Christopher Lynch

Israeli M&A is running at an unprecedented pace in 2026 and the underlaying reason is really interesting. Wiz and CyberArk both cleared regulatory approval on deals announced last year. That's two megadeals closing on the same day. Beyond the massive headlines, the baseline activity in 2026 caught my attention. The numbers so far (as of Feb 11): → 13 disclosed acquisitions in 42 days → $4.2B of M&A capital → 2.2 deals per week This amounts to $100M of #liquidity returning to investors every day! What other ecosystem provides $100M of liquidity per day on average since the beginning of 2026? If this pace holds, we're looking at ~113 M&As by year-end and close to $37B in disclosed value. This is excluding the just approved megadeals and excluding the unannounced rounds (which probably add $3-20m each). What's driving this? AI is the obvious answer. 10 of 13 deals are AI-centric companies. But I think there's something deeper happening: - Acquirers are paying premium multiples to compress time-to-AI-capability rather than build internally. - Israeli startups are shipping production-level AI, not demos. That's the arbitrage. - Speed > cost in this market cycle. Meanwhile, startup creation is on the rise (we predicted this in our stealth report ~12-months ago). It seems the industry will continue producing sellable companies at an increasing rate. This year is poised to be very interesting 😇

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Is security enough for data protection ? Or do we need a little more ? ISMS, or information security management systems are designed to protect information, confidentiality, integrity, availability. Now, when using SFTP, the files are perfectly secure from a transfer standpoint, but, what about governance ? Audit capability ? Access control ? That's where the gap is. And yes, having an authentication bringing audit capability is also a factor in data governance. 👉 https://gag.gl/2ZxYDE #cybersecurity Kiteworks #governance #SSH #SFTP

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Informative new blog from Chairman Partners, LLC portfolio company, Plume Security, Inc, on the 3 "E"s of stopping ransomware attacks. Plume's new RansomStop is addressing an unmet need for businesses looking for a cost-effective, easy-to-install solution to prevent cyber chaos. https://lnkd.in/e94xz5q3

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In the latest episode of CRN In Depth, Gina Narcisi talks with Steven Burke, who covered #HPEDiscover, to learn about: - The tech giant's GreenLake Intelligence agentic AI framework and how it measures up to the competition - The company's new unified partner program, and - HPE CEO Antonio Neri's thoughts on clearing the final hurdle of its planned acquisition of Juniper Networks, which is going to trial in July Watch the entire episode here: https://okt.to/p0FYnW.

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Your CNSA 2.0 deadline isn't 2030. It's now. Most federal contractors are tracking the wrong timeline. They're focused on 2030 firmware signing deadlines and 2033 legacy system cutoffs. By January 1, 2027, all new NSS acquisitions are expected to be CNSA 2.0-compliant by default. That means the hardware, operating systems, appliances, and applications you’re designing, certifying, and bidding... Must already be PQC-ready and CNSA 2.0 aligned. Not “we’ll fix it in 2030.” But if you can't enumerate your RSA and ECDSA assets today, you're already behind. Here's what the roadmap actually looks like: → Ongoing Discovery starts now (cryptographic bill of materials takes weeks, not days) → ML-KEM-1024 and ML-DSA-87 are your approved algorithms for key establishment and signatures → Crypto-agility matters more than algorithm selection We're seeing two types of organizations: those treating this as a 2030 problem, and those who started their CBOM last quarter. The second group will have a competitive advantage when federal procurement requirements tighten. I built a one-page cheat sheet with all compliance checkpoints, approved algorithms, migration strategy, and regulatory deadlines. Comment "roadmap," and I'll send you the full high-res version

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Excited to see SAP and Uptycs partner to bring 👉 verifiable 👈 AI-powered security to the front lines of enterprise defense! Exactly the kind of innovation needed to tame today’s AI-driven cyber threats. #cybersecurity #SAP #Uptycs

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Download Pentera Labs Report - revealing three new critical injection points in the ingress-nginx controller, building on Wiz’s IngressNightmare CVE. These overlooked vulnerabilities could let attackers hijack traffic, spoof headers, or reach unauthorized backend services - They exist in one of the most widely used ingress controllers in Kubernetes, putting countless environments at risk. This research highlights how small misconfigurations can lead to major exposure in modern cloud-native architectures. What’s Inside: ✅ 3 new injection vulnerabilities in ingress-nginx ✅ How attackers find and exploit CVEs in open source ✅ Actionable tips to secure your Kubernetes environment https://lnkd.in/eHtX6EdP

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