David Campbell

Cybersecurity Deals Surge Amid Rising Attacks

David Campbell, Marco Poletti, Alison Nathan

Driven by projected cyber losses soaring to $10 trillion by 2025, the sector attracted over $30 billion in investment last year while facing an attack surface that has diversified from centralized data centers to cloud and IoT endpoints. Organized crime currently dominates the threat landscape, prompting a strategic market shift toward M&A consolidation, simplified security stacks, and defensive spending that is forecasted to exceed $100 billion. Investors, including Goldman Sachs Asset Management, are prioritizing early-stage platforms with proven teams and robust AI capabilities to navigate regulatory tightening and a global shortage of security professionals.