Access Control
Motorola: How 10 Years of Acquisitions Built a Security Powerhouse
June 10th, 2026Securitas Technology: Growth Short of Target in $5.8B Security Business
May 28th, 2026
Smart Building AI Consolidation: The Acquisition Wave!
The independent smart building AI specialist vendor is becoming an endangered species. Our new research tracked approximately $22 billion of disclosed mergers and acquisitions value across roughly 35 transactions in the 27 months to April 2026. On the other side of the ledger, only 34 new companies entered the market across all 12 use case […]
Johnson Controls Eyes $4.5B Security Sale: 3 Potential Buyers Analyzed
Johnson Controls is working with advisers to gauge buyer appetite for its Access Control and Intrusion Detection units, with a combined price tag potentially reaching $4.5 billion, according to a Bloomberg report. The company is exploring selling the units separately or together, though deliberations remain at an early stage and retaining one or both is […]
Alcatraz AI’s $50m Series B: Facial Authentication Reshaping Access Control?
Following on from last week’s announcement of a $50 million Series B round, this Research Note examines Alcatraz, which has developed an AI-powered physical access control system that authenticates employees without collecting personal data. We review the development of the US startup and its flagship facial authentication device, before assessing the likelihood of Johnson Controls […]
Alarm.com Surpasses $1Bn Revenue with 25% in Commercial Security & Energy Management
In this Research Note, we examine Alarm.com, a US provider of physical security, intelligent automation, and energy management solutions for smart homes and commercial real estate. This analysis is based on Alarm.com 2025 results, 19th February 2026, investor presentations, 2025 10K report and announcements throughout the year. We previously covered the company in March 2025. […]
Artificial Intelligence in Commercial Buildings: The Reality in 2026
The most underappreciated barrier to adopting artificial intelligence in commercial buildings is the cost and complexity of integrating it with the existing building stock. Up to 75% of engineering effort and budget goes to making existing systems legible to the analytics layer, not to the analytics itself. The technology is not the bottleneck. The building […]
dormakaba M&A Surge: 9 Deals in 14 Months Signals a Decisive Strategy Shift
This Research Note examines M&A and investment activity at dormakaba over the last 14 months, highlighting their commitment to execute their growth strategy at a bolder pace. We comment on this acceleration of external investments based on 6 bolt-on acquisitions and 3 strategic investments since February 2025, review their North American growth plan, and provide […]
Motorola Solutions’ Video & Access Business Grows 10% to $2.1B in 2025
In this Research Note, we examine Motorola Solutions’ Video Security & Access Control business in the past year, based on their full-year 2025 financial results and Investor Overview Presentation. We also review their acquisition of Blue Eye in November 2025. Motorola Solutions Profile Motorola Solutions is a US-listed company leading in public safety and enterprise […]
Allegion: $630 Million in Acquisitions Fuels Digital Security Strategy
This Research Note examines Allegion plc, the global security products and solutions provider, based on its 2025 financial results, 10-K report, acquisitions and corporate venture funding throughout the year. Allegion Profile Allegion, a US public company headquartered in Ireland, is the standalone business formed in 2013 from the former commercial and residential security businesses of […]
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