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Dealcast: The M&A Podcast

Palo Alto’s CyberArk takeover to attract US regulatory attention

19 Aug 2025

Description

The cybersecurity industry is based around three pillars: identity management (like CyberArk and ForgeRock), network management (like Palo Alto) and end-point security (also provided by Palo Alto).Will the DoJ be concerned about Palo Alto bundling the three pillars together?How has regulatory thinking on bundling theory evolved from US President Joe Biden’s administration to President Donald Trump’s?Will officials under Trump continue to take a hard line on tech consolidation in general? And how about cybersecurity in particular?All this and more in this week’s Dealcast.

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