Suridata is an Israeli cybersecurity company specializing in the management and security of enterprise SaaS environments.
“We came to Brooks-Keret after working with a small accounting firm, at a point when our financial and bookkeeping infrastructure was not organized at the level required for a growing company. From the very beginning, it was clear that a comprehensive cleanup and restructuring of our financial data was needed, along with building a solid foundation that could support both our growth and the future requirements of investors and potential acquisition processes.”
The first phase focused on a thorough reorganization of the company’s financial records, including the review and correction of historical data, identifying and filing substantial VAT refund claims that had not previously been submitted, and establishing a more structured reporting framework for both the Israeli and U.S. operations, including consolidated financial reporting that had not existed before.
As the company prepared for a funding round in 2024, Brooks-Keret’s support expanded to include the preparation of financial statements and assistance in meeting investor and audit requirements. Shortly thereafter, Suridata received an acquisition offer from Fortinet and entered an intensive M&A and Due Diligence process.
“Once the acquisition process began, the support became a daily necessity. We worked with Fortinet teams in both Israel and the United States, as well as legal advisors and auditors on both sides of the transaction, in a highly demanding and fast-paced environment. Brooks-Keret was there with us every step of the way, including working across U.S. time zones, conducting business entirely in English, and responding quickly to every request and development.”
Due to the structure of the transaction, with the Israeli operations being acquired by Fortinet Israel and the U.S. operations by Fortinet US, complex coordination was required among multiple stakeholders. At the same time, Brooks-Keret also managed interactions with the Israel Innovation Authority, including support and guidance throughout the IP transfer process that formed part of the transaction.
Throughout the Due Diligence process and following the completion of the acquisition, Brooks-Keret continued to work closely with Fortinet’s finance teams in Israel and globally, providing information, reconciliations, and support for the integration and consolidation of the financial operations. The company continues to be supported by Brooks-Keret today as part of the 2025 audit process following the completion of the merger at the end of 2025.
“Brooks-Keret supported us through a critical and transformative period for our company. From restructuring our financial and accounting operations, through our fundraising efforts, and all the way to a complex acquisition process involving Fortinet in both Israel and the United States.
The team demonstrated a high level of professionalism, exceptional availability, and the ability to navigate complex requirements in a global, multi-stakeholder environment. Throughout the entire journey, we felt we had a true partner we could rely on.”
Haviv Ohayon, COO & Co-Founder