Over the past year, there has been a wave of security market consolidation, driven in large part by the larger vendors. One notable example of that was Symantec's two blockbuster acquisitions of Blue Coat Systems and LifeLock last year, as well as IBM's acquisition of Resilient Systems. Glasswing Ventures' Grinnell said he expected to see those big-name vendors – especially Symantec – touting their acquisitions at the show. 1011 Ventures' founder and General Partner Mark Hatfield said he also expects to see the midsize companies that have received significant venture capital funding, such as Cylance and Crowdstrike, have acquisition rumors swirling around them at the show.
"This is a great opportunity for tuck-ins for the next wave of companies. I expect you will see take-outs that are not huge," Hatfield said. "I think the next wave of companies … will all be active in acquisitions in terms of technology and talent to augment their existing product lines."