Confluence Taps PE Veteran Kevin Rozanski as CFO to Steer Growth

PITTSBURGH, PA – January 13, 2026 – Confluence Technologies, a global provider of software solutions for the investment management industry, has named Kevin Rozanski as its new Chief Financial Officer. The appointment places a seasoned financial executive with deep experience in private equity-backed software companies at the helm of Confluence’s financial strategy, a move that signals a clear focus on accelerated growth and strategic value creation.

Rozanski will oversee the company's financial operations and partner with the executive team to drive sustainable growth. He reports directly to Founder and CEO Mark Evans, who emphasized the strategic nature of the hire.

“Kevin’s proven track record of financial leadership and his deep experience working with private equity–backed companies make him an exceptional addition to our executive team,” Evans said in a statement. “His expertise will be instrumental in driving Confluence’s continued growth and delivering value to our clients and stakeholders.”

A Strategic Architect for Private Equity-Driven Growth

Rozanski’s appointment is more than a standard C-suite change; it represents the installation of a financial architect well-versed in the private equity playbook. This is particularly relevant for Confluence, which has been backed by strategic growth investors Clearlake Capital Group and TA Associates since 2021. The selection of a CFO with Rozanski's background underscores a commitment to the disciplined growth and value-maximization strategies characteristic of PE ownership.

His most recent role was as CFO of Prometheus Group, an enterprise asset management software provider. There, he was a key figure in guiding the company through its sale from one private equity firm, Genstar Capital, to a partnership of two others, Advent International and Leonard Green & Partners, in a deal reportedly valued at over $1 billion. This experience in navigating a successful and lucrative exit for investors is a critical skill set for any PE-backed portfolio company.

Before his tenure at Prometheus Group, Rozanski served as CFO of Silverline, a Salesforce consulting firm backed by Pamlico Capital. His career, which also includes financial leadership roles at enterprise software giants Epicor Software and Dell Technologies, is defined by a focus on scaling technology companies within high-growth, investor-driven environments. His expertise lies not just in financial reporting and compliance, but in strategic planning, capital allocation, and M&A execution—all essential levers for a company on Confluence's trajectory.

Navigating a Complex Regulatory and Data Landscape

Confluence operates at the heart of a rapidly evolving investment management industry. Asset managers, service providers, and institutional investors face a daunting combination of mounting regulatory pressures, an explosion in data volume, and increasing demands from stakeholders for transparency and sophisticated analytics. The firm's solutions in regulatory technology (RegTech), analytics, and investor communications are designed to help clients manage this complexity.

Bringing in a CFO with Rozanski's strategic acumen is a move to fortify Confluence's ability to navigate this challenging market. Effective financial stewardship is crucial for funding the continuous innovation required to stay ahead of regulatory changes and technological advancements. It enables the company to invest in enhancing its platforms with capabilities like artificial intelligence and machine learning, turning vast data sets into the actionable insights its clients need.

In a competitive landscape populated by large, diversified players like Broadridge Financial Solutions, SS&C Technologies, and data specialists such as FactSet and MSCI, Confluence has carved out a niche by offering an integrated suite of mission-critical tools. Maintaining this competitive edge requires disciplined investment in both product development and market expansion. Rozanski's role will be central to ensuring that the company's financial resources are deployed effectively to support these strategic priorities and solidify its position as a market leader.

Fueling an Aggressive M&A and Expansion Strategy

Confluence has already demonstrated a clear appetite for inorganic growth. The company has a well-established history of strategic acquisitions designed to broaden its capabilities and expand its market footprint. In recent years, it acquired Investment Metrics to bolster its analytics and data offerings, as well as StatPro and FundPlant to enhance other parts of its solution suite. This M&A activity has been a key driver in building its comprehensive platform.

The appointment of a CFO with a strong M&A track record strongly suggests that this strategy is set to continue, and perhaps even accelerate. Rozanski's experience in evaluating targets, structuring deals, and overseeing post-acquisition integration will be invaluable as Confluence seeks to further consolidate its position in the fragmented FinTech landscape. His expertise ensures that future acquisitions will be financially sound and strategically aligned with the company's long-term goals.

For a PE-backed firm like Confluence, this buy-and-build strategy is a proven path to creating significant value. Each acquisition not only adds new revenue streams and technologies but also strengthens the company’s overall value proposition, making it an indispensable partner to its clients. As Confluence continues to scale its global operations, which already span over 1,000 clients in more than 40 countries, Rozanski's financial leadership will be critical in managing the complexities of a larger, more diverse organization and preparing it for its next major phase of evolution.