Enterprise Networking Security & Performance Platforms sector
Strategic acquirers, private equity (buyout funds and growth funds) firms, and valuation benchmarks for Enterprise Networking Security & Performance Platforms
1.1 - About Enterprise Networking Security & Performance Platforms sector
Companies in the Enterprise Networking Security & Performance Platforms category deliver cloud-first networking and security services that protect and accelerate digital experiences. They operate global edge networks to secure web, API, and private application access, optimize routing, and improve reliability. As strategic buyers in enterprise networking, these vendors reduce latency, block threats, and simplify network operations across hybrid and multi-cloud environments.
Offerings span content delivery networks and DDoS mitigation, web application firewalls with API protection, and Secure Service Edge combining SWG, CASB and ZTNA for unified access. Many provide SD-WAN and edge networking to connect branches, micro-segmentation to contain breaches, smart routing and traffic acceleration, plus deep network observability and analytics to monitor, troubleshoot and enforce policy across distributed environments. Several vendors also offer professional services for deployment, policy tuning, and integration with identity providers and cloud platforms.
They serve global enterprises, digital-native businesses and mid-market organizations operating hybrid infrastructure. Outcomes include faster application performance and lower latency for users, reduced attack surface and stronger data protection, improved compliance through centralized policy, and operational efficiencies from consolidating tools and automating visibility, leading to fewer incidents and quicker remediation.
2. Buyers in the Enterprise Networking Security & Performance Platforms sector
2.1 Top strategic acquirers of Enterprise Networking Security & Performance Platforms companies
Cloudflare
HQ: United States
Website
- Description: Provider of cloud-based security, performance, reliability and developer solutions delivered through a global anycast network, offering an integrated suite that protects external-facing websites, secures internal networks, and enables serverless application development for organizations and consumers.
- Key Products:
- Content Delivery Network (CDN): Distributed network of servers that caches website content, accelerating page loads, reducing bandwidth and CPU usage for faster, more efficient web delivery
- Argo Smart Routing: Uses Cloudflare’s network intelligence to steer end-user traffic over less congested, more reliable Internet paths, improving performance and availability
- Cloudflare Access: Zero Trust access service enforcing identity, device, location and network-context policies to secure internal applications without traditional VPNs
- Magic Transit: IP-layer service deployed in front of enterprise networks that blocks DDoS attacks and provides virtual network functions such as firewalling, load balancing and traffic management.
- Rationale: Provider of CDN edge caching, Argo Smart Routing performance optimization, and Cloudflare Access Zero Trust app access for secure networking.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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2.2 - Strategic buyer groups for Enterprise Networking Security & Performance Platforms sector
M&A buyer group 1: Content Delivery Network (CDN)
6 companies
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Description: Companies in the Enterprise Content Delivery Network Solutions category operate global edge networks that accelerate and secure delivery of web, API, video, and software content. Strategic buyers in this space cache assets close to users, optimize routes, and shield origins to reduce latency and improve reliability. Organizations use these vendors to scale traffic worldwide, protect applications from attacks, and ensure consistent performance across devices and geographies.
Cloudflare
- Type: N/A
- Employees: ●●●●●
- Description: Provider of cloud-based security, performance, reliability and developer solutions delivered through a global anycast network, offering an integrated suite that protects external-facing websites, secures internal networks, and enables serverless application development for organizations and consumers.
- Key Products:
- Content Delivery Network (CDN): Distributed network of servers that caches website content, accelerating page loads, reducing bandwidth and CPU usage for faster, more efficient web delivery
- Argo Smart Routing: Uses Cloudflare’s network intelligence to steer end-user traffic over less congested, more reliable Internet paths, improving performance and availability
- Cloudflare Access: Zero Trust access service enforcing identity, device, location and network-context policies to secure internal applications without traditional VPNs
- Magic Transit: IP-layer service deployed in front of enterprise networks that blocks DDoS attacks and provides virtual network functions such as firewalling, load balancing and traffic management.
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms in Enterprise Networking Security & Performance Platforms sector
3.1 - Buyout funds in the Enterprise Networking Security & Performance Platforms sector
2.2 - Strategic buyer groups for Enterprise Networking Security & Performance Platforms sector
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4 - Top valuation comps for Enterprise Networking Security & Performance Platforms companies
4.2 - Public trading comparable groups for Enterprise Networking Security & Performance Platforms sector
Valuation benchmark group 1: Cloud CDN and Web Security Companies
3 companies
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Description: Companies in this trading comparable group operate cloud-based content delivery networks and edge security platforms that accelerate and protect web applications and media. Their core model combines usage-based network delivery with subscription security and performance services, leveraging global edge infrastructure. They are grouped as public trading comparables because they monetize similar traffic-driven workloads, sell to overlapping customer segments, and compete on latency, reliability, and security efficacy at internet scale.
Cloudflare
- Enterprise value: $●●●m
- Market Cap: $●●●m
- EV/Revenue: ●.●x
- EV/EBITDA: ●●.●x
- Description: Provider of web performance and security services delivering advanced solutions to protect and accelerate websites, optimize networks, and enhance application security through a global cloud platform.
- Key Products:
- Web Application Firewall: Security solution that protects web applications from online threats
- Content Delivery Network: Service to distribute content globally and speed up website performance
- DDoS Protection: Measures to safeguard websites from distributed denial-of-service attacks
- Zero Trust Services: Security framework to verify and authenticate user actions and devices
- API Management: Tools to secure, manage, and scale APIs effectively.
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Revenue growth
Median
15.7%
2025E
16.0%
2026E
EBITDA margin
Median
28.2%
2025E
28.6%
2026E
Cash EBITDA margin
Median
27.6%
2025E
28.0%
2026E
EV/Revenue
Median
8.4x
2025E
6.8x
2026E
EV/EBITDA
Median
28.9x
2025E
24.4x
2026E
EV/Cash EBITDA
Median
29.0x
2025E
25.5x
2026E
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