Barracuda Networks Acquisition, Valuation, Funding & Investors

Cato Networks is a Tel Aviv company that sells a cloud-native secure access service edge platform combining wide-area networking and network security in one subscription service. It was founded in 2015 by Shlomo Kramer, a co-founder of Check Point Software and Imperva, and Gur Shatz, a co-founder of Incapsula. The platform runs on a private global backbone of points of presence and replaces branch firewalls, routers, proxies and private circuits for enterprise customers, which it reaches through channel partners and managed service providers. Kramer serves as chief executive. The company has raised more than 1 billion dollars from investors including Lightspeed, Vitruvian Partners, ION Crossover Partners, Adams Street, Greylock and Coatue, and was valued at more than 4.8 billion dollars in June 2025. In September 2025 it made its first acquisition, the AI security company Aim Security. Cato reported annual recurring revenue of 250 million dollars at the end of 2024.

Island is a Dallas-based cybersecurity software company that sells an enterprise browser and, since 2026, an agentic control plane for governing how employees and AI agents use applications and data. The Chromium-based browser embeds security, IT and productivity controls so that organisations can manage access to SaaS and web applications, contractors and unmanaged devices without virtual desktops. It was founded in 2020 by Mike Fey and Dan Amiga, left stealth in February 2022 and has an engineering base in Tel Aviv. The company says it has about 1,000 employees and has doubled annual recurring revenue every year since its 2022 launch. It has raised funding from Insight Partners, Sequoia Capital, Cyberstarts, Coatue and Evolution Equity Partners, and a September 2026 Series F valued it at USD 6.4 billion.

Sysdig is a San Francisco-headquartered cloud security company founded in 2013, providing runtime protection for containers and Kubernetes using open-source Falco. The platform monitors workloads across AWS, Azure, and Google Cloud, detecting threats via behavioral analysis and integrating with SIEM tools. Sysdig serves enterprises like Barclays and Lufthansa, with over 800 employees globally.

Aviatrix is a Santa Clara-headquartered cloud networking company that secures multi-cloud environments. Its Cloud Native Security Fabric provides visibility, microsegmentation, and firewalling for workloads on AWS, Azure, and Google Cloud. Networking teams deploy virtual routers and transit networks for encrypted traffic.

Orca Security is a cloud security platform offering agentless vulnerability management, compliance monitoring, and malware detection for AWS, Microsoft Azure, Google Cloud Platform, and Oracle Cloud environments. Its SideScanning technology analyzes cloud workloads without software deployment, providing full visibility into configurations and risks. Founded in 2019, the Portland-headquartered company maintains research and development centers in Israel and serves Fortune 100 enterprises worldwide.

Eon is a provider of enterprise backup and recovery software featuring automatic data mapping and classification for cloud resources. The platform focuses on backup posture management, indexing storage to prioritize critical information. Designed for businesses, it operates via cloud-based tools that enhance data efficiency and operational resilience across hybrid environments.

Webflow is a San Francisco-headquartered visual development platform, CMS, and hosting service for creating responsive websites without coding. Designers use its drag-and-drop interface to build production-ready sites that generate semantic HTML, CSS, and JavaScript. Webflow supports e-commerce via integrations with Shopify and enables animations, interactions, and custom code exports. The platform powers sites for freelancers, agencies, and brands including Dell and Zendesk through its cloud hosting infrastructure.

Vanta is a San Francisco-headquartered trust management platform using AI to automate compliance for SOC 2, ISO 27001, HIPAA, and GDPR frameworks. The software scans infrastructures, generates evidence maps, and facilitates continuous monitoring for over 7,000 customers including AngelList and Quora. It integrates with AWS, GitHub, and Okta for real-time risk assessments. Founded in 2018, Vanta raised $200 million in Series C funding in 2023 to expand vendor risk tools.

Upwind Security is a cloud security platform using runtime analysis to detect vulnerabilities in containers, Kubernetes, and serverless workloads. San Francisco-headquartered since 2021, it prioritizes risks with contextual insights into code, infrastructure, and behavior. Upwind Security serves enterprises like Salesforce and Snowflake, integrating with CI/CD pipelines for continuous compliance scanning.

Arctic Wolf is a privately held cybersecurity company founded in 2012 and headquartered in Eden Prairie, Minnesota. Its Aurora platform combines cloud software, security telemetry, artificial intelligence and human analysts to operate security functions for customer organizations. The product suite covers managed detection and response, endpoint protection, cloud security, risk management, security awareness, incident readiness and incident response. Dedicated Concierge Security teams monitor environments around the clock, investigate alerts and give customers remediation and program guidance. Arctic Wolf says the platform serves more than 10,000 organizations across 30 countries and processes trillions of security events each week. The company earns recurring revenue through managed-security and software subscriptions sold directly and through channel partners to commercial and public-sector customers. Bright Pixel first backed Arctic Wolf in January 2018, and the platform subsequently expanded its capabilities through acquisitions including RootSecure, RANK Software, Habitu8, Tetra Defense and vxIntel.

GDS Holdings started as an IT service provider in 2001, then moved to the data center business with its first self-developed data center opening in 2010. The company now develops and operates data centers in China and also builds, operates, and transfers data centers for other clients. It offers colocation and managed services and mainly targets hyperscale cloud service customers who take large areas of its data centers or even whole data centers under long-term contracts. Its data centers are located predominantly in and around the Tier 1 cities in China, and it has also started expanding into Southeast Asia via the now 23% owned DayOne. GDS listed on the Nasdaq in 2016 and completed a secondary listing in Hong Kong in 2020.

Yotta Infrastructure is a Mumbai-headquartered data center operator, part of the Hiranandani Group, managing India's largest hyperscale parks in Greater Noida and Panvel. Launched in 2021, the company offers colocation, cloud services via Yotta D1, managed security, and connectivity with capacities exceeding 500 MW. It hosts clients like Google Cloud and NVIDIA, achieving Tier 3+ certifications. Yotta Infrastructure spans 4 million square feet, supporting AI workloads and edge computing across India with fiber connectivity to Mumbai financial hubs.

Founded in 2002, Tenable is a cybersecurity company that began providing vulnerability management solutions under its Nessus software. In recent years, Tenable has expanded its portfolio to provide a broader range of exposure management modules. Solutions include cloud security and compliance, active directory management, operational technology security and advanced vulnerability analytics. The Maryland-based company went public in 2018.

Thought Machine is a London-headquartered fintech founded in 2017, delivering the Vault Core cloud-native banking platform to replace legacy systems. Adopted by JPMorgan Chase for its digital bank, Lloyds Banking Group, and Standard Chartered across retail, corporate, and investment banking, Vault supports real-time processing via microservices on AWS and Google Cloud. The platform handles mortgages, deposits, and payments compliant with PSD2 regulations. Thought Machine serves 20+ financial institutions globally with headquarters in the UK and offices in Singapore and New York.

OneTrust is a privately held software company in Atlanta that sells a governance, risk and compliance platform covering privacy, consent, data governance, third-party risk, technology risk and AI governance. It was founded in 2016 by Kabir Barday and is backed by Insight Partners, Coatue, TCV, SoftBank, Franklin Templeton and Generation Investment Management. The company reports more than 14,000 customers worldwide, over 300 patents and roughly 2,300 employees, with offices in London, Bangalore, Madrid, Paris, Munich, Singapore and Melbourne. Between 2016 and 2021 it bought Optanon, DataGuidance, Integris Software, DocuVision, Convercent, Shared Assessments, Tugboat Logic and Planetly to widen the platform. In December 2024 it transferred its Convercent ethics and compliance business to EQS Group. John Heyman became chief executive in February 2026, with Barday remaining on the board.

Chainguard is a Seattle-based provider of secure container images and libraries rebuilt continuously from source in SLSA Level 3 environments. Its catalog includes minimal images for languages like Python, Java, and Rust, each with cryptographic signatures, SBOMs, and zero known vulnerabilities at release. Chainguard maintains open-source projects such as Sigstore and contributes to Wolfi Linux, serving enterprises adopting Kubernetes and cloud-native deployments.

AvePoint Inc provides customizable solutions to optimize SaaS operations, enable secure collaboration, and accelerate digital transformation across technologies and industries. Its Confidence Platform delivers a comprehensive set of cloud-based solutions enabling IT operations, development operations, and cybersecurity professionals to monitor and secure the digital workplace using SaaS tools.

Applied Digital Corp is a U.S. based designer, developer, owner, and operator of large-scale, purpose-built data centers engineered to support high-performance computing (HPC) workloads, including artificial intelligence (AI), machine learning, and other accelerated-compute applications. It design, build, and operate high-performance, sustainably engineered data centers which it refer to as AI factories and deliver that capacity to investment-grade hyper scalers and other compute customers under long-term lease and hosting arrangements. The company has two segments Data Center Hosting Business, and HPC Hosting Business. The company generates majority of revenue from Data Center Hosting Business segment. Its solutions are Digital Infrastructure, and AI Factories.