华丽安：2024年第二季度全球网络安全更新报告（英文版）

Q2 saw a substantial recovery in M&A activity, nearly tripling last year’s Q2 deal value, propelled by large deals such as IBM’s acquisition of Hashicorp and Thoma Bravo’s buyout of Darktrace.  Capital invested remains low, near its Q2 slump, but deal volume has spiked noticeably in tandem.  We anticipate activity to pick up in the second half of 2024, driven by aging sponsor portcos, a high accumulation of dry powder, and sustained high conviction in the industry.  This past quarter,