How Capital and Consolidation Shaped the Security Industry in 2025
Key Highlights
-
Private equity activity and large-scale acquisitions continued to accelerate consolidation across security technology and services.
-
Strategic divestitures and corporate restructurings signaled sharper focus on core platforms, recurring revenue, and scalable business models.
-
Investments in cloud, monitoring, access control and software underscored where capital flowed to support long-term growth in 2025.
Throughout 2025, mergers, acquisitions, divestitures and major investment moves reshaped the competitive landscape of the security industry. From private equity-driven consolidation and portfolio realignments to strategic bets on cloud platforms, monitoring services, and access control technologies, these transactions signaled where capital is flowing and how companies are positioning for long-term growth.
The following list highlights the most consequential industry transactions covered by SecurityInfoWatch in 2025, with brief summaries outlining why each deal mattered.
Bosch Sells Security and Communications Technology Business to Triton Partners
Bosch announced the sale of its security and communications technology business to private equity firm Triton Partners, marking a significant portfolio shift for the industrial conglomerate. The transaction includes video surveillance, access control, intrusion detection and communications systems. Bosch said the move allows the business to pursue focused growth under new ownership, while Triton gains a global platform positioned for consolidation and operational investment.
Dissecting Verkada’s $4.5 Billion Valuation: Analysts Weigh In
Analysts weighed in on Verkada’s reported $4.5 billion valuation, examining what the figure signals about investor confidence in cloud-managed video and physical security platforms. Commentary focused on Verkada’s recurring revenue model, vertical integration, and rapid customer growth, while also raising questions about competitive pressure, market saturation, and how long premium valuations can be sustained in a tightening investment environment.
SimpliSafe to Join Everon Owner GTCR’s Security Holdings
SimpliSafe agreed to join the security portfolio of private equity firm GTCR, the owner of Everon, in a deal that further expands GTCR’s footprint across residential and commercial security markets. The transaction highlights continued private equity interest in scalable, subscription-driven security businesses and raises questions about long-term brand strategy, channel alignment, and potential synergies across GTCR’s growing security holdings.
GardaWorld’s ECAM Emerges From Strategic Merger of Live Monitoring Leaders
GardaWorld announced the formation of ECAM following the strategic merger of its remote video monitoring operations with other live monitoring assets. The move creates a unified platform focused on video-based deterrence and monitoring services, reflecting broader industry consolidation around technology-enabled guarding models. Company leaders positioned the merger as a step toward scale, operational efficiency, and expanded service capabilities.
Pye-Barker Fire & Safety Announces Acquisition of 13 Fire, Security Companies
Pye-Barker Fire & Safety revealed the acquisition of 13 fire and security companies in a single expansion move, reinforcing its aggressive growth strategy. The transactions extend Pye-Barker’s geographic reach and service capabilities across fire protection, life safety, and security systems. The announcement underscores continued consolidation in the fire and security services market, driven by scale, labor pressures, and recurring inspection revenue.
Honeywell to Pursue 3-Way Company Split
Honeywell disclosed plans to pursue a three-way corporate split, separating its aerospace, automation, and advanced materials businesses into independent companies. The move aims to unlock shareholder value and sharpen strategic focus within each segment. For the security industry, the announcement raised questions about the future positioning of Honeywell’s building technologies and how increased independence could influence investment, innovation, and partnerships.
Allegion to Acquire Elatec in $204M Deal to Expand Access Control Tech
Allegion announced a $204 million agreement to acquire Elatec, a provider of RFID reader and credential solutions, strengthening its access control technology portfolio. The deal expands Allegion’s capabilities in multi-technology credential support and global OEM integrations. Executives said the acquisition supports Allegion’s strategy to deepen its role in open, interoperable access ecosystems amid rising demand for flexible identity solutions.
Everon Bets On Multifamily Scale With ADT B2B Deal
Everon entered into an agreement with ADT to acquire its multifamily commercial security business, signaling a strategic bet on scale in the multifamily sector. The deal expands Everon’s customer base and recurring revenue footprint while reinforcing its focus on enterprise and property-level security services. Industry observers viewed the move as part of broader repositioning following Everon’s separation from ADT.
Alarm.com Takes Majority Stake in CHeKT to Enhance Remote Video Monitoring Services
Alarm.com acquired a majority stake in CHeKT, a provider of remote video monitoring and verification services, strengthening its position in video-enabled alarm response. The investment reflects growing demand for verified response, crime deterrence, and integrated monitoring workflows. Alarm.com said the move supports its ecosystem strategy by extending professional monitoring capabilities tied to its platform.
ASSA ABLOY to Acquire Physical Security Management Platform SiteOwl
ASSA ABLOY announced plans to acquire SiteOwl, a physical security asset and identity management platform, expanding its software and services footprint. The deal aligns with ASSA ABLOY’s strategy to complement hardware portfolios with cloud-based management tools that help customers manage access devices, compliance, and lifecycle data. The acquisition reflects continued convergence of physical security hardware and enterprise software platforms.
About the Author
Rodney Bosch
Editor-in-Chief/SecurityInfoWatch.com
Rodney Bosch is the Editor-in-Chief of SecurityInfoWatch.com. He has covered the security industry since 2006 for multiple major security publications. Reach him at [email protected].