What Mergers & Acquisitions Trends Reveal About Cybersecurity’s Future | RSAC2025 Chat w/ Yair Geva
2In this on-location conversation recorded during RSAC 2025, attorney, investor, and strategic advisor Yair Geva shares a global perspective shaped by years of legal counsel, venture investing, and deal-making across Israel, Europe, and the U.S. Geva offers unique insight into how cybersecurity, AI, and M&A are not only intersecting—but actively reshaping—the tech ecosystem.
More than just a legal expert, Geva advises early-stage founders and institutional investors across markets, helping them navigate cultural, legal, and strategic gaps. With over 50 personal investments and a strong focus on cybersecurity in recent institutional activity, his perspective reflects where real momentum is building—and how smart capital is being deployed.
AI Acceleration and M&A Hesitation
According to Geva, the accelerating capabilities of AI have created a strange paradox: in some sectors, VCs are hesitant to invest because the pace of change undermines long-term confidence. Yet in cybersecurity, AI is acting as a catalyst, not a caution. Cyber-AI combinations are among the few domains where deals are still moving quickly. He points to recent acquisitions—such as Palo Alto Networks’ move on Protect AI—as a sign that strategic consolidation is alive and well, even if overall deal volume remains lighter than expected.
Cyber Due Diligence Is Now Table Stakes
Across all industries, cybersecurity evaluations have become a non-negotiable part of M&A. Whether acquiring a fashion brand or a software firm, buyers now expect a clear security posture, detailed risk management plans, and full disclosure of any prior breaches. Geva notes that incident response experience, when managed professionally, can actually serve as a confidence builder in the eyes of strategic buyers.
From Global Hubs to Human Connections
While San Francisco remains a major force, Geva sees increasing momentum in New York, London, and Tel Aviv. Yet across all markets, he emphasizes that human relationships—trust, cultural understanding, and cross-border collaboration—ultimately drive deal success more than any legal document or term sheet.
With a front-row seat to innovation and a hand in building the bridges that power global tech growth, Yair Geva is helping define the next chapter of cybersecurity, AI, and strategic investment.
Listen to the full conversation to hear what’s shaping the deals behind tomorrow’s cybersecurity innovations.
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Guest:
Yair Geva, Partner, Head Tech Division at Herzog, Fox & Neeman | https://www.linkedin.com/in/yairgeva/
Resources
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Keywords:
sean martin, marco ciappelli, yair geva, cybersecurity, investment, ai, m&a, venture, resilience, innovation, brand story, brand marketing, marketing podcast, brand story podcast
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