"You've blown it all Sky High" as the song goes (with my slight revision) by not telling me a lie! McAfee (read TPG) is into engulf & devour. That appetite to "Acquire small software companies in the cyber security landscape" (does SFOR meet that description?) as stated by a TPG exec in his Bloomberg interview last year, is being sated by R&G's M&A office. Once they remove the SA cloud over SFOR's head I believe we are on McAfee's menu.