December 31, 2025 | Technology | North America | Active

Clearwater Analytics / Permira, Warburg Pincus-led Consortium: Deal Insight


On 21-Dec-25, investment and accounting software maker Clearwater Analytics Holdings (“Clearwater”) agreed to be taken private by a group of private equity firms, led by Permira and Warburg Pincus. The investor group also includes Temasek as a co-investor and support from Francisco Partners. Under the terms of the agreement, Clearwater shareholders will receive $24.55 per share, which represents a 10.3% one-day premium and a 47.1% premium of over Clearwater’s undisturbed share price on 10-Nov-25, before media reports speculated on a potential deal. The transaction has been unanimously approved by Clearwater’s board and special committee. The acquirers have secured private credit from Goldman Sachs Alternatives which is providing 100% committed debt financing. The deal is conditional on approval from Clearwater shareholders, including, per Section 3.03 of the merger agreement, an “affirmative vote of a majority of the votes cast by the disinterested stockholders.” We do not believe that this detail will sway the vote, however. On 15-Jun-25, Clearwater moved to simplify its original capital structure by removing former, private equity-dominated super‑voting Class C and D shares. These super‑voting C and D shares were automatically converted into single‑vote Class B (unlisted) and Class A (CWAN US) shares, respectively, such that each share of common stock now carries one vote and there are no remaining super-voting classes. The residual Class B is very ...


Contents

  • Merger Agreement Overview
  • Merger Rationale
  • Shareholder Vote
  • Antitrust and Regulatory Risks
  • Timing Considerations
  • Trading Recommendation





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