Cristiano Bona

3 weeks ago | ionanalytics.com | Samuel D. Kerr |Cristiano Bona |Lloyd Vassell

CoreWeave’s tricky road to public markets has shown that investors have become highly sensitised to IPO risks, even for the hottest sectors. The New Jersey company offers cloud-based graphics processing unit infrastructure to artificial intelligence (AI) developers – in theory, a segment that investors need to track. However, its tilt at the IPO market could have been a case of the right deal at the wrong time.

1 month ago | ionanalytics.com | Avery Koop |Troy Hooper |Cristiano Bona |Liam Ford

SummaryInexpensive, open-source AI could drive dealsSmaller deals (USD 100m-USD 300m) gain tractionThe second half of 2024 saw a surge of dealmaking activity in cybersecurity internationally. US deals like Mastercard’s [NYSE:MA] purchase of Recorded Future for USD 2.65bn, alongside heightened European activity, made the outlook for 2025 seem promising. But dealmaking has been quieter than expected with looming uncertainties related to high borrowing rates and policy issues like tariffs.

2 months ago | ionanalytics.com | Troy Hooper |Cristiano Bona |Laura Larghi |Mark Andress

Data Insight Cybersecurity dealmaking is expected to accelerate over the next year, driven largely by the rise of artificial intelligence-powered threats, advisors and investors say. But it might take a while to get going. While the second half of 2024 saw a surge in global cybersecurity M&A thanks to resurgent private equity activity in Israel and the UK in particular, transactions in North America were more muted.