiple Cybersecurity Market Signal Capital Concentration in 2025 Market data source: Momentum Cyber, 2025 Cybersecurity M&A and Capital Markets Report (January 2026), citing PitchBook, 451 Research and Momentum Cyber proprietary transaction data. Analysis and interpretation: Seiman Sears. Interpretation Capital is concentrating…

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Cybersecurity Market Dynamics | Private Equity Value Creation

$96B, 400 Deals, and a Power Shift: Why Cybersecurity M&A Is Moving Toward Strategic Consolidation
ByAshik Mistry July 2, 2026August 21, 2026

$96B, 400 Deals, and a Power Shift Why Cybersecurity M&A Is Moving Toward Strategic Consolidation Cybersecurity Market Signal 2025 Cybersecurity M&A Activity Market data source: Momentum Cyber, 2025 Cybersecurity M&A and Capital Markets Report (January 2026), citing PitchBook, 451 Research and Momentum Cyber proprietary transaction data. Analysis and interpretation: Seiman Sears. Interpretation 2025 did more…

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