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Clearlake's 50% Returns Amid 31,000 Company Backlog

12/30/2025

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Story summary
  • In May 2022, Clearlake Capital clients met at a California resort to celebrate a fund that posted 50 percent annual returns.
  • Clearlake's approach sells companies between its own investment funds, called continuation vehicles.
  • The continuation vehicles address a backlog of more than 31,000 unsold companies, worsened by high interest rates.
  • Deal activity rose toward year-end but did not significantly reduce the backlog, while continuation vehicles let firms book paper gains.