프루프포인트, 63억 달러 규모의 거래로 바로니스 인수

October 15, 2026

이번 결합을 통해 AI로 가속화된 위협과 데이터 위험으로부터 보호하는 완벽한 보안 플랫폼을 제공할 새로운 사이버 보안 강자가 탄생합니다.

플로리다주 마이애미 및 캘리포니아주 서니베일 – 2026년 10월 15일 – 데이터 및 AI 보안 리더인 Varonis Systems, Inc. (Nasdaq: VRNS) (이하 "Varonis")와 인간 및 에이전트 사이버 보안의 글로벌 리더인 Proofpoint, Inc. (이하 "Proofpoint")는 오늘 Thoma Bravo의 포트폴리오 기업인 Proofpoint가 Varonis를 약 63억 달러 규모의 전액 현금 거래로 인수하는 최종 계약을 체결했음을 발표했습니다.

계약 조건에 따라 Varonis 주주들은 주당 49.75달러의 현금을 받게 됩니다. 이 매수 가격은 회사 매각 가능성에 대한 최초의 소문이 나오기 전 마지막 전체 거래일인 2026년 6월 22일 Varonis의 종가 32.71달러 대비 52%의 프리미엄이며, Varonis 매각 가능성을 추측하는 추가 언론 보도가 나오기 전 마지막 거래일인 2026년 9월 1일 종가 42.35달러 대비 17%의 프리미엄입니다. 이 거래는 Varonis를 최근 12개월 LTM 잉여현금흐름의 약 53배, 최근 12개월 LTM 매출의 8.4배로 평가되었습니다.¹

합병 회사는 전 세계 16,000개 이상의 기업과 수백만 개의 조직에 서비스를 제공하며, 세계 최고의 순수 사이버 보안 기업 중 하나로 거듭나고 업계 최대 규모의 데이터 및 AI 사이버 보안 조직을 구축하게 될 것입니다. 합병 회사는 조직이 안심하고 AI를 도입할 수 있도록 지원하는 통합 플랫폼을 제공하고자 합니다. 이를 통해 민감한 데이터를 찾아 보호하고, 사람과 AI의 접근 권한을 제어하며, 데이터 손실을 방지할 것입니다. 거래 완료 후, Proofpoint는 양사의 역량을 신속하게 통합하고 시장 진출 전략을 조정하며 고객에게 통합 플랫폼 제공을 가속화할 계획입니다.

“오늘은 Varonis와 우리 고객들에게 흥미진진한 새로운 장의 시작을 알리는 날입니다. 이는 지난 20년간 Varonis 팀이 이룩한 놀라운 성과를 입증하는 것입니다”라고 Varonis의 CEO이자 공동 창립자 겸 이사회 의장인 Yaki Faitelson은 말했습니다. "우리의 사명은 AI와 그 기반이 되는 데이터를 보호하는 것입니다. Proofpoint와 힘을 합침으로써 우리는 이 사명을 그 어느 때보다 빠르게 달성할 수 있을 것입니다.”

Faitelson은 "이번 발표는 당사 이사회의 독립적인 구성원들로 구성된 위원회가 주도한 포괄적인 평가에 따른 것이며, 여기에는 다양한 잠재적 전략 및 재무적 인수자들에 대한 광범위한 접촉이 포함되었습니다. 이번 거래는 회사와 주주들에게 훌륭한 성과이며, 당사의 독립형 계획을 이행하는 데 따른 위험 조정 가치를 훨씬 상회하는 즉각적이고 중요하며 확실한 가치를 실현하는 것입니다.”라고 덧붙였습니다.

“AI가 기업 전반에 내재화됨에 따라 AI가 액세스할 수 있는 데이터가 AI의 가치와 위험을 모두 결정합니다. AI 에이전트가 민감한 정보에 점점 더 많이 액세스하고 시스템 전반에서 조치를 취함에 따라, 조직은 어떤 데이터를 보호해야 하고 누가 액세스할 수 있는지뿐만 아니라 실제로 어떻게 사용되고 있는지 이해하는 것이 중요합니다”라고 Proofpoint의 CEO인 Sumit Dhawan은 말했습니다. “커뮤니케이션, 신원, 권한, 데이터 및 AI를 연결함으로써 우리는 고객이 위험을 더 명확하게 파악하고, 더 빠르게 대응하며, 차세대 AI 위험으로부터 방어할 수 있도록 돕는 지능형 이점을 창출하고 있습니다. 이는 AI의 미래를 위해 구축된 사이버 보안 플랫폼으로 진화하는 Proofpoint의 결정적인 단계입니다.”

거래 세부 정보

Varonis 이사회가 만장일치로 승인한 이번 거래는 Varonis 주주 승인 및 규제 당국 승인을 포함한 관례적인 마감 조건을 충족하는 것을 전제로 2027년 상반기에 완료될 것으로 예상됩니다. Thoma Bravo는 이번 인수를 위한 자금을 조달하기 위해 확정된 지분 금융을 제공하며 부채 금융 약정을 확보했습니다. Ontario Teachers’ Pension Plan 또한 이번 거래와 관련하여 Proofpoint에 투자하기로 합의했습니다. 거래가 완료될 때까지 Proofpoint와 Varonis는 별도의 독립된 회사로 계속 운영될 것입니다. 거래가 완료되면 Varonis의 보통주는 나스닥 거래가 중단되며, Varonis는 비상장 기업이 될 것입니다.

2026년 3분기 재무 실적

Varonis는 11월 3일 미국 금융 시장 마감 후 2026년 3분기 재무 실적을 발표할 예정입니다. 보도 자료는 회사 웹사이트의 투자자 관계 섹션에서 확인할 수 있습니다. 발표된 거래를 고려하여 Varonis는 실적 발표 컨퍼런스 콜을 진행하지 않을 것입니다.

자문사

Goldman Sachs & Co. LLC가 독점 재무 자문사 역할을 하며, Paul Hastings LLP가 Varonis의 법률 고문을 맡고 있습니다.

BofA Securities, Inc., Morgan Stanley & Co. LLC, J.P. Morgan Securities LLC, UBS Securities LLC 및 Mizuho Securities USA LLC가 재무 자문사 역할을 하며, Kirkland & Ellis LLP가 Proofpoint의 법률 고문을 맡고 있습니다.

Varonis 소개

Varonis (Nasdaq: VRNS)는 AI와 이를 구동하는 데이터를 보호합니다. Varonis 플랫폼은 조직이 중요한 데이터가 어디에 있든 자동화된 가시성과 제어 권한을 제공하며, 코드부터 런타임까지 안전하고 신뢰할 수 있는 AI를 보장하도록 돕습니다. 연중무휴 24시간 관리형 탐지 및 대응 서비스를 지원하는 Varonis는 전 세계 수천 개의 조직이 AI를 도입하고, 데이터 노출을 줄이며, AI 기반 위협을 차단할 수 있도록 확신을 줍니다.

Proofpoint, Inc. 소개

Proofpoint, Inc. 는 사람 중심 및 AI 에이전트 중심의 사이버 보안 분야의 글로벌 리더로서 이메일, 클라우드 및 협업 도구 전반에 걸쳐 사람, 데이터 및 AI 에이전트가 연결되는 방식을 보호합니다. Proofpoint는 Fortune 100대 기업 중 80개 이상, 14,000개 이상의 대기업, 그리고 수백만 개의 소규모 조직이 위협 차단, 데이터 손실 방지, 그리고 사람 및 AI 워크플로 전반에 걸친 회복력 구축을 위해 선택한 신뢰받는 파트너입니다. Proofpoint의 협업, 데이터 및 AI Security 플랫폼은 모든 규모의 조직이 사람을 보호하고 데이터를 방어하며 AI를 안전하고 자신 있게 채택할 수 있도록 지원합니다. 자세히 알아보기: www.proofpoint.com/kr.

Proofpoint에 문의하기: LinkedIn

Proofpoint는 미국 및/또는 기타 국가에서 Proofpoint, Inc.의 등록 상표 또는 상호입니다. 여기에 포함된 모든 다른 상표는 해당 소유주의 재산입니다.

[1] Transaction multiples are calculated as Enterprise Value / LTM Revenue and Market Capitalization / LTM Free Cash Flow as of June 30, 2026.

Forward-Looking Statements

This communication contains not only historical information, but also forward-looking statements made pursuant to the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements represent Varonis Systems, Inc.’s (the “Company”) expectations or beliefs concerning future events, including the timing of the proposed transactions contemplated by the Agreement and Plan of Merger, dated October 15, 2026 (the “Merger Agreement”), by and among the Company, Proofpoint, Inc. (“Parent”) and Vail Merger Sub, Inc. (“Merger Sub”) and other information relating to the proposed transactions contemplated by the Merger Agreement (the “Transaction”). Forward-looking statements include information concerning possible or assumed future results of operations of the Company, the expected completion and timing of the proposed Transaction and other information relating to the proposed Transaction. Without limiting the foregoing, the words “believes,” “anticipates,” “plans,” “expects,” “intends,” “forecasts,” “should,” “estimates,” “contemplate,” “future,” “goal,” “potential,” “predict,” “project,” “projection,” “may,” “will,” “could,” “would,” “assuming” and similar expressions are intended to identify forward-looking statements. However, the absence of these words does not mean that the statements are not forward-looking. Where, in any forward-looking statement, the Company expresses an expectation or belief as to future results, such expectation or belief is expressed in good faith and believed to be reasonable at the time such forward-looking statement is made. However, these statements are not guarantees of future performance and involve certain risks, uncertainties and other factors beyond the Company’s control. Therefore, actual outcomes and results may differ materially from what is expressed or forecast in the forward-looking statements. The following important factors and uncertainties, among others, could cause actual results to differ materially from those described in the forward-looking statements: (i) the risk that the Transaction may not be completed in a timely manner or at all, which may adversely affect the Company’s business and the price of the common stock of the Company, (ii) the failure to satisfy the conditions to the consummation of the Transaction, including the adoption of the Merger Agreement by the stockholders of the Company and the receipt of regulatory approvals from various governmental entities (including any conditions, limitations or restrictions placed on these approvals) and the risk that one or more governmental entities may deny approval, (iii) the occurrence of any event, change or other circumstance that could give rise to the termination of the Merger Agreement, (iv) the risk that the Merger Agreement may be terminated in circumstances that require the Company to pay a termination fee; (v) the effect of the announcement or pendency of the Transaction on the Company’s business relationships, operating results and business generally, including the Company’s ability to attract, integrate, develop, manage, retain and motivate qualified employees and senior leaders as a result of such effects, (vi) risks that the proposed Transaction disrupts current plans and operations, (vii) risks related to diverting management’s attention from the Company’s ongoing business operations, (viii) the outcome of any legal proceedings that may be instituted against the Company related to the Merger Agreement or the Transaction, (ix) unexpected costs, charges or expenses resulting from the proposed Transaction, (x) the ability to obtain the necessary financing arrangements set forth in the commitment letters received in connection with the proposed Transaction; (xi) the impact of adverse macroeconomic or labor market conditions, including the impacts of inflation and effects of geopolitical instability, (xii) risks caused by delays in upturns or downturns being reflected in the Company’s financial position and results of operations, (xiii) uncertainty as to timing of completion of the proposed Transaction, and (xiv) other factors described under the heading “Risk Factors” in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025, the Company’s subsequent Quarterly Reports on Form 10-Q, and in other reports and filings with the SEC. Forward-looking statements speak only as of the date of this communication or the date of any document incorporated by reference in this document. The Company cautions you that the important factors referenced above may not contain all of the factors that are important to you. In addition, the Company cannot assure you that the Company will realize the results or developments expected or anticipated or, even if substantially realized, that they will result in the consequences or affect the Company or the Company’s operations in the way the Company expects. The forward-looking statements included in this communication are made only as of the date hereof. Except as required by applicable law or regulation, the Company does not undertake to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.

Non-GAAP Financial Measures

This press release includes LTM Free Cash Flow, a non-GAAP measure, which is calculated as net cash provided by operating activities less purchases of property and equipment and capitalized internal-use software, and is presented for the 12 months ended June 30, 2026. Please refer to “Reconciliation of GAAP Measures to non-GAAP Measures” set forth in Varonis’ earnings releases furnished to the SEC on Form 8-K for reconciliations of free cash flow to net cash provided by operating activities for the 12 months ended December 31, 2025 and the six months ended June 30, 2026.

Additional Information About the Acquisition and Where to Find It

This communication is being made in respect of the proposed Transaction involving the Company, Parent, and Merger Sub. The Company expects to seek and intends to file with the SEC a proxy statement and other relevant documents in connection with a special meeting of the Company’s stockholders for purposes of obtaining stockholder approval of the proposed Transaction. The Company may also file other relevant documents with the SEC regarding the proposed Transaction. This communication is not a substitute for the proxy statement or any other document that the Company may file with the SEC. The definitive proxy statement (when available) will be sent or given to the stockholders of the Company and will contain important information about the proposed Transaction and related matters. INVESTORS AND STOCKHOLDERS OF THE COMPANY ARE URGED TO READ THE DEFINITIVE PROXY STATEMENT AND ANY OTHER RELEVANT DOCUMENTS THAT MAY BE FILED WITH THE SEC BY THE COMPANY, AS WELL AS ANY AMENDMENTS OR SUPPLEMENTS TO THESE DOCUMENTS, CAREFULLY AND IN THEIR ENTIRETY WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT THE COMPANY AND THE PROPOSED TRANSACTION. Investors will be able to obtain a free copy of the proxy statement and other documents containing important information about the Company and the proposed Transaction, once such documents are filed by the Company with the SEC at the SEC’s website at www.sec.gov or from the Company at its website at https://ir.varonis.com.

Participants in the Solicitation

The Company, and certain of its directors and executive officers, may be deemed to be participants in the solicitation of proxies in connection with the proposed Transaction. Information about the Company’s directors and executive officers is set forth in (i) the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025, including under the headings “Item 10. Directors, Executive Officers and Corporate Governance”, “Item 11. Executive Compensation”, “Item 12. Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters” and “Item 13. Certain Relationships and Related Transactions, and Director Independence”, which was filed with the SEC on February 4, 2026, (ii) the Company’s Definitive Proxy Statement for its 2026 annual meeting of stockholders, which was filed with the SEC on April 17, 2026, under the headings “Information Regarding the Board of Directors and Corporate Governance”, “Director Compensation”, “Executive Officers”, “Compensation Discussion and Analysis”, “Executive Compensation”, “Security Ownership of Certain Beneficial Owners and Management”, and “Transactions with Related Persons”, (iii) in the supplemental information regarding the participants’ holdings of Company securities that can be found in SEC filings on Statements of Change in Ownership on Form 4 filed with the SEC on June 2, 2026 (available here) for Dov Gottlieb; on May 22, 2026 (available here) for Guy Melamed; on May 1, 2026 (available here) for Carlos Aued; on May 1, 2026 (available here) for Kevin Comolli; on May 1, 2026 (available here) for John J. Gavin, Jr.; on May 1, 2026 (available here) for Gili Iohan; on May 1, 2026 (available here) for Avrohom J. Kess; on May 1, 2026 (available here) for Ohad Korkus; on May 1, 2026 (available here) for Thomas Mendoza; on May 1, 2026 (available here) for Rachel Prishkolnik; on May 1, 2026 (available here) for Ofer Segev; and on May 1, 2026 (available here) for Fred van den Bosch, (iv) the Company’s Current Reports on Form 8-K, which were filed on April 28, 2026, June 2, 2026 and July 28, 2026, (v) the Company’s Quarterly Reports on Form 10-Q which were filed on April 29, 2026 and July 29, 2026, and (vi) in subsequently filed Statements of Change in Ownership on Form 4, Current Reports on Form 8-K and Quarterly Reports on Form 10-Q. Other information regarding the participants in the solicitation and a description of their direct and indirect interests, by security holdings or otherwise, will be set forth in the Company’s definitive proxy statement and other relevant materials to be filed with the SEC regarding the proposed Transaction when such materials become available. Investors should read the proxy statement carefully when it becomes available. Copies of the documents filed with the SEC by the Company will be available free of charge through the website maintained by the SEC at sec.gov and the Company’s website at https://ir.varonis.com.

No Offer

No person has commenced soliciting proxies in connection with the proposed Transaction referenced in this communication, and this communication is neither an offer to purchase nor a solicitation of an offer to sell securities.