Clearlake Capital Acquires Confluence from TA Associates

Confluence Financial Partners secures minority investment from Constellation Wealth Capital

August 24, 2026

Financial Services

Confluence Financial Partners announced a strategic partnership with Constellation Wealth Capital in which CWC will make a minority investment. The firm will retain leadership control and continue operating under its existing management team while using the added capital and resources to support long-term growth.

Mariner Wealth Advisors Acquires Confluence Financial Planning

January 2, 2024

Wealth Management

Mariner Wealth Advisors acquired Confluence Financial Planning on Dec. 31, adding a Sacramento office and roughly $360 million in client assets to Mariner's platform. Confluence, founded in 1983, retained its six associates and will operate under the Mariner Wealth Advisors name as the firm's first Sacramento location.

Clearlake Capital and TA Associates Acquire Kofax from Thoma Bravo

April 26, 2022

Software

Clearlake Capital Group and TA Associates have completed their acquisition of Kofax from Thoma Bravo. Kofax, an Irvine-based provider of intelligent automation software, will partner with Clearlake and TA to accelerate cloud, AI/ML and robotic process automation investments and pursue growth through product development and M&A; financial terms were not disclosed.

Clearlake Capital Completes Acquisition of Quest Software from Francisco Partners

February 2, 2022

Cybersecurity

Clearlake Capital Group completed its acquisition of Quest Software from Francisco Partners, making Clearlake the majority shareholder and partnering with Quest’s existing management team to pursue a buy-and-build strategy. The investment aims to accelerate Quest’s cloud/SaaS adoption, expand its identity-centric cybersecurity, data intelligence, and IT operations management offerings, and drive growth organically and through M&A.

Confluence Acquires Compliance Solutions Strategies (CSS)

November 9, 2021

Cloud & SaaS

Confluence Technologies, backed by Clearlake Capital and TA Associates, has agreed to acquire Compliance Solutions Strategies (CSS), a New York–based RegTech company that provides cloud-based compliance and regulatory reporting solutions. The deal, expected to close in Q4 2021, expands Confluence’s regulatory compliance capabilities and creates a combined cloud-based RegTech platform serving asset managers, hedge funds and other financial services firms.

Clearlake and TA Associates to Acquire Precisely

March 3, 2021

Data & Analytics

Clearlake Capital Group and TA Associates signed a definitive agreement to acquire Precisely, with the investors expected to become majority shareholders and current majority owner Centerbridge Partners retaining a minority stake. Precisely’s management team will continue to lead the company, with the investment intended to support growth, product innovation, and further M&A.