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Platform·Technology/FinTech Software·June 25, 2026

Permira and Warburg Pincus take Clearwater Analytics private

The take-private values the Idaho-based investment management software platform at approximately $8.4 billion, with stockholders receiving $24.55.

Takeaways

  • Clearwater Analytics is a investment management software platform for institutional investors.
  • Permira and Warburg Pincus-led Investor Group is acquiring Clearwater Analytics with backing from Permira, Warburg Pincus.
  • The target serves institutional investors in financial services across Idaho, US.
BuyerPermira and Warburg Pincus-led Investor Group
TargetClearwater Analytics
SponsorPermira, Warburg Pincus
TypePlatform
GeographyIdaho, US
IndustryTechnology
Sub-sectorFinTech Software

Clearwater Analytics, a Boise-based investment management software platform that supports over $10 trillion in assets for insurers, asset managers, and other institutions, has been taken private by a group led by Permira and Warburg Pincus in a transaction valued at approximately $8.4 billion.

Stockholders received $24.55, a 47% premium over the undisturbed share price prior to media reports of a potential transaction.

The deal was backed by 100% committed debt financing from Private Credit at Goldman Sachs Alternatives.

“We have built Clearwater on a conviction that most of the industry thought was too ambitious: that investment teams deserve a single, real-time view of everything they own, every asset, every day, across every market.

Innovation and disruption have been the key drivers of growth for over a decade,” said Sandeep Sahai, CEO at Clearwater Analytics.

The transaction was approved by a special committee of independent directors and by stockholders.

Clearwater’s common stock has ceased trading on the New York Stock Exchange.