Clearwater Analytics (CWAN) Proxy filing summary
Event summary combining transcript, slides, and related documents.
Proxy filing summary
9 Apr, 2026Executive summary
Special Meeting scheduled for May 6, 2026, for shareholders to vote on a proposed acquisition by Permira and Warburg Pincus, among others.
The merger is governed by an Agreement and Plan of Merger dated December 20, 2025, involving GT Silver BidCo, Inc. and GT Silver Merger Sub, Inc.
Definitive proxy statement and Schedule 13E-3 have been filed with the SEC and are available to shareholders.
Voting matters and shareholder proposals
Shareholders are being asked to vote on the proposed acquisition at the upcoming Special Meeting.
Proxy materials, including the proxy card and Schedule 13E-3, will be mailed to holders of record as of April 6, 2026.
Board of directors and corporate governance
Directors, executive officers, and management are considered participants in the proxy solicitation under SEC rules.
Information about directors and executive officers is detailed in the definitive proxy statement.
Latest events from Clearwater Analytics
- Acquisitions and global expansion position the platform for end-to-end investment management growth.CWAN
The 1st Annual D.A. Davidson Technology & Consumer Conference - Q1 2026 revenue jumped 74% to $221.2M, but net loss was $2.8M amid acquisition expenses.CWAN
Q1 2026 - Shareholders to vote on a $24.55 per share cash merger, unanimously recommended by the board.CWAN
Proxy filing - Shareholders to vote on a $24.55 per share cash merger, offering a 47% premium and full liquidity.CWAN
Proxy filing - Shareholders to vote on a $24.55 per share cash merger, unanimously recommended as fair.CWAN
Proxy Filing - Q4 revenue up 72% YoY, $8.4B acquisition announced, and AI-driven growth accelerates.CWAN
Q4 2025 - Shareholders will vote on a merger to create a wholly owned subsidiary, closing expected Q2 2026.CWAN
Proxy Filing - Q2 2024 revenue up 19% to $106.8M, ARR up 22%, and EBITDA margin reached 31%.CWAN
Q2 2024 - Beacon and Bistro acquisitions create a unified, real-time investment platform across asset classes.CWAN
M&A Announcement