Accenture to Take Majority Stake in Dragos, Acquire runZero and NetRise in $4.175B OT Security Deal

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Summary

Accenture announced a majority investment in Dragos and acquisitions of runZero and NetRise, valuing the combined enterprise at about $4.175 billion. The companies aim to combine OT threat detection, asset discovery, firmware analysis and supply-chain visibility.

Key points

  • Accenture announced it will take a majority stake in Dragos and acquire all of runZero and NetRise.
  • Accenture puts the combined enterprise value at about $4.175 billion, subject to standard price adjustments; the deals are expected to close in August and September.
  • The companies’ capabilities include Dragos’ OT threat detection, runZero’s asset discovery and exposure assessment, and NetRise’s firmware analysis and software supply-chain visibility.
  • Accenture says the combination is intended to improve visibility, threat detection and response for industrial and critical-infrastructure operators.
  • Dragos CEO Robert Lee said the deal values Dragos at $3.25 billion; Accenture projects the three businesses will generate about $208 million in ARR as of June 2026.

Article Details

Event Type
Cybersecurity acquisitions: Accenture announced a majority stake in Dragos and full acquisitions of runZero and NetRise.
Impact
The companies plan to combine Dragos' OT threat detection, runZero's asset discovery and exposure assessment, and NetRise's firmware and software supply-chain analysis into a solution for industrial and critical infrastructure operators. Accenture put the combined enterprise value at approximately $4.175 billion, subject to price adjustments.

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