Clearlake Capital Group

Home
United States
Santa Monica, CA
Clearlake Capital Group

Founded in 2006, Clearlake Capital Group, L.P. is an investment firm operating integrated businesses across private equity, credit and other related strategies.

05/23/2025

BetaNXT, a provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, announced today certain affiliates of BetaNXT have acquired Delta Data, a provider of global investment fund solutions. With the acquisition, BetaNXT continues to strengthen its ecosystem of wealth management technology solutions.

"We are always enthusiastic about acquiring enterprises that improve the client experience,” said Bob Santella, CEO of etaNXT. “Delta Data’s products, and commitment to simplifying investment fund processing and oversight through innovative technology that enables data connectivity, will enhance our ability to address pain points for a broader spectrum of clients in the asset and wealth management industry.” Founded in 1985, Columbus, GA-based Delta Data specializes in providing operational software solutions tailored to three primary segments of the asset management industry—fund distributors, asset managers and transfer agents. Its technology supports and streamlines mutual fund transaction processing and related data management, driving efficiency and mitigating risk. Its existing customers include four of the top 10 U.S. banks, three of the top five U.S. retirement plan recordkeepers, and 23 of the top 25 U.S. asset managers.

Backed by Clearlake Capital Group and Motive Partners, BetaNXT brings together wealth management solutions into a single, integrated platform. Delta Data’s technology solutions will be fully integrated with BetaNXT DataXChange, which simplifies the exchange of data for wealth management firms and their partners. By streamlining all data within a flexible and connected experience, DataXChange helps optimize what that data can do for fund distributors, asset managers and transfer agents, as well as their clients and partners.

“Joining forces with BetaNXT is the next logical step in our ongoing growth and expansion,” said Cameron Routh, CEO of Delta Data. “We believe that BetaNXT’s solutions, which power the Connected Wealth experience, will take our offerings for the mutual fund and pooled fund space to the next level, and allow the distributors, asset managers and transfer agents we work with to do more with their data than they ever imagined.”

03/10/2025

The National Institute of Standards and Technology has named two Clearlake portfolio companies to its National Cybersecurity Center of Excellence (NCCoE) Software Supply Chain and DevOps Security Practices Project. Black Duck and DigiCert join seven other companies, including tech giants Google, IBM and Microsoft,
on developing an applied risk-based approach and recommendations for secure DevOps and software supply chain practices. Congratulations to our Black Duck and DigiCert teams on being selected for this important project. To learn more about the project, please visit: https://bit.ly/3Drzyfr

01/21/2025

PrimeSource Brands Acquires Keylink

Enhances PrimeSource Brands’ capabilities in the outdoor living segment

PrimeSource Brands, a North American provider of specialty branded building products backed by Clearlake Capital Group, L.P., announced today that it has acquired Keylink, a leading provider of aluminum railing systems.

Keylink provides aluminum railing and other outdoor aluminum products for residential and commercial installations. The addition of Keylink further bolsters PrimeSource Brands’ existing outdoor living product portfolio by adding over 3,000 SKUs.

“Keylink is another exciting opportunity as Clearlake, working alongside the PrimeSource Brands team, continues to identify different avenues of growth,” said José E. Feliciano, Co-Founder and Managing Partner, and Colin Leonard, Partner, of Clearlake. “As with PrimeSource Brands’ other recent acquisitions, we will utilize our O.P.S.® playbook to optimize the addition of Keylink as we continue to scale our specialized branded building products platform.”

https://ow.ly/9xvU50UJWb7

12/04/2024

The Clearlake Impact Initiative was thrilled to sponsor the Toigo Foundation’s Annual Gala in Los Angeles. The highlight of the event featured an interview of Clearlake’s José E. Feliciano, a Toigo alumnus and Board member, by Henry Louis Gates Jr., an award-winning filmmaker, literary scholar, and best-selling author. In their engaging conversation, José and Prof. Gates discussed investing, philanthropy and today’s political climate as well as José’s journey and roots from Puerto Rico to present. Joining José at the gala were Clearlake executives Fred Ebrahemi and Marcelia Freeman.

Other highlights included remarks by Jose Minaya, Global Head of BNY, Marcos Rodriguez, founder of Palladium, and Scott Chan, CIO of Calstrs.

Clearlake is proud to be a longtime supporter of the Toigo Foundation, a non-profit that has been molding a new generation of diverse leaders in the financial services industry for over 35 years.

12/03/2024

Clearlake engaged in the direct negotiation and origination of the private credit refinancing of Optimizely, a leading digital experience platform software provider.

12/02/2024

Are you planning to attend the Markets Group Private Equity Latin America Forum in São Paulo on December 9th? If so, please make sure to say hello to the Clearlake team, including Fred Ebrahemi, Marcelia Freeman and Ariel Leachman. And don’t miss Fred’s panel, Credit, Restructuring & Special Situations – Navigating New Paths, which will look at private credit trends and predictions. Joining Fred on the panel will be Pedro Camanho of Apolo Energy, David Norgren of Algarve Capital, and Luciano Lautenberg of Kawa Capital Management.

https://hubs.li/Q02XGd2M0

11/25/2024

Clearlake Capital announced today the sale of TEAM Technologies, Inc a growth-oriented provider of specialized manufacturing and strategic supply chain solutions to blue-chip healthcare customers. The sale to Arlington Capital Partners completes the company's transformation into a healthcare focused specialized manufacturing and supply chain solutions provider. "We are thrilled by TEAM Technologies' progress during our partnership. By leveraging Clearlake’s O.P.S.® capabilities in partnership with management, we were able to support the Company through a period of significant organic growth during which we restructured TEAM’s go-to-market strategies to target key healthcare verticals." said José E. Feliciano, Co-Founder and Managing Partner, and Arta Tabaee, Partner and Managing Director, at Clearlake. "We are proud of the milestones we have achieved together with Clearlake", said Marshall White, Chief Executive Officer at TEAM Technologies. "We are excited about the next chapter and the continued opportunities that lie ahead."

https://clearlake.com/clearlake-capital-completes-sale-of-team-technologies/

11/18/2024

FinThrive, a healthcare revenue cycle management SaaS provider, announced today the closing of a refinancing transaction of its outstanding debt with a substantial majority of holders of its existing first lien and second lien term loans due in 2028 and 2029. The transaction provides incremental funding to execute on strategic initiatives and drives innovation. As part of this transaction, FinThrive raised $155 million of new capital, extended the maturity of its revolving credit facility and de-levered its balance sheet. “We are excited about closing this transaction to enhance our financial flexibility and allow us to further invest in our technology platform accelerating innovation in revenue cycle management,” said Hemant Goel, President & CEO of FinThrive.

Read the full article here: https://ow.ly/SqIP50U7mSb

11/14/2024

Dodge Construction Network has announced key business milestones, including executive leadership changes and the successful raising of $100 million in new capital, aimed at driving the company’s next phase of growth and enhancing its financial flexibility. Andrew Somosi has been appointed as the new CEO, replacing Daniel McCarthy, who is stepping down, while Johann Dudley joins as Chief Product Officer. “This new capital and the strengthening of the leadership team represent important milestones on Dodge’s journey,” said Ben Kruger, Principal at Clearlake and Adam Hendricks, Managing Director at STG. “We thank Dan for his service and look forward to supporting Andrew and the Dodge team in its quest to serve the commercial construction industry and power its customers’ growth.

Read more here: https://ow.ly/VJx350U7lJF

10/29/2024

Clearlake is honored to again be named to Inc. Magazine's Founder-Friendly Investors list recognizing the private equity firms, venture capital firms, and lenders with “successful track records of collaboration and remaining actively involved with the businesses they invest in.” Clearlake was founded by and has worked with entrepreneurs for over 18 years, so it’s no surprise that we understand how to help founders drive value at their companies. Congratulations to the Clearlake team!

Click here for the full list: https://www.inc.com/profile/clearlake-capital-group

10/22/2024

Clearlake is a long-time sponsor of The Association of Asian American Investment Managers - AAAIM which held its 2024 Elevate Summit last week in Los Angeles. Clearlake was honored to have Prashant Mehrotra moderate an exclusive discussion featuring prominent AAPI CIOs on navigating an increasingly complex global economy. Marcelia Freeman also moderated a panel discussion with investment consultants on providing solutions to a range of challenges investors are facing today.

Clearlake is proud to support AAAIM’s mission to increase diversity and inclusion in the investment management industry.

10/18/2024

The National Association of Investment Companies (NAIC) recently spoke with Clearlake’s José E. Feliciano about the firm’s origins and reflections on some early challenges, as well as his vision for Clearlake’s continued growth and evolution.

Address

233 Wilshire Boulevard, Suite 800
Santa Monica, CA
90401

Website

http://www.clearlake.com/

Alerts

Be the first to know and let us send you an email when Clearlake Capital Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Want your business to be the top-listed Finance Company in Santa Monica?