Industry Reports

Published on: 12/07/2020
Increasingly expansive IoT (internet of things) applications and rapid migration to cloud-based platforms has necessitated heightened focus on robust and cost-effective cybersecurity solutions.  Global cybercrime is expected to inflict approximately $6 trillion in damage in 2021, according to Cybersecurity Ventures, placing critical importance on innovative network security capabilities including real-time threat intelligence, advanced endpoint protection, and security automation to safeguard assets and data.
Published on: 11/18/2020
C4ISR (Command, Control, Communications, Computers, Intelligence, Surveillance, and Reconnaissance) continues to serve as primary “enabling technologies” across military air/land/sea/space platforms and the joint networks that allow for interoperability across these mission critical systems.  Many C4ISR companies were deemed essential at the onset of the COVID-19 pandemic and The Defense Production Act, invoked in March 2020, further buoyed the sector by authorizing federal government loans and prioritizing government orders to ensure continuity of supply.  These immediate buffers helped mitigate business loses across the Defense industry.  
Published on: 10/23/2020
The performance of publicly traded T&M companies since the onset of COVID-19, shows that while the sector initially suffered a dramatic correction along with the rest of the Technology sector, it has led a recovery into positive territory and showed resilience since mid-June.  We expect this strength to continue for the remainder of the year, placing the sector in an enviable position to benefit from a return to sustainable economic growth in 2021. 
Published on: 10/08/2020
The substantial shift to remote working and heightened migration to cloud-based applications has underscored the need for robust and effective cybersecurity solutions.  As the attack surface expands, organizations have faced the task of securing sensitive data and communication outside of their on-premise enterprises due to COVID-19.  
Published on: 05/22/2020
COVID-19 has promoted an increasingly remote and distributed workforce, introducing heightened informational technology vulnerabilities for cyber criminals and nation-state actors.  
Published on: 05/07/2020
 A year ago, we noted a brisk uptick in M&A activity in the Government IT sector through the first quarter of 2019 and wondered aloud how long the market would hold up.  With the fiscal picture coming into focus as the months progressed, particularly as it related to defense spending, the pace not only sustained, it accelerated.  When the dust settled at the close of 2019, 78 M&A transactions were completed in the space, representing an astounding 24% increase on 2018’s previous record year, and the most active year in more than a decade. 
Published on: 04/29/2020
We present our 2020 Mergers & Acquisitions Update: Outlook and Year in Review. This combines: discussion of the current environment and dramatic fall out from the COVID-19 pandemic; together with observations from those sectors less impacted; and a review of last year including Merger & Acquisition activity.
Published on: 04/08/2020
Capstone Headwaters has released its Q1 2020 Mapping, Modeling & Simulation (MM&S) Executive Summary, detailing merger and acquisition activity in the industry.  The coronavirus pandemic has pushed the world to increasingly rely on technology to stay connected and informed while mitigating the spread of the highly-contagious disease.
Published on: 02/11/2020
Transaction activity in the Cybersecurity industry closed out 2019 with a historic number of deals announced or completed, registering a 40% increase in deal volume in Q4 2019 year-over-year. 
Published on: 10/30/2019
Increasingly sophisticated cyber attacks, coupled with the widespread adoption of cloud computing and internet of things (IoT) technology, has fueled demand for effective cybersecurity solutions.