Investment Summary |
|
|---|---|
| Date | 2025-03-12 |
| Target | Beacon |
| Sector | Internet Software and Services |
| Investor(s) | Clearwater Analytics |
| Sellers(s) |
Centana Growth Partners
Warburg Pincus The Blackstone Group |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Broadhaven Capital Partners (Financial) Orrick (Legal) |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 2004 |
| Sector | Software |
| Employees | 1,915 |
| Revenue | 452M USD (2024) |
Clearwater Analytics provides web-based, investment portfolio reporting and analytics for institutional investors, investment managers, custody banks, and electronic trading portals. Clearwater’s daily-aggregated and reconciled solutions deliver the highest level of portfolio transparency available on the market today for clients such as Cisco Systems, Oracle Corporation, Starbucks Corporation and Yahoo!. Clearwater Analytics was founded in 2004 and is based in Boise, Idaho.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 4 |
| Sector: Internet Software and Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 3 of 3 |
| State: New York M&A | 1 of 1 |
| Country: United States M&A | 3 of 3 |
| Year: 2025 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-03-12 |
Bistro
United States Bistro is a portfolio visualization software platform. |
Buy | $125M |
| Category | Growth Capital Firm |
|---|---|
| Founded | 2015 |
| Size | Middle-Market |
| Type | Sector Focused |
Centana Growth Partners is a growth oriented investment firm focused on opportunities in the fin tech and enterprise technology sectors. Centana looks to invest in rapidly growing companies to sustain or accelerate growth, for working capital, to fund acquisitions, or improve balance sheets. Centana has offices in Palo Alto, California and New York City.
| DEAL STATS | # |
|---|---|
| Overall | 7 of 7 |
| Sector: Internet Software and Services M&A | 3 of 3 |
| Type: Add-on Acquisition M&A Deals | 4 of 4 |
| State: New York M&A | 2 of 2 |
| Country: United States M&A | 7 of 7 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-11-08 |
First Connect Insurance Services
Austin, Texas, United States First Connect Insurance Services is a digital platform designed to level the playing field for independent agents by providing access to over 100 carriers and MGAs across home, auto, cyber, small business, life, and specialty lines. First Connect is a licensed property casualty and life insurance agent with products underwritten by various insurance companies. First Connect Insurance Services was founded in 2014 and is based in Austin, Texas. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1966 |
| PE ASSETS | 83.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Warburg Pincus is a mega-sized, global private equity firm focused on investment opportunities across North America, Asia, and Europe. Warburg will consider investing at various company stages, from early-stage opportunities to distressed situations. Warburg Pincus is organized by industry groups. Verticals include financial services, healthcare, technology, media & telecommunications, energy, consumer & industrial, and real estate. Within financial services, Warburg will consider asset/wealth managers, banks, exchanges, financial technology, insurance, transaction processing, private banking, and specialty/consumer finance. Within healthcare, specific areas of interest include medical devices, healthcare services, and biotech/pharmaceuticals. Within technology/media/communications, Warburg targets software, media/internet/information, financial technology, telecom, business services, and systems/semiconductors. Within energy, specific areas of interest include oil/gas exploration, power generation/transmission, and alternative energy. Warburg Pincus raised its first fund in 1966 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 256 of 263 |
| Sector: Internet Software and Services M&A | 15 of 15 |
| Type: Add-on Acquisition M&A Deals | 91 of 95 |
| State: New York M&A | 12 of 13 |
| Country: United States M&A | 142 of 148 |
| Year: 2025 M&A | 5 of 12 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-03-04 |
Sundyne
Arvada, Colorado, United States Sundyne is a manufacturer of precision-engineered, highly reliable, safe, and efficient centrifugal pumps and compressors for use in the hydrocarbon processing, chemical processing, power generation, industrial, and high-pressure water applications. Sundyne was established in 1970 and is based in Arvada, Colorado. |
Sell | $2.2B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-04-02 |
Tokyo Beta
Tokyo, Japan Tokyo Beta offers a unique, convenient, and affordable rental housing option portfolio, primarily consisting of two-story, wooden-structured detached houses with shared spaces, including kitchens and bathrooms. The majority of the properties are strategically located near public transportation, providing easy access to major business hubs and educational institutions. Tokyo Beta is based in Tokyo, Japan. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1987 |
| PE ASSETS | 394.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
The Blackstone Group is a global alternative investment management firm. The Firm's investment activities span real estate, secondary investments, hedge funds, credit, infrastructure, and private equity. Blackstone's private equity group targets opportunities globally including buyout acquisitions of established companies, development projects, growth equity financings, and industry consolidations. Sectors of interest include automotive, healthcare, chemicals, industrial, commercial property, lodging, communications, media/publishing, consumer & retail, packaging, consumer products, pharmaceuticals, energy, technology, entertainment, telecommunications, financial services, theme parks, food & beverage, and transportation. Blackstone's private equity real estate group looks for opportunities across North/South America, Asia, Australia/New Zealand, and Europe. The real estate group will consider both equity and debt investments. Areas of interest include healthcare, hotel, industrial, office, residential, and retail. The Blackstone Group was formed in 1987 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 186 of 193 |
| Sector: Internet Software and Services M&A | 5 of 5 |
| Type: Add-on Acquisition M&A Deals | 73 of 74 |
| State: New York M&A | 14 of 14 |
| Country: United States M&A | 113 of 117 |
| Year: 2025 M&A | 4 of 11 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-03-12 |
Bistro
United States Bistro is a portfolio visualization software platform. |
Sell | $125M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-03-19 |
KP1
Avignon, France KP1 is a manufacturer of high performance prefabricated concrete products, focusing on floors and structural systems for the building industry. KP1 was founded in 1959 and is headquartered in Avignon, France. |
Sell | - |
