DOES ANYONE HAVE EXPERIENCE IN CYBERSECURITY BUSINESSES?
I am running a traditional Search Fund and I am currently analyzing a cybersecurity company in Latin America. The company has been 25 years in the business, and is primarily a VAR (~ 75% of revenues), with 25% coming from services (both MSS and consulting services).
My background is not in tech, let alone cybersecurity, so I am hoping to touch base with anyone who has experience in the cybersecurity space in order to get some advice and better understanding of the industry.
Industry has a incredibly positive outlook, particularly in LatAm, and depending on the business model can have very attractive attributes for SF investing. However, I fear that my lack of a technical background and knowledge of the space will be a problem when it comes to taking over operations.
Any advice or help will be greatly appreciated! Thanks in advance!