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The NextMarket Report — Vivint

About Those IControl Acquisition Rumors

Mike Wolf ADT Alarm.com Comcast IControl Vivint Zonoff

This past week Stacey Higginbotham had a good piece about the possible sale of IControl to Comcast and Alarm.com  The rumors of IControl getting acquired or split up have been floating around since early spring, and what I read in the piece echoed much of what I've heard in what appears to be an imminent transaction.  A few more details of what will likely happen: Comcast would buy the Zigbee-related platforms targeted around smart home automation and security for cable providers. This includes the Converge (monitored) and Touchstone (self-installed, self-monitored) platforms that powers security and smart home services sold by cable providers under their own brand....

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Analysis: ADT Acquisition Comes At Critical Point in Home Security Market Evolution

Mike Wolf ADT Canopy Vivint

Last week's announced acquisition of ADT by private equity firm Apollo Global Management was big news for the home security industry. In ADT, Apollo got the industry's largest overall player, with a total subscriber count that is approximately 4X bigger than the next biggest competitor in Protection 1, a company also owned by Apollo. Apollo plans to combine ADT and Protection 1 into a unified company, with the new combined company operating under the ADT brand. Combined, ADT and Protection 1 will be almost six to seven times the size of the next biggest competitor. What does Apollo get in ADT? Beyond netting the biggest and most recognized name...

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