Assa Abloy

Physical access control systems (PACS) are becoming an authoritative source for occupancy data, workplace analytics, and real-time building orchestration. At the same time, a strategic contest is emerging between traditional security vendors and the new wave of workplace, IoT, and enterprise platforms, all competing to “own” the identity graph that increasingly determines how buildings operate, […]

This Research Note examines the technology strategy of ASSA ABLOY, the Swedish-headquartered global access control business, by analyzing the acquisitions, partnerships, divestments, and investments of the group’s Global Technologies division. In part 2, we have mapped the strategic direction of the Global Solutions business unit by categorizing the various transactions by vertical market since January […]

This Research Note examines the technology strategy of ASSA ABLOY, the Swedish headquartered global access control business, by analyzing the acquisitions, divestments, partnerships, and investments of the group’s Global Technologies division. In part 1, we map the strategic direction of HID by categorizing the various transactions by technology since January 2023. Part 2 covers the technology […]

This Research Note examines one of the top three companies in the global access solutions market, dormakaba. Based on their FY2024/2025 financial results, year ending 30 June 2025, and investor presentation, we summarize their financial highlights and explore their North American growth strategy and business model change for access control products. Previously, we covered their […]

This Research Note examines the Global Technologies Division of ASSA ABLOY, the Swedish global access control group with the largest installed base of locks and different access solutions in the world. Our analysis is based on ASSA ABLOY’s 2023 Annual Report, their Capital Markets Day Presentation, 14th May 2024, and subsequent acquisitions in 2024. ASSA […]

This Research Note reviews physical security acquisitions in the commercial smart buildings space over the last 12 months. We highlight significant M&A transactions in video surveillance, access control, electronic locking, alarm monitoring, fire detection & suppression, and life safety systems. 3 major transactions in the physical security sector were completed in 2023 – Carrier divested […]

This Research Note examines the technology strategy of Assa Abloy, the global vendor in the access solutions space. We have mapped M&A activity in physical security, access control and identification solutions by categorizing the various acquisitions by technology over the last 2 years (January 2022 to date). The strategy presentation slide (shown below) at the […]