National Security Investors
Overview and Investment Strategy
The security industry is large, fragmented, and rapidly growing. Matters of security and business continuity have become paramount to shareholders, Boards of Directors, management, employees, customers and partners. In addition, domestic spending on security by the public sector will be a major influence on demand throughout the entire industry. In addition to the changing regulatory environment, it is this combination of increasing regulation and strategic importance that is expected to fuel the rapid growth in security spending over the next decade.
The definition of Critical Infrastructure has included the following area, representing a vast segment of the US and world economies:
- Transportation
- Information Systems
- Water Supply / Waste Water Treatment
- Agriculture / Food Supply
- Public Health
- Defense Industrial Base
- Telecommunications
- Chemical Industry
- Energy
- Postal / Shipping Services
- Banking and Finance
- Monuments and Icons
- Emergency Services
- Key Industry / Technology Sites
- Government Continuity
- Large Gathering Sites
Why Critical Infrastructure?
We firmly believe that the critical infrastructure market will continue to experience a dramatic increase in security spending. Despite an increased concern for the protection of critical infrastructures, it is uniformly acknowledged that significant vulnerabilities still exist. Security threats are magnified because large scale security infrastructure failures could result in catastrophic consequences, including loss of life and many billions of dollars in damages. We believe that infrastructure organizations will experience high growth in security spending. These core industries share common characteristics that unite them as an addressable market requiring a unique approach to security. These shared characteristics include a high degree of regulation, intensive capital requirements, extensive decision making and budgeting processes, and perhaps most importantly, a non-standard technical and engineering environment to protect specialized environments, such as supervisory control and data acquisition (SCADA) systems, and other items unique to critical infrastructure organizations. In addition, critical infrastructure systems are large and geographically dispersed and therefore require targeted and scalable products and services. As a result, a high degree of specialization and industry knowledge is required to successfully invest into these markets.
PCP has partnered up with a world-class security investment team, Security Growth Partners (Elad Yoran: CEO and Founder), to co-manage the National Security Investors fund. Please refer to their website for more information: http://www.securitygrowth.com.
Key Team Member Information