Clearwater Analytics
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Clearwater Analytics (CWAN) investor relations material

Clearwater Analytics Proxy Filing summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Proxy Filing summary23 Jan, 2026

Executive summary

  • The go-shop period for the proposed merger expired on January 23, 2026, with no alternative acquisition proposals received from third parties.

  • The company is now subject to no-shop restrictions, limiting its ability to solicit or negotiate alternative acquisition proposals, with certain exceptions.

  • Forward-looking statements address expectations for the transaction, including timing, business strategies, and potential risks.

  • Risks include potential failure to complete the transaction, regulatory approval issues, and possible negative impacts on business operations and relationships.

  • The company will file a proxy statement and other relevant materials with the SEC for shareholder approval of the proposed transaction.

Voting matters and shareholder proposals

  • Shareholders will be asked to approve the proposed acquisition at a special meeting, with details to be provided in the forthcoming proxy statement.

  • The company and certain affiliates will jointly file a Schedule 13E-3 transaction statement regarding the proposed transaction.

Board of directors and corporate governance

  • A special committee of the board, with independent financial advisors, oversaw the solicitation of alternative acquisition proposals.

  • Six parties entered confidentiality agreements and accessed non-public information, but no alternative proposals were received.

Did go-shop efforts yield alternative bids?
Scope of go-shop outreach and engagement
What are the post-go-shop restrictions?
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Q4 202526 Feb, 2026
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Frequently asked questions

Clearwater Analytics Holdings Inc. provides cloud-based software solutions for investment accounting, reporting, and analytics. Its platform automates data aggregation, reconciliation, and reporting processes, enabling institutional investors, insurers, asset managers, and corporations to manage their investment portfolios efficiently. The company’s services support a range of asset classes and offer transparency and compliance capabilities tailored to client needs. The company is headquartered in Boise, Idaho, and its shares are listed on the NYSE.

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