Latest news with #JimCox
Yahoo
23-07-2025
- Business
- Yahoo
Clearwater Analytics to Host 2nd Investor Day and to Participate in Upcoming Investor Conferences in Third Quarter 2025
BOISE, Idaho & CHICAGO & NEW YORK & LONDON & HONG KONG, July 23, 2025--(BUSINESS WIRE)--Clearwater Analytics Holdings, Inc. (NYSE: CWAN), ("Clearwater Analytics" or the "Company"), the most comprehensive technology platform for investment management, today announced that members of its executive leadership team will be participating in the following investor conferences in the third quarter of 2025. Clearwater Analytics Chief Executive Officer Sandeep Sahai, Chief Financial Officer Jim Cox, and the rest of its executive leadership team will host Clearwater Analytics' second Investor Day at the New York Stock Exchange in New York City on Wednesday, September 3, 2025, from 1:00 PM to 3:00 PM. In-person attendance is encouraged, but a live webcast of the event will also be available. Mr. Cox will join a fireside chat and participate in one-on-one meetings virtually at the Oppenheimer 28th Annual Technology, Internet & Communications Conference on Wednesday, August 13, 2025. Mr. Sahai and Mr. Cox will join a fireside chat and participate in one-on-one meetings at Citi's 2025 Global TMT Conference in New York City on Thursday, September 4, 2025. Mr. Cox will join a fireside chat and participate in one-on-one meetings at the Piper Sandler Growth Frontiers Conference in Nashville on Wednesday, September 10, 2025. Mr. Cox will join a fireside chat and participate in one-on-one meetings at the Goldman Sachs Communacopia + Technology Conference in San Francisco on Thursday, September 11, 2025. Webcasts from the Investor Day and fireside chats will be made available on Clearwater Analytics' investor relations website at About Clearwater Analytics Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry's most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater's single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at View source version on Contacts Michael Chen Investor Relations+1 917-843-0445investors@ Claudia Cahill Media Relations+1 703-728-1221press@
Yahoo
11-07-2025
- Business
- Yahoo
Clearwater Analytics CFO on the state of the M&A market and recent deals
This story was originally published on To receive daily news and insights, subscribe to our free daily newsletter. While 2025 is not shaping up as the banner year for M&A that most observers had expected, some strategic deals are still getting done, especially those that were agreed upon before the Trump administration's 'Liberation Day' tariffs on April 2. A case in point is Clearwater Analytics, a $450 million, publicly held provider of investment management software and services for corporate and institutional asset owners and managers. The company signed definitive agreements for multiple acquisitions early this year to round out its portfolio of offerings. In one deal, worth $1.5 billion, Clearwater agreed in January to acquire Enfusion, an investment management platform. Additionally, the company in March agreed to pay a combined $685 million for Beacon Platform, a risk and modeling platform for derivatives, private credit and debt and other alternative assets; and Bistro, a Blackstone-owned portfolio visualization software platform. Beacon and Bistro are designed to work together. The CFO at the helm of the acquisitions, Jim Cox, knows his way around M&A, having been involved in numerous deals — as both buyer and seller — while serving as finance chief for Clearwater and three other technology companies over the past decade and a half. recently met with Cox — a customer of Clearwater at several companies before coming aboard in 2019 — to talk about the current M&A environment and the strategy behind Clearwater's recent deals. CFO, Clearwater Analytics First CFO position: 2009 Notable previous employers: Glassdoor Lithium Technologies Advent Software PricewaterhouseCoopers This interview has been edited for brevity and clarity. JIM COX: There are many layers to thinking about the M&A landscape, and one is obviously the overall economic environment and an acquirer's ability to pay. Can you obtain the needed capital? April 3, the day after 'Liberation Day,' was the busiest day in the history of our platform. Everyone was trying to figure out their exposure. There was a lot of upheaval at that point. What's interesting now is that there's been so much vacillation in thinking about what will result from the tariff policies that I think the market is beginning to accept them. I'm not sure whether that's the right or wrong thing to do, but some people are saying, 'Yes, there is uncertainty, and I'm not sure how that's going to be resolved, and I need to live my life.' There have been some large M&A announcements, and the IPO market has started to open back up. Up until March, it was very good — world-class. And then the market closed up for a while. [If our deals were earlier in their lifecycles], we might have had to consider a different approach. I think that's a safer approach that equity investors generally take: Wait and see. They're looking for proof points, and that will be our job over the next nine months. But by doing an M&A transaction, you're implicitly showing confidence in your business. You have to have that to take on the challenge of operating at a larger scale. 'By doing an M&A transaction, you're implicitly showing confidence in your business. You have to have that to take on the challenge of operating at a larger scale.' Jim Cox CFO, Clearwater Analytics We did these deals because we were listening to our customers, who were telling us they liked us and wanted us to do more for them. The deals were about fortifying our growth for the next 10 years. And it's obviously hard to tell investors they have to wait 10 years to know whether a deal worked out. Of course, you're always surprised. There's always something you didn't know that comes to light afterward, where you understood things one way, and now you understand them a different way. That's the classic Henry Ford saying: My customers would have asked me to make a better horse, and I built an automobile instead because they needed that. But the most successful deals, in my history, are those where you're not pushing it on your clients, but rather your clients are pulling you in that direction. Even the most revolutionary ideas are developed and perfected with customer iteration. That is never pleasant. It's a tough situation, so what can you do to make it as humane as possible? One thing is, be very clear with people, be deliberate but decisive, and then be done, so you can turn to everybody at the company and say, this is the team going forward. You don't want 'death by a thousand cuts.' That's the worst. Not exactly, because they served hedge funds and asset managers, while we served more institutional asset managers and owners. There wasn't much customer overlap. Here was the strategic rationale: What we were doing was accounting, reporting and performance and risk management for investments. All of that was after trades occurred. But there are lots of activities involved in determining whether to make a trade. What Enfusion does is called order management, which provides information in real time. Beacon is a risk system that quants use to do sophisticated risk calculations pre-trade, and Bistro is a set of assets that help visualize the Beacon quantitative platform. They had two separate owners, but they work together. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Channel Post MEA
22-05-2025
- Business
- Channel Post MEA
Data Risk Management Specialist Exterro Launches Partner Network
Exterro, a global leader in unified data risk management solutions, has announced the launch of its Exterro Partner Network (ExPN). This transformative, global, strategic program redefines how organizations tackle complex data challenges by reimagining the partner ecosystem, creating unrivaled revenue opportunities and establishing a new paradigm for customer success. 'In today's fragmented data risk landscape, true innovation demands powerful alliances,' stated Exterro Chief Revenue Officer, Jim Cox. 'We're not just launching a partner program—we're creating a movement that equips solution providers, law firms, service providers, developers, and resellers with unprecedented capabilities to capture market share. ExPN delivers the comprehensive framework, specialized expertise, and strategic advantage partners need to capitalize on the rapidly expanding data risk management marketplace.' This launch signals a pivotal evolution and investment in Exterro's commercial strategy, featuring dedicated resources for partners worldwide and a meticulously structured program with escalating benefits. Elite partners who master Exterro's unified suite of solutions—spanning data privacy, security, governance, digital forensics and incident response (DFIR), and e-discovery—will unlock exclusive advantages including: Strategic partnership with executives (not just account managers) A multi-tier structure with clear pathways to Elite status Advanced revenue enablement and brand amplification Specialized certifications and expertise development Priority opportunity protection Performance-driven financial incentives BREAKING THE GROWTH CEILING ExPN fundamentally transforms business potential for partners by providing the industry's only truly unified approach to data risk management. This breakthrough ecosystem eliminates the limitations of traditional partner programs, enabling organizations to deliver sophisticated, high-margin solutions while simplifying technology relationships. By leveraging Exterro's award-winning platform, partners establish themselves as indispensable strategic advisors capable of addressing interconnected data challenges across the enterprise landscape. 'The market has been constrained by point solutions from a variety of vendors that create complexity rather than clarity,' explained Bruce Holbert, senior director of Channel Sales at Exterro. 'ExPN shatters this paradigm. Our partners can now deliver immediate strategic value while simultaneously positioning themselves at the forefront of future data risk challenges—all through a single, comprehensive platform that grows alongside their business objectives.' Today's organizations operate in an environment defined by accelerating litigation risks, rising regulatory scrutiny, and increasing cyber threats. Fragmented, point-based tools are no longer sufficient to manage the growing complexity of data across legal, compliance, and security domains. In the face of these challenges, ExPN creates win-win-win scenarios for resellers, service providers, systems integrators, and technology companies and end customers alike. Partners' deep expertise, combined with cutting edge Exterro technology, delivers complete data risk management solutions that unify e-discovery, digital forensics and incident response, and data privacy, security, and governance workflows within a single, easy-to-use platform. Global Expansion and ExPN Access The Exterro Partner Network is now open to qualified partners across North America, Europe, the Middle East, and Asia-Pacific. As part of the launch, Exterro will engage with new and existing partners through briefings, joint planning sessions, and targeted go-to-market initiatives, creating join go-to-market plans to support the needs of enterprises around the world. 0 0
Yahoo
27-02-2025
- Lifestyle
- Yahoo
Set sail into a weekend of fun in Panama City Beach
PANAMA CITY BEACH, Fla. (WMBB) – If you are in the market for a new boat, want to look at potential options, or are looking simply to spruce up your home or condo, then the Emerald Coast Boat & Lifestyle Show is just the place for you. This three-day weekend event at Aaron Bessant Park in Panama City Beach will have over 400 boats ranging in all sizes and prices ready to be purchased. Along with the boats, there will be vendors selling everything from fishing equipment, paddleboards, electric golf carts, apparel, and so much more. The show continues to return to PCB each year due in part to the many different deals people can take advantage of throughout the weekend. 'People love being on the water here and they love living that coastal lifestyle they talk about,' said Jim Cox with the Emerald Coast Boat & Lifestyle Show. 'It's either you want to come look at boats, maybe you're in the market for a boat, or maybe you're thinking, well, maybe I'm a year or two away, or just want to compare boats. The community really likes to come out here.' Find some hidden gems at the Panhandle Pioneer Settlement The gates open to the Emerald Coast Boat & Lifestyle Show at 10 a.m. on Friday, February 28th, Saturday, March 1st, and Sunday, March 2nd. The fun is expected to last until sunset on both Friday and Saturday and around 4 p.m. on Sunday. Tickets are $15 a person for one day or $25 a person for the entire weekend. On Sunday, all first responders can get into the show for free. Copyright 2025 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.
