Clearsight Advisors

We're a world-class investment banking and M&A firm helping business and technology services companies advance their vision.

[Clearsight Advisors @ClearsightMB]

Clearsight CEO Joel Kallett shares his reflections on 2024 and his optimism for Knowledge Economy M&A in 2025.

Learn about what we accomplished and where we are heading in our annual Year in Review.

Read more here: https://t.co/jq5JLMGnar

[Clearsight Advisors @ClearsightMB]

https://t.co/enjuOb6kL5

We are thrilled to announce the well-earned promotions of our fantastic colleagues.

- Brendan Curran, Justin Loeb, and Tory Steel have been promoted to Managing Director
- Emily White has been promoted to Director

Read more at the link above.

[Clearsight Advisors @ClearsightMB]

https://t.co/fSj6GIZnLw

🔔 Ring the Deal Bell! Clearsight is pleased to have to advised on Inspired Health’s acquisition by West Monroe.

Inspired Health is a market insights consultancy serving life sciences clients.

[Clearsight Advisors @ClearsightMB]

https://t.co/MWWPsUQ6tA

🔔 Ring the Deal Bell! Clearsight is proud to have advised @lumenci_inc on its investment by VSS Capital Partners and Century Equity Partners.

[Clearsight Advisors @ClearsightMB]

https://t.co/pKVg3rqLwS

🔔Ring the Deal Bell! Clearsight is proud to have advised AXIA Consulting in its acquisition by Huron. AXIA is a leading provider of supply chain-focused consulting and technology solutions.

[Clearsight Advisors @ClearsightMB]

https://t.co/iCrLGVnWmM

🔔Ring the Deal Bell! Clearsight is proud to have advised Reservoir Communications Group in its strategic investment by Periscope Equity.

Reservoir is a healthcare consultancy and strategic communications firm.

[Clearsight Advisors @ClearsightMB]

https://t.co/F4ZuZPJdEG

🔔Ring the Deal Bell! Clearsight advised Stapleton Group in its acquisition by J.S. Held, a portfolio company of Kelso.

Stapleton is a national restructuring and financial advisory firm comprised of financial consultants and industry leaders.

[Clearsight Advisors @ClearsightMB]

Our annual offsite was a great success! Through team-building activities, strategy sessions, and professional development, our team is more connected, aligned, and recharged to help our clients achieve their goals.

Thank you to Beth Seidler for spearheading a fantastic event!

[Clearsight Advisors @ClearsightMB]

Take us out to the ball game!

Clearsight spent a great night catching up with colleagues, enjoying ballpark snacks, and cheering the Washington Nationals on to victory.

[Clearsight Advisors @ClearsightMB]

https://t.co/ty9BZi5WNH

🔔Ring the Deal Bell! Clearsight is proud to have advised Reference Point in its acquisition by RGP.

Reference Point offers comprehensive strategy, management, and financial consulting services for financial services firms.

[Clearsight Advisors @ClearsightMB]

https://t.co/a1gU3TiJMe

🔔Ring the Deal Bell! Clearsight is proud to have advised Province on a strategic investment from Trivest Partners.

Province is a leading multi-disciplinary restructuring and financial advisory firm.

[Clearsight Advisors @ClearsightMB]

https://t.co/dDmbC2SoZV

🔔 Ring the Deal Bell! Clearsight is proud to have advised SRM on its acquisition of Kenneth J. Sole & Associates, Inc. (KJS). KJS is a banking technology consulting firm specializing in core systems optimization and conversion support.

[Clearsight Advisors @ClearsightMB]

Happy Independence Day! We hope everyone enjoys a safe and patriotic day.

[Clearsight Advisors @ClearsightMB]

Today we celebrate Juneteenth, a day of recognition and celebration. Let’s honor the past and continue to create positive change for a more equal world.

[Clearsight Advisors @ClearsightMB]

We’re proud to support inclusion, acceptance, and the strengthening power of diversity this Pride Month. Together we can create a world where everyone is free to be themselves.

[Clearsight Advisors @ClearsightMB]

Memorial Day affords us the opportunity to honor and remember the brave individuals who made the ultimate sacrifice for our freedoms. We thank them for their courage and dedication.

[Clearsight Advisors @ClearsightMB]

Our Client Impact series continues with former client and @AustinCSI Co-Founder Rizwan Sheikh.

After a successful transaction, Rizwan spoke of using the newfound gift of time to improve educational opportunities around the world.

Read the Q&A: https://t.co/9PBNU4xVNI

[Clearsight Advisors @ClearsightMB]

This month we honor and celebrate the rich histories, cultures, and contributions of the AAPI community that shape our world. May we always stand together to embrace the beauty of our differences.

[Clearsight Advisors @ClearsightMB]

https://t.co/5YlZhvPKdw

The #privateequity services industry – its market, opportunities, and future – was a central topic at
our annual Knowledge Economy Summit. Thank you to representatives from Marwood, Capstone, @Accordion, @LEK_Consulting, and Stax for an insightful panel.

[Clearsight Advisors @ClearsightMB]

In the latest installment of our Client Impact series, we spoke with Rafi Musher. Currently the Founder and Chairman of the Board at Stax, Rafi discusses his passion for social impact and helping others find ways to give back.

Read the Q&A here: https://t.co/bfPi6IR0PT