Cybersecurity Goes Private: McAfee and RSA

There are some interesting industry dynamics going on in the cybersecurity market.  Just a few months ago, Symantec bought Blue Coat taking a private company public and forming a cybersecurity industry colossus in the process. 

Now two other historical cybersecurity powerhouses are heading in the other direction and going private.  When the Dell/EMC deal was approved this week, industry veteran RSA became the security division of the world’s largest diversified private technology company.  Not to be outdone, Intel and partner TPG are spinning out McAfee as an independent private company.

The good news for both companies is that the market for cybersecurity products and services is quite healthy, and large customers are looking for enterprise-class security vendors with integrated product suites, managed/professional services, and business process experience to partner with.  Cybersecurity vendors like Cisco and IBM that fit this description are doing quite well in the enterprise so McAfee and RSA (as well as Forcepoint, Palo Alto Networks, Symantec, Trend Micro, and a few others) could join this exclusive club. 

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