Group 1 - Temasek, a state-owned investor from Singapore, is involved in the acquisition of a fintech software company [1] - The acquisition is supported by an investor group led by Francisco Partners [1]

A group of private equity firms led by Permira and Warburg Pincus agreed to buy Clearwater Analytics Holdings Inc. in a deal valuing the company at $8.4 billion including debt. https://t.co/rUbc55vURQ ...

Core Points - Clearwater Analytics has entered into a definitive agreement for acquisition valued at approximately $8.4 billion [1] - The acquisition is led by a Permira and Warburg Pincus-led Investor Group, with participation from Temasek [1] - The Investor Group has key support from Francisco Partners [1] - The acquisition process involved engagement with various strategic and financial sponsors [1]

Core Insights - A consortium of private equity firms, led by Permira and Warburg Pincus, has reached an agreement to acquire Clearwater Analytics Holdings for approximately $8.2 billion, which includes debt [1] Company Summary - Clearwater Analytics Holdings specializes in investment and accounting software [1] Industry Context - The acquisition reflects ongoing interest and investment in financial technology companies, particularly those providing software solutions for investment and accounting [1]

By Milana Vinn NEW YORK, Dec 21 (Reuters) - A group of private equity firms led by Permira and Warburg Pincus has clinched a deal to acquire investment and accounting software maker Clearwater Analytics Holdings (CWAN) ​for about $8.4 billion, including debt, the parties said in a joint statement on Sunday. Permira and Warburg ‌Pincus have agreed to take Clearwater private for $24.55 per share in cash. The deal price offers a premium of 47% on Clearwater's share price ‌of $16.69 on November 10, before n ...

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is one of the Stocks That Could Mint Millionaires in 2026. Clearwater Analytics Holdings (CWAN): Activist Investor Wants Share Price Boost Latest reports, published by news agency Reuters, indicate that Thoma Bravo has made an offer for the company. Previous reports had held that private equity firms Warburg Pincus and Permira were in talks to acquire Clearwater. News outlet Bloomberg has also reported that Clearwater is considering a potential sale. On Dec ...

A group of private equity firms led by Permira and Warburg Pincus is in advanced talks to acquire investment and accounting software maker Clearwater Analytics Holdings Inc., according to people familiar with the matter https://t.co/DfEIQoSO9W ...

Company Overview - Clearwater Analytics is a leading provider of cloud-based investment accounting and analytics software, serving a diverse institutional client base [6] - The company leverages a scalable SaaS platform to deliver automated, real-time investment data solutions that streamline compliance, performance measurement, and risk management [6] - Clearwater Analytics operates a subscription-based business model, generating recurring revenue from cloud-based software offerings tailored for investment data management and analytics [9] Financial Performance - For the third quarter, Clearwater Analytics reported revenue of $205.1 million, up 77% year over year, and adjusted EBITDA increased 84% to $70.7 million, with margins expanding to 34.5% [10] - Annualized recurring revenue reached $807.5 million, up 77%, while net revenue retention held at a solid 108% [10] - The company has strong cash flow, allowing for $40 million in debt repayment during the quarter, and management reiterated full-year guidance of approximately $730 million in revenue and $247 million in adjusted EBITDA [10] Market Position - Clearwater Analytics' stock price as of the last market close was $22.25, reflecting a 20% decline over the past year, underperforming the S&P 500, which is up 16.5% in the same period [3][4] - The new position taken by TFJ Management in Clearwater Analytics, acquiring 357,043 shares valued at $6.43 million, represents 4.3% of the fund's reportable assets at quarter-end [2][3] - The investment by TFJ Management suggests a focus on the quality of the business rather than a short-term stock price movement, indicating confidence in Clearwater Analytics' long-term growth potential [7]

Core Viewpoint - The webinar focuses on the U.S. economic outlook and market forces as they approach 2026, emphasizing the need for investors to distinguish between short-term noise and significant signals [1]. Group 1: Economic Outlook - The presentation aims to provide a data-driven analysis of the U.S. economic landscape, highlighting persistent macroeconomic uncertainties [1]. - Investors are currently facing evolving portfolio risks, making it essential to identify critical market signals [1]. Group 2: Research Leadership - Matthew Vegari, Head of Research at CWAN, leads the research desk, which delivers insights at the intersection of macroeconomics and markets [2]. - The research team utilizes proprietary data to identify shifts that influence both tactical and long-term investment decisions [2].

Group 1 - Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is identified as one of the best SaaS stocks trading at a discount [1] - DA Davidson has reiterated a Buy rating for Clearwater Analytics with a price target of $30, while the stock's latest closing price was $21.80 [2] - The company could be valued between $30 and $34 in the event of a sale, as suggested by DA Davidson [2] - Activist investor Starboard has taken a 5% stake in Clearwater Analytics and is advocating for a sale if there is buyer interest [2][3] - Starboard believes Clearwater Analytics is significantly undervalued, which aligns with earlier reports of private equity firm Thoma Bravo's interest in acquiring the company [3] Group 2 - Morgan Stanley maintained a Buy rating on Clearwater Analytics with a price target of $27 as of November 13 [3]