Clearsight Advisors Overview
- Service
-
Investment Bank
- Year Founded
-
2011
- Employees
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41
- Serviced Companies
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181
- Serviced Deals
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179
- Serviced Investors
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15
Clearsight Advisors General Information
Description
Established in 2011, Clearsight Advisors is an independent investment banking firm based in McLean, Virginia. The firm provides merger and acquisition, and capital raising solutions to growth-oriented business services and technology companies. Clearsight combines deep market insights across software, services, and data. The firm caters to consulting and outsourcing, public sector technology, financial services, market research, information services, and software sectors.
Contact Information
Website
www.clearsightadvisors.comYear Founded
Corporate Office
- 1650 Tysons Boulevard
- Suite 710
- McLean, VA 22102
- United States
Clearsight Advisors Services to Companies
Service on a Deal (179)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Province | Advisor: Financial Due Diligence | Jul 2024 | 00000 | 0000000 |
| Reference Point | Advisor: General | Jul 2024 | 00000 | 0000000 |
| number8 | Advisor: General | Mar 2024 | 00000 | 0000000 |
| BlueRock | Advisor: General | Jan 2024 | 00000 | 0000000 |
| Insigniam | Advisor: General | Dec 2023 | 00000 | 0000000 |
| Incapsulate | Advisor: General | Nov 2023 | 00000 | 0000000 |
| PeopleResults | Advisor: General | Nov 2023 | 00000 | 0000000 |
| Medical Record Associates | Advisor: General | Oct 2023 | 00000 | 0000000 |
| Phoenix Management Services | Advisor: Financial Due Diligence | Sep 2023 | 00000 | 0000000 |
| Doceree | Advisor: General | Sep 2023 | 00000 | 0000000 |
Clearsight Advisors Services to Investors
Service on a Deal — Buy Side (17)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Strategic Resource Management | Advisor: General | Jul 2024 | 00000 | 0000000 |
| Resources Connection | Advisor: General | Nov 2023 | 00000 | 0000000 |
| Health & Wellness Partners (Media and Information Services (B2B)) | Advisor: General | Sep 2023 | 00000 | 0000000 |
| NMS Capital | Advisor: General | Sep 2023 | 00000 | 0000000 |
| NMS Capital | Advisor: General | Feb 2023 | 00000 | 0000000 |
| Interlock Equity | Advisor: General | Dec 2022 | 00000 | 0000000 |
| CIVC Partners | Advisor: General | Sep 2022 | 00000 | 0000000 |
| Avesi Partners | Advisor: General | Jun 2022 | 00000 | 0000000 |
| Bow River Capital | Advisor: General | Jun 2021 | 00000 | 0000000 |
| H.I.G. Capital | Advisor: General | Apr 2021 | 00000 | 0000000 |
Service on a Deal — Sell Side (12)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Civix | Advisor: General | Aug 2023 | 00000 | 0000000 |
| Enforce | Advisor: General | Jun 2023 | 00000 | 0000000 |
| RLH Equity Partners | Advisor: General | Dec 2022 | 00000 | 0000000 |
| Inovalon Holdings | Advisor: General | Jun 2022 | 00000 | 0000000 |
| Deloitte | Advisor: General | Dec 2020 | 00000 | 0000000 |
| Broadcom (General Purpose Semiconductors) | Advisor: General | Apr 2020 | 00000 | 0000000 |
| Cumberland Consulting Group | Advisor: General | Apr 2020 | 00000 | 0000000 |
| West Monroe Partners | Advisor: General | Dec 2019 | 00000 | 0000000 |
| AXIO Group | Legal Advisor | Aug 2017 | 00000 | 0000000 |
| Axia Consulting | Advisor: General | Aug 2014 | 00000 | 0000000 |
Clearsight Advisors Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Clearsight Advisors Team (37)
| Name | Title | Deals | Office |
|---|---|---|---|
| Joel Kallett | Co-Founder, Chief Executive Officer & Managing Director | 00 | McLean, VA |
| Greg Treger | Co-Founder & Managing Director | 00 | McLean, VA |
| Gretchen Seay | Co-Founder & Managing Director | 0 | Dallas, TX |
| John Rakowski | Co-Founder & Managing Director | 00 | McLean, VA |
| Alex Johnston | Managing Director | 0 | McLean, VA |
Clearsight Advisors FAQs
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When was Clearsight Advisors founded?
Clearsight Advisors was founded in 2011.
-
Who is the founder of Clearsight Advisors?
Joel Kallett, Greg Treger, Gretchen Seay, John Rakowski, Bethany Seidler, and Bhavin Patel are the founders of Clearsight Advisors.
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Who is the CEO of Clearsight Advisors?
Joel Kallett is the CEO of Clearsight Advisors.
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Where is Clearsight Advisors headquartered?
Clearsight Advisors is headquartered in McLean, VA.
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What is the size of Clearsight Advisors?
Clearsight Advisors total number of employees/professionals is 41.
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What service provider type is Clearsight Advisors?
Clearsight Advisors's service provider type is Investment Bank.
-
What companies has Clearsight Advisors invested in or acquired?
Clearsight Advisors has invested in or acquired Thunder.
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