"I put it at 99% that Avigilon is seriously evaluating offers."
Yikes! I see few good options:
If it's Panasonic, Cisco, Bosch, Lenel, or Pelco I could see a shift to overpriced client licenses, the focus on selling boxes, buggy/poorly documented software releases, non-existent support, and a push for maintenance agreements. The VMS would disappear and become an NVR. Not sure Pelco has the capital.
If it's Hikvision I am pretty sure I will have to pick up my cameras from an Amazon box outside my office door and compete against Joe Trunkslammer. This does seem most likely as it gives them a reasonable beach-head in increasingly isolationist America.
If it's Tyco... why?
If it's Canon that would be amazing but incredibly unlikely.
If it's Dahua we may not even know Dahua bought them due to a poorly translated press release. Product will also show up on Amazon and Alibaba.
If it's Flir... might be interesting.
If it's Samsung (not Hanwha) looking to get back into the industry I would question the timing.
If it's Hanwha... I don't know enough about them to be concerned.
Who else has the capital? Could it be a non-manufacturer?