Subscriber Discussion

OLD / CLOSED: Win $500 - What Security Company Will Be Acquired Next? (2013)

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Michael Budalich
Jun 21, 2013
Genetec

3 weeks ago Avigilon purchased Red Cloud for 17 million dollars. Exacq gets purchased for $150 million in cash by Tyco.

My question to IPVM is: Who will be the next company that gets acquired? It will be interesting to hear the speculation.

[IPVM Note: We are offering a $500 price to those who guess correctly. See details inside.]

JH
John Honovich
Jun 21, 2013
IPVM

Let's put a little money on this. IPVM will pay $500 for the right guess.

Each person gets to pick one company that they believe will be acquired next. The pot is then equally split among all the people who picked that (i.e., if 5 people pick Axis and Axis gets acquired, each picker gets $100 each).

You must comment / 'enter' in this discussion, using your real name.

When the next company is acquired (whether it's next week or next year), the contest concludes and we pay out. Payment via Paypal or IPVM credit, your choice.

Who's going to pick first?

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Marty Major
Jun 21, 2013
Teledyne FLIR

Are you limiting the potential 'winner' to a company with a specific functionality (or size)? i.e. does the 'acquired' company have to be a VMS, Access Control or other 'major' player? Does a monitoring company who buys out a security companies alarm contracts count? What about a 'merger' where two companies 'join forces'?

Also, is there a bonus pay out if you guess both the company who gets bought and the company who buys them? :)

Another also, which probably doesn't even need to be mentioned (but I will anyway) - guesses relating to one's own employer should be highly discouraged. (Just in case someone is a real idiot)

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Sean Nelson
Jun 21, 2013
Nelly's Security

Avigilon

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Carl Lindgren
Jun 21, 2013

Next Level Security Systems.

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Michael Budalich
Jun 21, 2013
Genetec

Vivotek.

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Marty Major
Jun 21, 2013
Teledyne FLIR

BRS Labs

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Brian Karas
Jun 21, 2013
Pelican Zero

I just filed S-Corp paperwork for two security companies, "Security A" and "Security B". Then I sold Security B to Security A for $1

You owe me $500, thanks.

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Brian Rhodes
Jun 21, 2013
IPVMU Certified

I just filed S-Corp paperwork for two security companies, "Security A" and "Security B". Then I sold Security B to Security A for $1

You owe me $500, thanks.

You're more profitable than Intransa!

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Michael Budalich
Jun 21, 2013
Genetec

Well played Brian.

John, perhaps we should make some stipulations so we don't have gimmicks here.

Company must be in business for at least 3 years and have revenues over a million dollars?

What do you think should be the parameters?

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Luis Carmona
Jun 21, 2013
Geutebruck USA • IPVMU Certified

There's a Notorious B in every group.

My pick is Dedicated Micros.

JG
John Grocke
Jun 21, 2013

Vicon

JH
John Honovich
Jun 21, 2013
IPVM

Only manufacturers are allowed as entries and only those who have been mentioned previously on IPVM.

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Naeem Chaudhary
Jun 21, 2013
Pelco by one of Chinese company
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Steve Beck
Jun 21, 2013

I'm going to say Genetec is going to be bought by Bosch

HB
Harold Baumgarten
Jun 21, 2013

My bet is Genetec being aquired by Bombardier

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Brian Karas
Jun 21, 2013
Pelican Zero
I think Firetide stands a good chance of being acquired.
JH
John Honovich
Jun 21, 2013
IPVM

Btw, you don't have to guess who will be the acquirer. If you get the acquired right but not the acquirer you still win.

Also, multiple people can vote for the same company. Hint: I recommend tagging along on Brian Karas' guess ;)

AH
Anthony Hackett
Jun 21, 2013

verint will be purchased by nice (if approved)

JH
John Honovich
Jun 21, 2013
IPVM

Re: Avigilon being acquired. Their marketing cap as of today is $617 million. Unless that falls precipitously, you have to expect they would not sell for less than $800 million or $1 billion, as acquisitions always come as a premium to market cap. This doesn't mean they are (or are not) worth it, just that you are going to have to find a very deep pocket buyer.

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Sean Nelson
Jun 21, 2013
Nelly's Security

IPVM Acquires Avigilon :D

SE
Seth Everson
Jun 21, 2013

DotWorkz, for their awesome marketing department.

CC
CHARLES CASE
Jun 21, 2013

March Networks

JH
John Honovich
Jun 21, 2013
IPVM

March Networks was acquired by Infinova at the end of 2011, though if March is sold off, that would count. Also, if Infinova is acquired, that would too.

SR
Scott Reames
Jun 22, 2013

I hope someone acquires the old GE Security (UTC) and makes it work.

DD
Darryl Da Silva
Jun 22, 2013
Aimetis
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Jeffrey Hinckley
Jun 22, 2013

ONSSI

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Hans Kahler
Jun 22, 2013
Eagle Eye Networks

Pelco

UM
Undisclosed Manufacturer #1
Jun 24, 2013

Why should Schneider sell Pelco?

JH
John Honovich
Jun 22, 2013
IPVM

Btw, I think Aimetis would be an attractive acquisition target for a big conglomerate. Aimetis has their own real technology in both VMS and analytics, they don't have a big brand (which conglomerates typically don't want to be pay for), and could likely be acquired at much more modest price than Exacq.

RA
Robert Ansell
Jun 23, 2013
Verint
JC
Jeff Coombs
Jun 23, 2013

Salient

JG
James Gondela
Jun 23, 2013

I'll guess 3VR

GG
Gautham Gopalakrishna
Jun 23, 2013

NLSS is likely

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Mark McRae
Jun 23, 2013
Inaxsys Security Systems
Arecont
DH
Dan Hale
Jun 23, 2013

3VR

MC
Margarita Castillo
Jun 23, 2013

hm... I've got to go with Luis and say Dedicated Micros. Really I'm just hoping they go away...quietly.

wl
wang lin
Jun 24, 2013

PELCO

JH
John Honovich
Jun 24, 2013
IPVM

Pelco takes an early lead!

Btw, we looked at a Hikvision / Pelco potential deal earlier this year. If that happened, it would be a monster.

PA
Paul Akkermans
Jun 24, 2013

Mirasys

U
Undisclosed
Jun 24, 2013

HIK VISION

ACTi

MR
Mike Reding
Jun 24, 2013

I'm in with Salient. (purchased by AMT)

MW
Mark Wagner
Jun 24, 2013

Verint

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Luis Carmona
Jun 24, 2013
Geutebruck USA • IPVMU Certified

Well, my vote for Dedicated Micros isn't a wish for them to go away. It'd be great if they could make a comeback with relevant and competitive products. I just don't think it's going to happen unless it's sold, and someone may want it for the ClosedIP security methodology, and as a segway to sell upgrades to what's probably still a large customer base in Europe. All speculation on my part.

CA
Chris Anderson
Jun 24, 2013

ONSSI

JH
John Honovich
Jun 24, 2013
IPVM

Interesting, lots of votes for VMS software companies!

Velayuthan, are you picking Hikvision to be acquired or for Hikvision to acquire ACTi? I don't think either are likely. Hikvision's market cap is ~$10 billion USD, so basically no one can afford them!

U
Undisclosed
Jun 25, 2013

Yes I am thinking Hikvision (or) ACTi to be acquired by someone :) let's c

TM
Thomas Marik
Jun 24, 2013

S2 Security

JW
John White
Jun 24, 2013
Aimetis by Johnson Control
JH
John Honovich
Jun 24, 2013
IPVM

Wow, that's extremely specific! What do you have inside information? ;)

SA
Syd Anthony
Jun 25, 2013

Pelco purchased by a very large Chinese manufacturer...and No not necessarily by HIKVision!

RL
Robert Lazzarotto
Jun 25, 2013

Mobotix

RG
Ryan Gomes
Jun 27, 2013

Dropcam

ST
Seth Thompson
Jun 27, 2013

PELCO by HIKVISION

Honestly Hikvision could grab a few up if they really wanted to... They will keep being huge with just China as main buyers but if it branches it could grab a few of the 100Mill or so companies and take a good chunk of the market. or go for Avigilon or a large fish much like Verison did when they grabbed Alltel which im still upset about. Loved my Alltel...

I hope its no Avigilon I like there VMS and not a fan of Hikvisions. but we will see

JH
John Honovich
Jun 27, 2013
IPVM

Re: Dropcam. I am quite curious what the endgame for them is. My hunch is that they don't get acquired for a long time.

The practical problem is that their valuation is probably extremely high, as Silicon Valley multiples are vastly greater than normal security / surveillance industry ones. As such, I couldn't see any existing player making an offer they would take.

That said, maybe some big consumer electronics company buys out Dropcam.

RF
Robert Fehrenbacher
Jun 30, 2013

Vivotek

JH
John Honovich
Jun 30, 2013
IPVM

Btw, we are not accepting any more entries for 3VR, given their significant layoffs and rumored acquisition.

Those who have already entered 3VR (about 3 of you I believe) will split the $500 if 3VR is the next to be acquired.

However, everyone else, keep on entering!

XZ
Xiaofei Zhi
Jul 02, 2013

milestone going to be aquired

JH
John Honovich
Jul 02, 2013
IPVM

That's the first vote for Milestone!

SR
Scott Reames
Jul 02, 2013

Dahua. Talk about a shot in the dark.

SP
Sean Patton
Jul 02, 2013

Someone said GE Security, I am going add to that to Lenel.

JG
John Grocke
Jul 02, 2013

> Someone said GE Security, I am going add to that to Lenel.

GE Security was bought out by UTC in 2010 which included Lenel. Are you suggesting UTC is going to spin everything off like GE or just Lenel specifically?

ST
Seth Thompson
Jul 02, 2013

Been a while since NICE grabbed up anyone and HIKVISON could swallow a few if it wanted to

Pelco.......... by Hik but then why they dont need to expand they can stay making that rev just in China and Asia so why wade into the more North America side and have compete when you have the easy win and 1/3rd of the human population to sell to..... hmmmmmmmmm

but If you want to stay #1 then you have to grow. so Im staying with HIKVISON grabbing Pelco

UM
Undisclosed Manufacturer #2
Jul 02, 2013

No reason for Hikvision to purchase Pelco. Schneider Electric is all about the integrated / full building solution, including security, no reason for them to sell - even if the idea that this is the NEXT deal, no way. Those negotiations, even if they would happen, would take quite some time. On top of that SE has made quite an investment in Clovis.

Schneider Electric needs something to fill in that redcloud deal... The last "Partnership" kind of screwed them.. I think they buy someone quick.

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Murat Altu
Jul 09, 2013
AxxonSoft

I also vote for Milestone...sooner or later it will happen.

Because financial investors must have exit strategy.

IPO looks not real with current company performance.

Genetec will go for IPO :)

WA
Wassim Abu-Zent
Jul 09, 2013
IPVMU Certified

I am going to go with Video Insight.

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