Category: Clearsight News

Clearsight Advises Stratis Group in its Acquisition by Nexus Health, part of The Lockwood Group

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Healthcare and Life Sciences Services practice. Clearsight served as the exclusive financial advisor to Stratis Group, LLC (the “Company” or “Stratis”) in its acquisition by Nexus Health, part of The Lockwood Group, LLC (“Lockwood”), a portfolio company of Ares Management Corporation (“Ares”). … Continued

Rebuilding the Pyramid- Insights from Clearsight’s 2026 Summit

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Rebuilding the Pyramid: AI’s Impact on Staffing in the Knowledge Economy At Clearsight’s 2026 Knowledge Economy Summit, founders of professional and tech-enabled services businesses, private equity investors, and corporate development professionals gathered for a day of insights. Highlights included a panel discussion centered on the impact of artificial intelligence on the structure of services businesses. … Continued

Clearsight Advisors Highlighted in Middle Market Musings Podcast

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Clearsight is proud to see our firm’s continued impact recognized across the broader M&A advisory landscape. In a recent episode of Middle Market Musings, Rit Amin, Executive Managing Director and Head of Capital Markets at Regions Securities- with Clearsight Advisors and BlackArch Partners as affiliates- discussed the strength and strategic importance of the specialized advisory … Continued

Specialist M&A Advisory Platform Formed as BlackArch Partners and Clearsight Advisors Align Under a Single Broker-Dealer

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Charlotte, NC and McLean, VA — BlackArch Partners LLC (“BlackArch”) and Clearsight Advisors, Inc. (“Clearsight”) announced alignment under a single broker-dealer, bringing together two specialist M&A advisory firms with complementary sector expertise, shared values, and a common commitment to senior-led execution. Both firms will continue to operate under their respective brand identities, preserving the cultures … Continued

Clearsight Advises StoneTurn in its Acquisition by Province

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce a successful transaction in its Professional Services Practice. Clearsight served as the exclusive financial advisor to StoneTurn (“The Company”), a portfolio company of MML Capital, in its acquisition by Province Inc. (“Province”), a portfolio company of Trivest. Founded in 2004, StoneTurn is a global professional services firm … Continued

Clearsight Advises WCM Holdings in its Acquisition by Wailes Capital

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce a successful transaction in its Strategic Communications Practice. Clearsight served as the exclusive sell-side financial advisors to newly re-branded, WCM Holdings (the “Company”) in its acquisition by Wailes Capital and the launch of a new nonprofit fundraising and administrative software and services platform. The Clearsight deal team … Continued

Clearsight Advises Stormloop Technologies in its Acquisition by Argano

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce a successful transaction in the Workday Ecosystem. Clearsight served as the exclusive financial advisor to Stormloop Technologies (“The Company” or “Stormloop”) in its acquisition by Argano, LLC (“Argano”), a portfolio company of Trinity Hunt Partners. Stormloop Technologies is a specialized consulting firm focused on Workday and Adaptive … Continued

Clearsight’s 2025 Year in Review

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As I reflect on 2025, what stands out most is the trust our clients continued to place in us and the exceptional way our team rose to meet that responsibility. The core of our business has always been straightforward to articulate yet hard to execute well: prepare rigorously, align early, and deliver with discipline. That … Continued

Clearsight Advises Ultimate Knowledge Institute on an Investment by True Wind

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its IT and Cybersecurity Services practice. Clearsight served as the exclusive financial advisor to Ultimate Knowledge Institute (“The Company” or “UKi”) on a growth investment by True Wind Capital Management (“True Wind”). For more than two decades, Ultimate Knowledge Institute has been a … Continued

Clearsight Advises ASGN on its Acquisition of Quinnox for $290 Million

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce a successful transaction in its Digital, Data, and Cloud Practice. Clearsight served as advisor to ASGN Incorporated (NYSE: ASGN) (“The Company” or “ASGN”), soon to be renamed Everforth, on its acquisition of Quinnox Inc. (“Quinnox”) for $290 million in cash, subject to adjustment. ASGN is a market-leading … Continued

Clearsight Advises Pointe Advisory in its Acquisition by Stout

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce a successful transaction in its Professional Services and Private Equity Services practice. Clearsight served as the exclusive financial advisor to Pointe Advisory, Inc. (the “Company” or “Pointe”) in its acquisition by Stout Risius Ross, LLC (“Stout”), a portfolio company of Integrum Holdings LP (“Integrum”). Pointe Advisory is … Continued

Clearsight Advises Tegria in its Acquisition by Altaris

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Healthcare and Life Sciences Services practice. Clearsight served as the exclusive financial advisor to Tegria Services Group (the “Company” or “Tegria”), a company of Providence Health System, in its acquisition by Atlaris Capital Partners (“Altaris”). The Clearsight deal team included Greg Treger, … Continued

Clearsight Advises Hayden Consulting Group in its Acquisition by BGB Group

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce a successful transaction in its Healthcare and Life Sciences Services Practice. Clearsight served as the exclusive financial advisor to Hayden Consulting Group (“The Company” or “Hayden”) in its acquisition by BGB Group LLC (“BGB”), a portfolio company of Tarrant Capital IP, LLC dba TPG (“TPG”). Hayden Consulting … Continued

Clearsight Kicks off 2026 with Firmwide Promotions

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Clearsight is pleased to begin the new year by recognizing the outstanding achievements of several team members who continuously embody our commitment to hard work, exceptional client service, and collaborative excellence. Our people remain our greatest strength, and we are proud to celebrate the dedication, talent, and leadership that each of these individuals bring to … Continued

Clearsight and Investec Advise Cinven on an Investment in Flint Global

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce a successful transaction in its Professional Services practice. Investec, in partnership with Clearsight, advised Cinven, Ltd. (“Cinven”) on its pending majority investment in Flint Global, Ltd. (“Flint”). The transaction is expected to be complete by year end. Cinven is a London-headquartered international private equity firm focused on … Continued

Responsible AI & Compliance: Navigating the Risks in a Rapidly Evolving Landscape

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Artificial intelligence is reshaping enterprises at a pace few could have predicted. From automating workflows to enhancing cybersecurity, AI is becoming embedded in the core of business operations. As adoption accelerates, so do the risks—particularly in the realm of compliance. For organizations in consulting, IT services, and cybersecurity, the challenge is no longer just technical; … Continued

Clearsight Advises Ducker Holdings on the Divestiture of Versalinx to Questex

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Clearsight Advisors, Inc. (“Clearsight”) is excited to share another successful transaction in its Life Sciences and Information Services practice. Clearsight served as the exclusive financial advisor to Ducker Holdings (“The “firm” or “Ducker Holdings”), a portfolio company of Boathouse Capital LP (“Boathouse Capital”) on the divestiture of Versalinx (“The Company” or “Versalinx”) to Questex, a … Continued

Clearsight Advises L Squared Capital Partners on an Investment in Ergo

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce that it served as the financial advisor to L Squared Capital Partners on a growth investment in Ergo. The deal team included Brendan Curran, Thomas Foreman, and Joel Kallett. L Squared Capital Partners announced a significant growth investment in Ergo (the “Company”), a technology-enabled geopolitical and strategic … Continued

IB101: Boutique Benefits – Why Smaller Can Be Smarter in Investment Banking

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Picture this: you’re prepping for your first investment banking interview. You’ve practiced your story, memorized your resume, and you’re ready to walk, or sprint, through a DCF (Discounted Cash Flow). You’ve perfected your answers to the classic “Why investment banking?” question, but here’s one you might not have considered yet: Where do you want to … Continued

Clearsight Advises Torrent Consulting on its Acquisition by ZS

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its IT Services practice. Clearsight served as the exclusive financial advisor to Torrent Consulting, LLC (the “Company” or “Torrent”) on its acquisition by ZS Associates, Inc. (“ZS”). This transaction further deepens Clearsight’s footprint advising leading companies in the Salesforce Partner ecosystem. Torrent is … Continued

Clearsight Advises Beckway on an Investment by Frontenac

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Private Equity Services practice. Clearsight served as the exclusive financial advisor to Beckway LLC (the “Company” or “Beckway”) on an investment from Frontenac. Beckway is a specialized consulting firm headquartered in New York City, with a team of over 125 professionals serving … Continued

Clearsight Advises Grant Thornton in its Acquisition of Stax

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce that it served as the exclusive financial advisor to Grant Thornton Advisors LLC (“The Company” or “Grant Thornton Advisors”), a portfolio company of New Mountain Capital (NMC) on its acquisition of Stax, a portfolio company of BluePoint Capital Partners. The Clearsight team included Joel Kallett, Brendan Curran, … Continued

Clearsight Advises Applied Value Group on Investment by Trivest Partners

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce a successful transaction in its Business Consulting practice. Clearsight served as the exclusive financial advisor to Applied Value Group (the “Company” or “Applied Value”) on its growth investment from Trivest Partners (“Trivest”). Applied Value is a world-class, results-focused management consultancy serving the Fortune 500 and private equity … Continued

Clearsight Advises Auxis in its Acquisition by Grant Thornton

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Clearsight Advisors, Inc. is pleased to announce that it served as the exclusive financial advisor to Auxis Managed Solutions, LLC (Auxis) in its acquisition by Grant Thornton, a portfolio company of New Mountain Capital, LLC (NMC).  The Clearsight deal team included Joel Kallett, Nas Chobanov, Phil Loria, and Grace Bryant. Read more from Grant Thornton … Continued

Clearsight Advises Mira Security in its Acquisition by Darktrace

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Clearsight Advisors, Inc. (“Clearsight”) is proud to announce a successful transaction in its Cybersecurity practice. Clearsight served as the exclusive sellside advisor to Mira Security, Inc. (“Mira” or the “Company”) in its acquisition by Darktrace Holdings, Ltd. (“Darktrace”), a portfolio company of Thoma Bravo. Mira Security is a cybersecurity solutions provider headquartered in Harmony, Pennsylvania, … Continued

Clearsight Advises Unosquare in its Recapitalization by Ridgemont Equity Partners

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce a successful transaction in its Digital, Data and Cloud practice. Clearsight served as the exclusive financial advisor to Unosquare, LLC (“Unosquare” or the “Company”), a Trivest Partners (“Trivest”) portfolio company, in its recapitalization by Ridgemont Equity Partners (“Ridgemont”). Unosquare is a global digital engineering partner leveraging onshore … Continued

Clearsight Advises Penn Quarter Partners on an Investment by Webster Equity Partners

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Clearsight Advisors, Inc. (Clearsight) announced that Webster Equity Partners (Webster) has made a strategic investment in Penn Quarter Partners (PQP) to accelerate the growth of a highly specialized consulting platform for life sciences companies navigating complex regulatory, policy, and market challenges. The life sciences sector today faces mounting pressures—from policy shifts and reimbursement and access … Continued

Clearsight Advises Azentio on the Divestiture of Candela to Sapiens

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Clearsight Advisors, Inc. (“Clearsight”) is excited to announce a successful cross-border transaction in its Technology-Enabled Services practice. Clearsight served as the exclusive advisor to Azentio Software Private Limited (“Azentio”) on the divestiture of Candela Labs (“Candela” or the “Company”), to Sapiens International Corporation N.V. (“Sapiens”) (NASDAQ and TASE: SPNS). Candela is an intelligent automation business … Continued

Clearsight Advises Huron on its Divestiture of Studer Education

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Clearsight Advisors, Inc. (“Clearsight”) is proud to announce a successful transaction in its Professional Services practice. Clearsight served as the exclusive advisor to Huron Consulting Group, Inc. (“Huron”) on its divestiture of Studer Education (the “Company”). Studer Education is a Pensacola, FL-based consultancy that primarily supports K-12 educational institutions in their pursuit of system-wide continuous … Continued

Clearsight Advises Verndale on an Investment by Trinity Hunt Partners

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Clearsight Advisors, Inc. (“Clearsight”) is proud to announce a successful transaction in its Digital, Data, and Cloud practice. Clearsight served as the exclusive advisor to Verndale, LLC (“Verndale” or the “Company”) on a majority investment from Trinity Hunt Partners, LP (“Trinity Hunt”). Verndale is a digital experience and commerce agency delivering strategy, design, and development … Continued

Clearsight’s Gretchen Frary Seay Begins New Chapter

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After an exceptional 14-year career with Clearsight Advisors, Co-Founder and Managing Director Gretchen Frary Seay has retired from Clearsight and transitioned to an operating role as the Interim President of AspireHR. In 2011, Gretchen joined Co-Founders Joel Kallett, Greg Treger, and Beth Seidler to establish Clearsight, seeking to build a firm that embodied investment banking’s … Continued

Clearsight Advises Oliver Wyman on the Purchase of Celent by GlobalData

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce a successful transaction in its Information Services practice. Clearsight served as the exclusive advisor to Oliver Wyman, LLC (“Oliver Wyman”), a business of Marsh McLennan Co., Inc. (“MMC”) (NYSE: MMC), on the purchase of Celent, LLC (“Celent” or the “Company”) by GlobalData plc (“GlobalData”) (LON: DATA). Celent … Continued

Clearsight’s 2024 Year in Review

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After closing out the year, we reflect and reminisce on the year that was and reposition for the year that will be. At Clearsight, 2024 was a notable year for our team and our clients. Despite economic uncertainty, global upheaval, and numerous other challenges, we achieved several significant milestones that underscore our firm’s commitment to … Continued

Client Impact: A Conversation with Amy Buckner Chowdhry

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At Clearsight, we sought to discover the broader effects of our team’s work. As such, we explored one of our core values, Impact, to try to assess the “greater good.” We learned many of our former clients have put their post-transaction resources and time toward community and philanthropic engagements. We are proud to have played … Continued

Clearsight Begins New Year with Key Promotions

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Clearsight is thrilled to continue its record of growth and achievement, established through hard work, exceptional client service, seamless collaboration, and extraordinary integrity. As we head into 2025, our team members remain Clearsight’s key strength. Therefore, we would like to congratulate these outstanding individuals on their well-deserved promotions: Brendan Curran has been promoted to Managing … Continued

Clearsight Advises on Inspired Health’s Acquisition by West Monroe Partners

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Clearsight Advisors, Inc. (“Clearsight”) is proud to announce another successful transaction in its Healthcare and Life Sciences practice. Clearsight served as the exclusive sell-side financial advisor on Inspired Health, Inc.’s (“Inspired Health” or the “Company”) acquisition by West Monroe Partners, LLC (“West Monroe”). The integration is expected to be complete in the first half of … Continued

Clearsight Advises Lumenci on an Investment by VSS and Century Equity Partners

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce a successful transaction in its Professional Services practice. Clearsight served as the exclusive advisor to Lumenci, Inc. (“Lumenci” or the “Company”) in its investment by Veronis Suhler Stevenson, LLC (“VSS”) and Century Equity Partners, LLC (“CEP”). Lumenci is a leading full-service intellectual property (IP) consulting firm providing … Continued

Clearsight Advises AXIA Consulting in its Acquisition by Huron

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Strategic Consulting practice. Clearsight served as the exclusive advisor to AXIA Consulting (“AXIA” or the “Company”) in its acquisition by Huron Consulting Group Inc. (“Huron”) (NASDAQ: HURN). AXIA is a consultancy delivering business and technology solutions to premier clients. With a focus … Continued

Clearsight Advises Reservoir Communications Group on an Investment by Periscope Equity

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce a successful transaction at the intersection of its Strategic Communications and Healthcare and Life Sciences practices. Clearsight served as the exclusive advisor to Reservoir Communications Group, LLC (“Reservoir” or the “Company”) in its investment by Periscope Equity (“Periscope”), a Chicago-based private equity firm that partners with founder-owned, … Continued

Clearsight Advises Stapleton Group in its Acquisition by J.S. Held

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Clearsight Advisors, Inc. (“Clearsight”) is proud to announce another successful transaction by its leading Professional Services practice. Clearsight served as the exclusive advisor to Stapleton Group, LLC (“Stapleton” or the “Company”) in its acquisition by J.S. Held, LLC (“J.S. Held”), a portfolio company of Kelso and Co., L.P. (“Kelso”). Stapleton Group, now a part of … Continued

Clearsight Advises Province on an Investment by Trivest Partners

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Clearsight Advisors, Inc. (“Clearsight”) is excited to share a successful transaction in its Professional Services practice. Clearsight served as the exclusive advisor to Province, LLC (“Province” or the “Company”) on a strategic capital investment from Trivest Partners LP (“Trivest”). Province is a nationally recognized, independent advisory firm offering a comprehensive suite of multi-disciplinary services designed … Continued

Clearsight Advises Strategic Resource Management on its Acquisition of Kenneth J. Sole & Associates

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to share another successful transaction in its market-leading Professional Services practice. Clearsight served as the exclusive financial advisor to Strategic Resource Management, Inc. (“SRM”) on its acquisition of Kenneth J. Sole & Associates, Inc. (“KJS” or the “Company”). SRM is a Memphis, TN-based independent advisory firm serving financial institutions … Continued

Emily White Announced as Recipient of the 15th Annual M&A Advisor Emerging Leaders Awards

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Clearsight Advisors is delighted to congratulate Emily White as a recipient of The M&A Advisor’s 15th Annual Emerging Leaders Award. Emily White is a Vice President at Clearsight and part of the firm’s leading Digital, Data & Cloud Practice. Emily’s nearly eight-year tenure at Clearsight has paralleled the firm’s rapid ascent up-market in Knowledge Economy M&A. … Continued

Client Impact: A Conversation with Rizwan Sheikh

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At Clearsight, we sought to discover the broader effects of our team’s work. As such, we explored one of our core values, Impact, to try to assess the “greater good.” We learned many of our former clients have put their post-transaction resources and time toward community and philanthropic engagements. We are proud to have played … Continued

Client Impact: A Conversation with Rafi Musher

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At Clearsight, we sought to discover the broader effects of our team’s work. As such, we explored one of our core values, Impact, to try to assess the “greater good.” We learned many of our former clients have put their post-transaction resources and time toward community and philanthropic engagements. We are proud to have played … Continued

Clearsight Advises Reference Point in its Acquisition by RGP

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Clearsight Advisors, Inc. (“Clearsight Advisors”) is pleased to announce another marquee transaction in its Strategic Business Consulting practice. Clearsight served as the exclusive advisor to Reference Point, LLC (“Reference Point” or the “Company”) in its acquisition by Resources Connection, Inc. dba Resources Global Professionals (RGP) (NASDAQ: RGP). Reference Point is a strategy, management, and technology … Continued

Clearsight Advises number8 in its Acquisition by Software Mind

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce a successful transaction in its market-leading Digital, Data & Cloud practice. Clearsight served as the exclusive advisor to number8, LLC (“number8” or the “Company”) in its acquisition by Software Mind S.A. (“Software Mind”), backed by Enterprise Investors Sp. z o.o. and Ailleron SA. Headquartered in Louisville, KY … Continued

Clearsight and Ad Astra Advise BlueRock on Capital Raise

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another collaboration culminating in a successful cross-border transaction. Ad Astra Corporate Advisory, in partnership with Clearsight, advised Blue Rock 3030 Ltd (“BlueRock” or the “Company”) on a capital raise by Ophir Asset Management (“Ophir”). BlueRock is a leading multi-disciplinary advisory firm offering accounting, wealth, digital, and legal … Continued

Clearsight Continues Growth with a Key Addition & Promotions

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Clearsight is thrilled to highlight the growth and success of our firm through a key team addition and promotions. First, we are delighted to welcome Rishabh Mishra as Managing Director. Joining Clearsight’s New York City office, Rishabh brings a remarkable background from years working in the Knowledge Economy. Rishabh most recently led Apexon’s corporate development … Continued

Clearsight’s 2023 Year in Review

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          2023 highlighted Clearsight’s collective resilience, adaptability, and dedication to achieving a memorable year for our clients and our firm. We navigated a dynamic M&A landscape and a challenging economic climate to help our clients achieve their goals, culminating in 18 completed transactions and an aggregate value of over $2 billion. … Continued

Clearsight Advises Insigniam in its Acquisition by Elixirr

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to share another successful transaction in its Strategic Business Consulting practice. Clearsight served as the exclusive advisor to Insigniam, LLC (“Insigniam” or the “Company”) in its acquisition by Elixirr Consulting, Ltd. dba Elixirr Partners, LLP (“Elixirr”) (LON: ELIX). Insigniam is a leading global consulting firm working with clients to … Continued

Clearsight’s Gretchen Frary Seay Named to Dallas 500

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We are thrilled to announce Gretchen Frary Seay, Clearsight Co-Founder and Managing Director, has been named to D CEO’s 2024 Edition of the Dallas 500 for the fourth consecutive year. This incredible achievement underscores Gretchen’s commitment to excellence and her powerful presence in the Dallas business community. The Dallas 500 celebrates the most powerful and … Continued

Clearsight Advises Incapsulate in its Acquisition by Accenture

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its IT Services and Public Sector Technology practices. Clearsight served as the exclusive advisor to Incapsulate, LLC (“Incapsulate” or the “Company”) in its acquisition by Accenture (NYSE: ACN). Incapsulate is a Washington, DC-based digital transformation consulting firm specializing in Salesforce solutions. Since its … Continued

Clearsight Advises RGP on its Acquisition of CloudGo

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Clearsight Advisors, Inc. (“Clearsight”) is proud to share another successful transaction in its Strategic Business Consulting practice. Clearsight served as the exclusive advisor to Resources Connection, Inc. dba Resources Global Professionals (RGP) (“RGP” or the “Company”) (NASDAQ: RGP) on its acquisition of CloudGo PTE., Ltd. (“CloudGo”). RGP is a global consulting firm and next-generation human … Continued

Client Impact: A Conversation with Dave Hunt

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At Clearsight, we sought to discover the broader effects of our team’s work. As such, we explored one of our core values, Impact, to try to assess the “greater good.” We learned many of our former clients have put their post-transaction resources and time toward community and philanthropic engagements. We are proud to have played … Continued

Clearsight Advises PeopleResults in its Acquisition by IRI Consultants

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Clearsight Advisors, Inc. (“Clearsight”) is proud to announce a successful transaction in its Strategic Business Consulting and Human Capital Management practices. Clearsight served as the exclusive advisor to PeopleResults, LLC (“PeopleResults” or the “Company”) in its acquisition by IRI Consultants, LLC (“IRI”), a portfolio company of Clearview Capital, L.P. (“Clearview Capital”). PeopleResults offers innovative solutions … Continued

Clearsight Advises NMS Capital’s Health & Wellness Partners in its Acquisition of Hybrid Healthcare Communications

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Clearsight Advisors, Inc. served as the exclusive financial advisor to New MainStream Capital, LLC (“NMS Capital”) and Health & Wellness Partners, LLC (“HWP”) in its acquisition of Hybrid Healthcare Communications, LLC, a leading medical communications solutions firm. The Clearsight deal team included Greg Treger, Tory Steel, Jonathan Holland, and Emily Battle.

Clearsight Advises Phoenix in its Acquisition by J.S. Held

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Clearsight Advisors, Inc. (“Clearsight”) is proud to announce a successful transaction in its leading Professional Services practice. Clearsight served as the exclusive advisor to Phoenix Management Services® and Phoenix IB® (Phoenix) (“Phoenix” or the “Company”) in its acquisition by J.S. Held, LLC (“J.S. Held”), a portfolio company of Kelso and Co., L.P. (“Kelso”). Phoenix provides … Continued

Clearsight Advises MRA in its Acquisition by GeBBS

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce a successful transaction in its Healthcare Consulting and Human Capital Management practices. Clearsight served as the exclusive advisor to Medical Record Associates, LLC (“MRA” or the “Company”) in its acquisition by GeBBS Healthcare Solutions, Inc. (“GeBBS”), a portfolio company of ChrysCapital Advisors, LLP (“ChrysCapital”). MRA is a … Continued

Clearsight and Investec Advise Doceree on Capital Raise

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce a cross-border transaction in its Healthcare & Life Sciences practice. Investec plc, in partnership with Clearsight, advised Doceree, Inc. (“Doceree” or the “Company”) on a capital raise led by Creaegis Advisors, LLP (“Creaegis”). Existing investors, Eight Roads Ventures, and F-Prime Capital, also participated in the Series B … Continued

Clearsight Advisors Continues Growth with Two Key Senior Additions: Matt Brom and Stephen Shankman

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce Matt Brom and Stephen Shankman have joined the firm as Managing Directors. As the Clearsight team continues to grow, Matt and Stephen will play a key role expanding the firm’s industry coverage and enhancing Clearsight’s M&A capabilities and leadership in the Knowledge Economy. Matt Brom will lead … Continued

Clearsight Advises Kx Advisors in its Acquisition by BGB Group

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Healthcare & Life Sciences Consulting practice. Clearsight served as the exclusive advisor to Kx Advisors, LLC (“Kx” or the “Company”) in its acquisition by BGB Group, LLC (“BGB”), a portfolio company of Tarrant Capital IP, LLC dba TPG (“TPG”). Kx Advisors is … Continued

Clearsight Advises Cordia in its Acquisition by Cherry Bekaert

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Outsourced Finance and Accounting practice. Clearsight served as the exclusive advisor to Cordia Partners and Cordia Resources (Cordia) (“Cordia” or the “Company”) in its acquisition by Cherry Bekaert, LLP (“Cherry Bekaert”), a portfolio company of Parthenon Capital. Headquartered in Tysons, VA, Cordia … Continued

Clearsight Advises OnCore Consulting on its Merger with GCOM

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to share another successful transaction in its Public Sector Technology practice. Clearsight served as the exclusive advisor to OnCore Consulting, LLC (“OnCore” or the “Company”) on its merger with GCOM Software, LLC (“GCOM”), a portfolio company of Sagewind Capital, LLC (“Sagewind”). OnCore is a rapidly growing provider of technology … Continued

Clearsight Advises CREO in its Recapitalization by Grant Avenue Capital

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Clearsight Advisors, Inc. (“Clearsight”) is proud to announce a successful transaction in its industry-leading Healthcare & Life Sciences practice. Clearsight served as the exclusive financial advisor to CREO, Inc. (“CREO” or the “Company”) in its recapitalization by Grant Avenue Capital, LLC (“Grant Avenue”). CREO is a leading management consultancy serving growing life sciences, healthcare, and … Continued

Clearsight Advises Civix on the Divestiture of its Critical Infrastructure Division to Modaxo

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another transaction in its leading Public Sector Technology practice. Clearsight served as the exclusive advisor to Civix, Inc. (“Civix”), a portfolio company of Hammond, Kennedy, Whitney and Co., Inc. (“HKW”), on the divestiture of its Critical Infrastructure Division (“Civix CI” or the “Company”) to Modaxo, Inc. (“Modaxo”), … Continued

Clearsight Advises Enforce Consulting on the Divestiture of its Australian Business to Deloitte Australia

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to share another successful transaction in its Digital, Data & Cloud Practice. Clearsight served as the exclusive financial advisor to Enforce, LLC (“Enforce” or the “Company”) on the divestiture of its Australian business to Deloitte Australia. Enforce is a leading Ceridian consulting partner, utilizing Dayforce to bring organizations to … Continued

Clearsight Advises Beghou Consulting on an Investment by Varsity Healthcare Partners

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Clearsight Advisors, Inc. (“Clearsight”) is proud to share another successful transaction in its Healthcare & Life Sciences Practice. Clearsight served as the exclusive financial advisor to Beghou Consulting, LLC (“Beghou” or the “Company”) on a strategic investment from Varsity Management Co., LP dba Varsity Healthcare Partners (“VHP”). Beghou is an industry-leading life sciences consultancy helping … Continued

Clearsight’s Gretchen Frary Seay Named to Dallas 500 for Third Consecutive Year

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Congratulations to Clearsight Co-Founder and Managing Director Gretchen Frary Seay on being named to D CEO’s 2023 Dallas 500. The Dallas 500 celebrates the most powerful and influential business leaders in North Texas. Gretchen was previously honored by Dallas 500 in 2021 and 2022, and won D CEO Magazine and ACG Dallas-Fort Worth’s Investment Banker … Continued

Talent, Technology, and Transformation – Insights from Clearsight’s 2023 Knowledge Economy Summit

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  Clearsight Advisors hosted its annual Knowledge Economy Summit last month, gathering hundreds of entrepreneurs, investors, and strategic partners in Dallas for a day of networking and insights. The event featured private, one-on-one meetings between attendees and a panel discussion about key dynamics for the Knowledge Economy workforce in 2023 and beyond. Kate Duchene, CEO … Continued

Clearsight Advises Bionest Partners in its Acquisition by Accenture

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to share another successful transaction in its Healthcare and Life Sciences Practice. Clearsight served as exclusive financial advisor to Bionest Partners, Inc. (“Bionest” or the “Company”) in its acquisition by Accenture (NYSE: ACN). Bionest is an industry-leading life sciences consulting firm focused on commercialization, go-to-market strategy, and launch execution … Continued

Clearsight’s Justin Loeb named M&A Professional to Watch by ACG

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The Association for Corporate Growth’s (ACG) Middle Market DealMaker Magazine named Clearsight’s Justin Loeb, Director and Sponsor Coverage Lead, as an Investment Banker to Watch in their Winter 2023 issue titled M&A Business Development Professionals to Watch. Justin joined Clearsight in 2014 and founded the firm’s sponsor coverage practice in 2020. In the years since, … Continued

Clearsight’s 2022 Year in Review

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    2022 marked 11 years in business and numerous milestones for Clearsight. Our team achieved another record year in deal values, second only to the robust anomaly of 2021. Through geopolitical and macroeconomic shifts, our team continued to provide insights and advice to our clients across the professional and tech-enabled services landscapes that comprise … Continued

Clearsight Advises Hexacta in its Acquisition by GlobalLogic

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another marquee product engineering transaction in its Digital Transformation Practice. Clearsight served as the exclusive advisor to Hexacta, S.A. (“Hexacta” or the “Company”) in its acquisition by GlobalLogic, a Hitachi Group Company (“GlobalLogic”). Headquartered in Montevideo, Uruguay, Hexacta is a rapidly growing digital and data engineering company. … Continued

Clearsight Advises Treacy & Company in its Acquisition by Cherry Bekaert

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Strategy Consulting Practice. Clearsight served as the exclusive financial advisor to Treacy & Company, LLC (“T&Co” or the “Company”) in its acquisition by Cherry Bekaert, LLP (“Cherry Bekaert”), a portfolio company of Parthenon Capital. T&Co is a Chicago- and Boston-based boutique management … Continued

Clearsight Advises RLH Equity Partners on Sale of Majority Stake in CrossCountry Consulting to Investcorp

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the completion of another successful Business Advisory transaction. Clearsight served as advisor to RLH Equity Partners (“RLH”) on the sale of its majority stake in CrossCountry Consulting, LLC (“CrossCountry” or the “Company”) to Investcorp Holdings B.S.C. (“Investcorp”). Public Sector Pension Investment Board (PSP Investments) also invested, and RLH … Continued

Clearsight Advises ADVI Health on an Investment by Sheridan Capital Partners

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its industry-leading Healthcare & Life Sciences Consulting Practice. Clearsight served as the exclusive financial advisor to ADVI Health, LLC (“ADVI” or the “Company”) on a strategic investment by Sheridan Capital Partners (“Sheridan”). ADVI is a Washington, D.C.-based strategy consulting firm serving Fortune 500 … Continued

Clearsight Advises AustinCSI in its Acquisition by Cognizant

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its industry-leading Digital Transformation and Consulting practices. Clearsight served as financial advisor to AustinCSI, LLC (“AustinCSI” or the “Company”) in its acquisition by Cognizant (NASDAQ: CTSH). AustinCSI is a premier digital transformation consultancy specializing in enterprise cloud and data analytics advisory services. Founded … Continued

Clearsight Advises AnswerLab on an Investment by Shamrock Capital

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its industry-leading Digital Transformation practice. Clearsight served as advisor to AnswerLab, LLC (“AnswerLab” or the “Company”) on a strategic investment from Shamrock Capital Advisors, LLC (“Shamrock”). AnswerLab is a leading independent UX research firm that partners with global brands such as Google, Amazon … Continued

Clearsight Advises Harmony Healthcare in its Acquisition by Addison Group

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its industry leading Healthcare Consulting and Human Capital Management practices. Clearsight served as the exclusive financial advisor to Harmony Healthcare, LLC (“Harmony” or the “Company”), a portfolio company of SCP & Co., in its acquisition by Addison Group, LLC (“Addison”), a portfolio company … Continued

Clearsight Advises Avesi Partners on an Investment in memoryBlue

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the completion of another high-growth, industry-leading outsourced services transaction. Clearsight served as the exclusive financial advisor to Avesi Partners (“Avesi”) on its investment in memoryBlue, LLC (“memoryBlue” or the “Company”). Based in Stamford, CT with an office in Richmond, VA, Avesi is a private equity firm that … Continued

Clearsight Advises Inovalon on the Divestiture of Avalere to Fishawack Health

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Healthcare & Life Sciences practice. Clearsight served as the exclusive financial advisor to Inovalon, Inc. (“Inovalon”) on the divestiture of its healthcare consulting and advisory business, Avalere Health, LLC (“Avalere”), to Fishawack, Ltd. (“Fishawack”), a portfolio company of Bridgepoint Advisers, Ltd. (“Bridgepoint”). … Continued

Clearsight Advises Postlight in its Acquisition by NTT DATA

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Digital Transformation practice. Clearsight served as the exclusive advisor to Postlight, LLC (“Postlight” or the “Company”) in its acquisition by NTT DATA Corp. (“NTT DATA”). Postlight is a digital strategy, design and engineering firm, creating beautifully designed and expertly engineered digital products. … Continued

Clearsight Advises USEReady on an Investment by Abry Partners

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another landmark transaction in its Cloud, Data & Analytics practice. Clearsight served as the exclusive financial advisor to USEReady Inc. (“USEReady” or the “Company”) on a growth capital investment by Abry Partners (“Abry”). USEReady is a pioneering data and analytics firm specializing in Visual Analytics, Cloud Data, … Continued

Clearsight Advises Triangle Insights Group in its Acquisition by TrialCard

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Life Sciences Consulting practice. Clearsight served as the exclusive financial advisor to Triangle Insights Group, LLC (“Triangle” or the “Company”) in its acquisition by TrialCard, Inc. (“TrialCard”), a portfolio company of Odyssey Investment Partners, LLC (“Odyssey”). This transaction reaffirms Clearsight as a … Continued

Clearsight’s Gretchen Frary Seay Receives 2022 Most Powerful Business Leader in Dallas-Fort Worth Award

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Congratulations to Clearsight Co-founder and Managing Director Gretchen Frary Seay on her recent feature in D Magazine’s 2022 Dallas 500 Issue. Gretchen is a two-time recipient of the Most Powerful Business Leader in Dallas-Fort Worth Award in the Banking category – for both 2022 and 2021. Gretchen celebrated 10 years with Clearsight last fall and … Continued

Clearsight’s 2021 Year in Review

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2021 was a whirlwind year. At Clearsight, our 10th year was our biggest yet. From record deal closures and successful client outcomes to numerous professional and personal milestones, Clearsight continued to lead the M&A market and provide expert advice and unparalleled outcomes. Through all the changes of the year, and the inevitable changes to come, … Continued

Clearsight Announces Key 2022 Promotions

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Following a banner year, Clearsight is delighted to announce the promotions of 10 valued team members, effective immediately. “Clearsight’s success is completely dependent on our talented team. Each of these individuals truly embody Clearsight’s core values of integrity, teamwork, intellectual curiosity, people focus and impact, and have been instrumental to the firm’s growth over the … Continued

Regions Financial Closes on its Acquisition of Clearsight Advisors

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Regions Financial Corp. (NYSE:RF), the parent company of Regions Bank, on Tuesday announced it has completed its acquisition of Clearsight Advisors, Inc. The acquisition expands Regions’ mergers-and-acquisitions (M&A) advisory capabilities into the technology industry. Clearsight will be incorporated into Regions Bank’s Capital Markets division. Over the last decade, Clearsight has built a solid reputation as … Continued

Clearsight Advises W@tchTower in Acquisition by Achieve Partners

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Clearsight served as the exclusive advisor to W@tchTower, a managed security service provider (MSSP) specializing in cybersecurity operations services and technology, in its acquisition by Achieve Partners. W@tchTower now operates under UltraViolet Cyber, Inc., a combination of four pioneering firms: Metmox, Mosaic451, Stage 2 Security, and W@tchTower. The entity brings together decades of experience at … Continued

Clearsight Advises Danforth Advisors on an Investment by Avesi Partners

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Outsourced Finance and Accounting and Life Sciences Consulting practices. Clearsight served as the exclusive financial advisor to Danforth Advisors, LLC (“Danforth” or the “Company”), a portfolio company of Stone-Goff Partners (“Stone-Goff”), on a growth investment by Avesi Partners (“Avesi”). This transaction reaffirms … Continued

Clearsight Advises Modus Create on an Investment by JLL Partners

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its leading Digital Transformation and Cloud practices. Clearsight served as the exclusive financial advisor to Modus Create, Inc. (“Modus” or the “Company”) on a strategic growth investment by  JLL Partners (“JLL”). Modus is a premier cloud-native product development firm and digital transformation consultancy … Continued

Clearsight Advises Devbridge in its Acquisition by Cognizant

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its leading Digital Transformation practice. Clearsight served as the exclusive strategic advisor to Devbridge (or the “Company”) in its acquisition by Cognizant Softvision, a subsidiary of Cognizant (NASDAQ: CTSH). The deal marks Clearsight’s ninth digital transformation transaction in the last 12 months. Devbridge … Continued

Clearsight Advises Stax in its Recapitalization by Blue Point Capital Partners

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Strategic Consulting, Data & Analytics and Business Advisory practice. Clearsight served as the exclusive advisor to Stax Inc. (“Stax” or the “Company”) in its recapitalization by Blue Point Capital Partners (“Blue Point”). This marks Clearsight’s 11th strategy consulting transaction in the last … Continued

Clearsight Advises Farsight Security in its Acquisition by DomainTools

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Cybersecurity practice. Clearsight served as the exclusive advisor to Farsight Security, Inc. (“Farsight”) in its acquisition by DomainTools, LLC (“DomainTools”), a portfolio company of Battery Ventures (“Battery”). This deal marks a landmark transaction for Clearsight in the threat intelligence and incident response … Continued

Clearsight Advises Protech Associates in its Acquisition by Togetherwork

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Association Management Software (AMS)/Payments practice. Clearsight served as the exclusive advisor to Protech Associates, Inc. (“Protech” or the “Company”) in its acquisition by Togetherwork Holdings, LLC (“Togetherwork”),  a portfolio company of GI Manager, LP dba GI Partners. This transaction underscores Clearsight’s leading … Continued

Clearsight Advises RCG Global Services in its Recapitalization by Frontenac

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its leading Digital Transformation and Data Analytics practices. Clearsight served as the exclusive strategic advisor to RCG Global Services, Inc. (“RCG” or the “Company”), a portfolio company of Eos Partners L.P. (“Eos”), in its recapitalization by Frontenac Co. (“Frontenac”). Headquartered in Iselin, NJ, … Continued

Clearsight Advises Huron on the Divestiture of its Life Sciences Business to Oliver Wyman

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Clearsight Advisors, Inc. is pleased to announce another successful transaction in its Life Sciences Consulting practice. Clearsight served as the exclusive financial advisor to Huron Consulting Group Inc. (“Huron” or the “Company”) (NYSE: HURN) on the divestiture of its life sciences commercial and R&D strategy, pricing and market access strategy business (the “Life Sciences Business”) … Continued

Clearsight Advises Overactive in its Acquisition by Perficient

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its leading Digital Transformation practice.  Clearsight served as the exclusive strategic advisor to Overactive, Inc. (“Overactive” or the “Company”) in its acquisition by Perficient, Inc. (“Perficient”) (NASDAQ: PRFT). This transaction marks Clearsight’s seventh Digital Transformation transaction in the last 12 months and the … Continued

Clearsight Announces a Growth Capital Investment in Thunder, Inc.

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce a strategic growth capital investment in Thunder, Inc. (“Thunder” or the “Company”), with participation from Salesforce Ventures and Winning Streak Ventures. This is a landmark transaction for Clearsight’s Merchant Banking practice and substantiates Clearsight’s knowledge, interest and excitement for the Salesforce consulting sector. Thunder is a leading … Continued

Clearsight Advises CMA Strategy Consulting in its Acquisition by EY-Parthenon

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its leading Strategy Consulting practice. Clearsight served as the exclusive advisor to CMA Strategy Consulting (“CMA” or the “Company”) in its acquisition by EY-Parthenon, a business of Ernst & Young LLP (“EY”). This transaction reinforces Clearsight’s position as a premier advisor to consulting … Continued

Clearsight Advises Blink UX in its Acquisition by Mphasis

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Digital Transformation practice. Clearsight served as the exclusive advisor to Blink Interactive, Inc dba. Blink UX (“Blink” or the “Company”) in its acquisition by Mphasis, Ltd. (NDS: MPHASIS) (“Mphasis”), a publicly traded company, with The Blackstone Group, Inc. as a majority owner. … Continued

Clearsight Advises ClearView Healthcare Partners in its Recapitalization by GHO Capital

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Life Sciences Consulting practice. Clearsight served as a strategic investment banking advisor to ClearView Healthcare Partners, LLC (“ClearView” or the “Company”) in its recapitalization by GHO Capital Partners, LLP (“GHO Capital”). This transaction underscores Clearsight as the preeminent advisor to strategy consulting … Continued

Q&A with Joel Kallett and ACG: Clearsight’s Ten-Year

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Last month, Clearsight celebrated its 10th anniversary, a monumental milestone for the investment banking firm. In 2011, Clearsight’s founders began with the ambitious goal to create a “different kind of investment bank.” Fast-forward 10 years later, Clearsight is now the largest investment bank exclusively focused on the business services and tech-enabled services industries. ACG’s Corporate Growth, … Continued

A Letter from Clearsight Advisors’ CEO: Clearsight’s 10th Anniversary

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  We are excited to announce the 10th anniversary of Clearsight Advisors, a milestone that highlights our dedication to providing high-impact financial advisory services to our clients. As we reflect on the past decade, we think back on how Clearsight and the world have evolved. Our values: Integrity Above All, Teamwork/People Focus, Intellectual Curiosity and … Continued

Clearsight Advises Bow River’s Ocean Tomo in its Acquisition of Veris Consulting

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Clearsight Advisors (“Clearsight”) is pleased to announce another successful buyside transaction in its Risk & Regulatory and Financial Services practices. Clearsight served as the exclusive advisor to Bow River Capital (“Bow River”), in partnership with their portfolio company Ocean Tomo, in their acquisition of Veris Consulting (“Veris” or “The Company). Veris is a leading forensic … Continued

Clearsight Advises Pluma in its Acquisition by Skillsoft

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Technology Enabled Services and Employee Engagement practices. Clearsight served as financial advisor to Pluma, Inc. (“Pluma” or “The Company”) in its acquisition by Skillsoft (NYSE: SKIL). Founded in 2015, Pluma’s customizable digital platform offers executive-quality coaching that is personal, scalable, actionable and … Continued

Clearsight Advises Unify Square in its Acquisition by Unisys

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Disruptive Media & Communications and IT Services practices. Clearsight served as the exclusive advisor to Unify Square, Inc. (“Unify Square” or “The Company”) in its acquisition by Unisys Corporation (NYSE: UIS) (“Unisys”). Headquartered in Bellevue, WA, Unify Square is a leading global … Continued

Clearsight Advises Qlarion in its Acquisition by GCOM

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Big Data & Analytics Practice. Clearsight served as the exclusive advisor to Qlarion, Inc. (“Qlarion” or “The Company”) in its acquisition by GCOM Software, Inc. (“GCOM”), a portfolio company of Sagewind Capital. This deal highlights Clearsight’s expertise at the convergence of Data … Continued

Clearsight Advises DAS Health in its Recapitalization by Sheridan Capital Partners

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction at the convergence of its Managed Services and Healthcare IT Practices. Clearsight served as financial advisor to DAS Health Ventures, LLC (“DAS Health” or “The Company”) in its recapitalization by Sheridan Capital Partners (“Sheridan”). Since its inception in 2003, DAS Health has built a … Continued

Clearsight Advises DAS42 on an Investment by M/C Partners

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its market-leading Data Analytics and Digital Transformation Practices. Clearsight served as exclusive financial advisor to DAS42, LLC (“DAS42” or “The Company”) on a growth investment from M/C Partners. This transaction reaffirms Clearsight as a leading advisor to the highly coveted Cloud & Data … Continued

Clearsight Advises Process Stream in its Acquisition by Sikich

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Life Sciences Consulting and Compliance Practices. Clearsight served as exclusive advisor to Process Stream (or “The Company”) in the acquisition of its assets by Sikich, LLP (“Sikich”). This transaction emphasizes Clearsight’s role as a preeminent advisor to the consulting and compliance sectors. … Continued

Clearsight’s Alex Johnston and Justin Loeb Honored with ACG’s 2021 Young Professionals Awards

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Congratulations to Clearsight Advisors Director Alex Johnston and Vice President Justin Loeb for their recognitions by the Association for Corporate Growth (ACG) as individual winners of the 2021 Middle Market Growth Young Professional Award. The award recognizes emerging leaders who have significantly contributed to the middle market community and their own organizations. Alex Johnston is … Continued

Clearsight Advises H.I.G. Capital on Growth Investment in Concord and Upton Hill

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Digital Transformation and Data Analytics practices. Clearsight served as exclusive advisor to H.I.G. Capital (“H.I.G.”) on its growth investment in Concord USA, LLC (“Concord”) and Upton Hill Inc. (“Upton Hill”). This marks another landmark buyside advisory transaction for Clearsight. H.I.G. is a … Continued

Clearsight Advises Cumberland in its Acquisition by Tegria

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its market-leading Healthcare & Life Sciences Consulting and Outsourcing Practice. Clearsight served as the exclusive strategic financial advisor to Cumberland Consulting Group, LLC (“Cumberland” or “The Company”), a portfolio company of Tailwind Capital Group, LLC, on its sale to Tegria. This transaction affirms … Continued

Deal Making in an Evolving Landscape: A Recap of Clearsight’s Digital Innovation Summit M&A Panel Discussion

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At this year’s Virtual Digital Innovation Summit, Clearsight’s M&A panel brought together thought leaders from across the digital transformation sector to discuss Deal Making in an Evolving Landscape. Philo Tran, Managing Director and Head of the Digital Transformation practice at Clearsight, moderated the panel that included Prasad Chintamaneni, Managing Director at New Mountain Capital; Tim … Continued

Clearsight Advisors’ 2020 Year in Review

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Despite one of the most tumultuous and uncertain years on record, Clearsight remained committed to providing expert advice and unparalleled outcomes to our clients across professional and technology-enabled services sectors. Our industry focus areas demonstrated resilience, delivering critical services and technology as the world pivoted to virtual work. As a firm, Clearsight expanded into new … Continued

Clearsight Advises 9Gauge in its Acquisition by E78 Partners

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Clearsight Advisors, Inc. (“Clearsight” ) is pleased to announce another successful transaction at the convergence of high-end services and technology. Clearsight served as exclusive advisor to 9Gauge Partners, LLC (“9Gauge” or “The Company”) in its acquisition by Element78 Advisors, LLC (“E78 Partners”). This deal underscores Clearsight’s position as a market-leading advisor to innovative, high-end professional … Continued

Clearsight Advises NovoScale on its Merger with Evergreen Systems and Cerna Solutions

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the completion of another successful transaction in its IT & Cloud Services practice.  Clearsight served as advisor to NovoScale (“NovoScale” or “The Company”) on its merger with  Evergreen Systems, Inc. (“Evergreen”) and Cerna Solutions, LLC (“Cerna”), backed by Sunstone Partners (“Sunstone”). This deal further underscores Clearsight’s position … Continued

Clearsight Advises Deloitte on the Sale of its Life Sciences Pricing and Contracting Solutions Business to Model N

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Clearsight Advisors, Inc. is pleased to announce that it served as exclusive financial advisor to Deloitte & Touche LLP on the sale of its life sciences pricing and contracting solutions business (PaCS) and underlying technology to Model N, Inc. (NYSE: MODN), which closed on December 31, 2020. The transaction broadens Model N’s portfolio to better serve … Continued

Clearsight Advises Covestic in its Acquisition by Milestone Technologies

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its IT Services practice.  Clearsight served as the exclusive advisor to Covestic, Inc. (“Covestic” or “The Company”) in its acquisition by Milestone Technologies, Inc. (“Milestone”), a portfolio company of H.I.G. Capital, LLC. This deal highlights Clearsight’s position as a top advisor to Cloud … Continued

Clearsight Advises Synerzip on its Merger with Prime Technology Group

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful cloud and product engineering transaction, the eighth deal within the last 24 months for the firm’s Digital Transformation practice. Clearsight served as exclusive advisor to Synerzip, LLC (“Synerzip” or The Company”) on its merger with Prime Technology Group, LLC (“Prime”), a portfolio company of Frontenac. … Continued

Clearsight Advises Identropy in its Acquisition by Protiviti

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Clearsight Advisors, Inc. (“Clearsight” ) is pleased to announce another transaction for its Cybersecurity Services practice. Clearsight served as the exclusive financial advisor to Identropy, Inc. (“Identropy” or “The Company”), a portfolio company of Osage Venture Partners and Activate Venture Partners, in its acquisition by Protiviti, Inc. (“Protiviti”), a subsidiary of Robert Half International, Inc. … Continued

Clearsight Advises RRD International in its Acquisition by Uniphar

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful Life Sciences transaction.  Clearsight served as the exclusive strategic financial advisor to RRD International, LLC (“RRD” or “The Company”) in its acquisition by Uniphar Plc (“Uniphar”). This deal marks Clearsight’s sixth Healthcare/Life Sciences transaction since last summer. RRD is a US-based pharmaceutical advisory group providing … Continued

Clearsight Provides Fairness Opinion to Advisen in its Acquisition by Zywave

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Advisen Ltd. (“Advisen”) announced on November 17th, 2020 that it has been acquired by Zywave, Inc. (“Zywave”), a portfolio company of Clearlake Capital Group, L.P. (“Clearlake”), further establishing the new platform as the leading software-as-a-service (SaaS) provider of front office insurance solutions. Zywave’s former majority owner, Aurora Capital Partners (“Aurora”), invested alongside Clearlake in the … Continued

Snowflake and Friends: 2020’s Tech IPO Wave

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Despite the widespread economic implications of the COVID-19 crisis –including record unemployment and rising national debt— public markets are experiencing a remarkable bull market. In fact, the S&P 500 reached a record high of 3,386.78 in August after gaining more than 50% from its low in March. This rebound was especially relevant for the technology … Continued

Clearsight Advises Pace Harmon in its Acquisition by West Monroe Partners

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the successful completion of the sale of Pace Harmon, LLC (“Pace Harmon” or “the Company”), a leading management consulting firm focused on IT and business services transformation and outsourcing advisory. Clearsight served as the exclusive financial advisor to Pace Harmon in its acquisition by West Monroe Partners, … Continued

Clearsight Advises Cornerstone Advisors on an Investment by Altamont Capital Partners

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another highly successful transaction in its market-leading Professional Services practice. Clearsight served as exclusive financial advisor to Cornerstone Advisors, Inc. (“Cornerstone”) on an equity investment from Altamont Capital Partners (“Altamont”). This represents Clearsight’s eighth transaction since the COVID-19 pandemic gripped the world starting in March. Cornerstone Advisors … Continued

Clearsight Advises Goldin Associates in its Acquisition by Teneo

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Clearsight Advisors, Inc. (“Clearsight” ) is pleased to announce the successful completion of the sale of Goldin Associates, LLC (“Goldin” or “The Company”), a leading financial advisory firm focused on distressed situations, financial restructuring, valuation analyses and fiduciary roles. Clearsight served as the exclusive strategic financial advisor to Goldin in its acquisition by Teneo, a … Continued

Clearsight Advises Grupo ASSA Worldwide (gA) in its Acquisition by Globant

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another highly successful transaction in its Digital Transformation practice.  Clearsight served as financial advisor to Grupo ASSA Worldwide (“gA”) in its acquisition by Globant S.A. (NYSE: GLOB) (“Globant”).  This deal marks Clearsight’s second LatAm transaction since June and the fifth overall transaction since April. Grupo ASSA Worldwide … Continued

Clearsight Advises Keane on its Divestiture of Reporting Software and Consulting Divisions to Sovos

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another transaction in its technology-enabled Compliance Services practice. Clearsight served as the exclusive financial advisor to Keane Unclaimed Property (“Keane”), a portfolio company of Lovell Minnick Partners, in the divestiture of its reporting software and consulting divisions to Sovos Compliance, LLC (“Sovos”), a portfolio company of Hg … Continued

2020 Market Impact Report: Key Takeaways Infographic

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This infographic is a follow-on to the May 2020 report in which we surveyed M&A executives around the world operating in the professional services industry, including digital transformation, business consulting, IT services, marketing and private equity. These industry leaders shared how COVID-19 and the subsequent economic downturn are affecting their M&A outlook. Download the Key … Continued

Clearsight Advises Revenue Solutions, Inc. (RSI) in its Recapitalization by DC Capital Partners

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another transaction in its Public Sector Technology and Compliance practices. Clearsight served as the exclusive advisor to Revenue Solutions, Inc. (“RSI” or “The Company”) in its recapitalization by DC Capital Partners. This marks another landmark software transaction for Clearsight. RSI offers revenue and compliance management software and … Continued

Clearsight Advises Productora de Software S.A.S (PSL) in its Acquisition by Perficient

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Clearsight Advisors, Inc. (“Clearsight” ) is pleased to announce another highly successful transaction in its Digital Transformation practice.  Clearsight served as advisor to Productora de Software S.A.S. (“PSL”) in its acquisition by Perficient, Inc. (Nasdaq: PRFT) (“Perficient”).  This transaction is the fifth for Clearsight’s Digital Transformation practice in the last 12 months and the third … Continued

Clearsight Managing Director, Gretchen Frary Seay, Wins D CEO Magazine Investment Banker of the Year

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We would like to congratulate Clearsight Managing Director Gretchen Frary Seay for her recognition as the 2020 Investment Banker of the Year from D CEO Magazine and ACG Dallas-Fort Worth.  Gretchen leads Clearsight’s Dallas office and the Firm’s Data and Analytics Practice. Gretchen is very involved in the Dallas professional services and technology communities. She … Continued

Clearsight Advises Cumberland on the Sale of its Life Sciences Division to IntegriChain

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its market-leading Healthcare & Life Sciences Consulting and Outsourcing Practice. Clearsight served as the exclusive strategic and financial advisor to Cumberland Consulting Group, LLC (“Cumberland”) on the sale of its Life Sciences Division to IntegriChain, Inc., an Accel-KKR portfolio company. This transaction further … Continued

Managing Director, Gretchen Frary Seay, Named Finalist in D CEO M&A Awards

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We are proud to recognize Co-Founder and Managing Director Gretchen Frary Seay who is a finalist for D CEO and the Association for Corporate Growth’s 2020 Mergers and Acquisitions Awards. Gretchen is among the finalists for Deal Maker of the Year in recognition of her contributions to M&A activity in the Dallas area, nationally, and internationally. … Continued

Clearsight Advises TeleWorld Solutions on its Acquisition by Samsung

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Digital Transformation and Telecom practices. Clearsight served as advisor to TeleWorld Solutions (“TeleWorld” or “TWS”) in its acquisition by Samsung Electronics, Co., Ltd. (“Samsung”). TWS is a network services provider that delivers consulting, design, deployment, testing, optimization, automation, and software development services … Continued

Five Steps for Getting Your Consulting Business to Market

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The consulting M&A market was highly active in 2019, with diverse buyers pursuing rapidly growing firms with domain expertise in hot horizontals and verticals in order to achieve “end-to-end” business solutions. We expect an active consulting M&A market to continue in 2020. For consultancies evaluating a potential sale transaction, here are a few steps you … Continued

Clearsight Announces Record Year and Promotes Two from Within

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Clearsight Advisors, Inc. (“Clearsight” ) is pleased to announce that the firm advised on a record 15 M&A transactions in 2019. Following another banner year, Clearsight has promoted two of its rising stars: Alex Johnston has been promoted to Director and Tory Steel has been promoted to Vice President. Clearsight CEO, Joel Kallett, said, “2019 … Continued

Clearsight Advises E-Nor, Inc. on its acquisition by Dentsu Aegis Network Subsidiary, Cardinal Path

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Digital Transformation and Data Analytics practices. Clearsight served as advisor to E-Nor, Inc. on its acquisition by Cardinal Path, a Dentsu Aegis Network subsidiary.  This transaction further emphasizes Clearsight’s position as the industry leader in advising high-end digital and professional services firms. … Continued

Clearsight Advises West Monroe Partners on the Sale of its Managed Services Division to M/C Partners

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its IT Services practice. Clearsight served as advisor to West Monroe Partners on the sale of its Managed Services division to M/C Partners.  This transaction further emphasizes Clearsight’s position as the industry leader in advising high-end digital and professional services firms. With nine … Continued

Clearsight Advises Intersys Consulting, LLC in its Acquisition by ASGN Incorporated

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its market-leading Digital Transformation and Data Analytics practices. Clearsight served as the financial advisor to Intersys Consulting, LLC (“Intersys”) on its acquisition by ASGN Incorporated (NYSE: ASGN) for $67 million of cash plus restricted stock. This transaction further emphasizes Clearsight’s position as the … Continued

Clearsight Advises ECG in its Acquisition by Siemens

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Siemens Healthineers AG has announced its acquisition of a majority stake in ECG Management Consultants, a healthcare advisory firm headquartered in San Diego, California. The deal is expected to close in the fourth quarter of 2019. “The advisory business of ECG is a strong addition to our portfolio and a further step in the implementation … Continued

Clearsight Advises West Monroe Partners on its Acquisition of GoKart Labs

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Digital Transformation practice. Clearsight served as the buyside advisor to West Monroe Partners on its acquisition of GoKart Labs. This transaction further emphasizes Clearsight’s position as the industry leader in advising high-end digital and professional services firms. With nine offices across the … Continued

Clearsight Advises Bulldog Solutions in its Acquisition by Hero Digital, a Portfolio Company of CI Capital

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its market-leading Digital Transformation practice. Clearsight served as the exclusive strategic and financial advisor to Bulldog Solutions (“Bulldog”) on its acquisition by Hero Digital, a CI Capital Partners LLC portfolio company. This transaction reinforces Clearsight’s position as the industry leader in advising high-end … Continued

Clearsight Advisors Reports Record First Half of 2019 and Key Promotions

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Clearsight Advisors, the leading investment banking advisory firm that provides M&A and capital raising services to world-class Business Services and Technology companies, reports record deal volume in the first half of 2019 with 10 successful transactions closed. The activity thus far in 2019 results in record-high revenue for the firm which celebrates its eighth anniversary … Continued

Clearsight Advises Navigator Management Partners in its Acquisition by Avaap

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its market-leading Technology Consulting practice. Clearsight served as the exclusive strategic and financial advisor to Navigator Management Partners (“Navigator”) in its acquisition by Avaap, an NMS Capital portfolio company. This transaction reiterates Clearsight’s position as the leader in advising IT Consulting and Management … Continued

Clearsight Supports Vitech in its Partnership with CVC Capital Partners

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Vitech Systems Group, a leading provider of cloud-based financial administration solutions, announced on 6 June 2019 that the firm signed a definitive agreement with funds advised by CVC Capital Partners under which CVC Fund VII and CVC Growth Partners will make a majority investment in the New York-based technology firm. Vitech is a global firm … Continued

Clearsight to Sponsor the 2019 D.C. Jefferson Awards

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Multiplying Good, the nation’s leading nonprofit focused on fueling personal growth and leadership through public service, announced Von Miller, Denver Broncos’ linebacker/founder of Von’s Vision, and Patagonia, designer of outdoor clothing and gear/environmental advocate, will be recognized with national public service awards during the 2019 D.C. Jefferson Awards. The awards, now in its 47th year, … Continued

Clearsight Advises Column Technologies in its Recapitalization by The Acacia Group

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another highly successful transaction in its IT Services and Digital Transformation practices. Clearsight served as advisor to Column Technologies, Inc. (“Column”) in its recapitalization by The Acacia Group. Founded in 1998 and headquartered outside of Chicago, Illinois, Column is a global technology solutions and services provider. Column’s … Continued

Clearsight Advises Putnam Associates in its Acquisition by UDG Healthcare plc

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its market-leading Healthcare Consulting Practice. Clearsight served as the exclusive strategic and financial advisor to Putnam Associates in its acquisition by UDG Healthcare plc’s Ashfield Communications and Advisory business (LON: UDG) (“UDG”). This transaction further emphasizes Clearsight’s position as the leader in advising … Continued

Clearsight Advisors Continues its Expansion with the Addition of Christine Frank

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Clearsight Advisors, a leading boutique investment bank, is pleased to announce that Christine Frank has joined the firm as a Managing Director. Christine has more than 25 years of banking and advisory experience at several leading bulge bracket and boutique investment banks. Most recently, Christine was at Waller Capital Partners where she focused on providing … Continued

Clearsight Advises Euclid Technology in its Acquisition by Fullsteam

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its market-leading Public Sector and Non-Profit Software Practices: Clearsight served as the exclusive strategic and financial advisor to Euclid Technology in its acquisition by Fullsteam. This transaction further demonstrates Clearsight’s position as the industry leader in advising Association Management Software (AMS) firms. In … Continued

Addison Group Expands Finance and Accounting Service Offering via Strategic Partnership

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Addison Group, a leading professional services firm, announced today the acquisition of DLC Group, a Los Angeles-based finance and accounting consulting and staffing firm specializing in interim and project-based finance and accounting solutions. The acquisition complements Addison Group’s existing finance and accounting consulting and staffing business in the Bay Area and Chicago and presents a substantial … Continued

Clearsight Advises roundCorner in its Acquisition by Salesforce.org

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its market-leading Public Sector and Non-Profit Software Practice. Clearsight served as the exclusive strategic and financial advisor to roundCorner in its acquisition by Salesforce.org. This transaction further demonstrates Clearsight’s position as the industry leader in advising software and cloud services firms. roundCorner, the … Continued

Clearsight Advises Knowledgent in its Acquisition by Accenture

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Big Data and Data Analytics practice. Clearsight served as the exclusive strategic and financial advisor to Knowledgent in its acquisition by Accenture (NYSE: ACN). This transaction further demonstrates Clearsight’s position as the leader in advising high-end consulting firms serving the big data, … Continued

Clearsight Advises Gorilla Logic in its Growth Investment from Sverica Capital Management

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its market-leading Digital Transformation practice. Clearsight served as the exclusive strategic and financial advisor to Gorilla Logic, LLC (“Gorilla Logic”) in its growth investment from Sverica Capital Management. Founded in 2002, Gorilla Logic provides custom digital product development services and is based in … Continued

Clearsight Named Finalist in 17th Annual M&A Advisor Awards

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Clearsight has been named a finalist in the 17th Annual M&A Advisor Awards. The M&A Advisor was founded in 1998 to publish insights and intelligence on mergers and acquisitions. Today, the M&A Advisor is the preeminent organization recognizing excellence, honoring achievement, presenting thought leadership, and facilitating connections among the world’s leading dealmaking professionals. This November, … Continued

Clearsight Advises Brand Integrity in its Acquisition by Reward Gateway

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its market-leading Software Practice. Clearsight served as the exclusive strategic and financial advisor to Brand Integrity in its acquisition by Reward Gateway, a Great Hill Partners portfolio company. This transaction reiterates Clearsight’s position as the leader in advising HR Technology and SaaS firms. … Continued

Clearsight Advises Kogentix in its Acquisition by Accenture

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Big Data and Digital Transformation practices. Clearsight served as the exclusive strategic and financial advisor to Kogentix in its acquisition by Accenture (NYSE: ACN). This transaction reiterates Clearsight’s position as the leader in advising high-end consulting firms serving the big data, machine … Continued

Clearsight Advises SmartAnalyst in its Acquisition by UDG Healthcare plc

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its market-leading Healthcare Consulting Practice. Clearsight served as the exclusive strategic and financial advisor to SmartAnalyst in its acquisition by UDG Healthcare plc (LON: UDG) (“UDG”). This transaction further emphasizes Clearsight’s position as the leader in advising high-end consulting firms serving the life … Continued

Clearsight Advisors Continues its Expansion with the Addition of Cortney McCoy

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Clearsight Advisors is pleased to announce its continued expansion with the addition of Cortney McCoy as the firm’s Vice President of Marketing. Cortney joins Clearsight from JPMorgan Chase in New York and has more than 13 years of experience in marketing and communications roles in the financial services industry. Prior to JPMorgan Chase, Cortney held … Continued

Clearsight advises Tech-Enabled Pricing and Profit Analytics and Optimization Leader, Insight2Profit, in its Growth Equity Investment by DFW Capital

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its market-leading Tech-enabled Services & Data Analytics Practices. Clearsight served as the exclusive strategic and financial advisor to INSIGHT2PROFIT in its growth equity investment by DFW Capital Partners. DFW Capital Partners (“DFW”) announced that it has closed a strategic investment in INSIGHT2PROFIT.  DFW … Continued

Clearsight Advisors Continues to Expand – Announces Office Opening in Nashville

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Clearsight Advisors, Inc., an independent investment banking firm dedicated to providing world-class M&A and capital raising solutions exclusively to growth oriented Business Services and Technology companies, is pleased to announce the opening of its new Nashville, TN office.  The new office will be led by Clearsight Co-Founder, Bhavin Patel. “I am excited to lead Clearsight’s … Continued

Clearsight Advisors Participates in Dent Education’s Design Thinking Workshop

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Clearsight Advisors Participates in Dent Education’s Design Thinking Workshop Learns how the methodology can make an impact in business and in the community Design Thinking, an exploding methodology and approach in the consulting and product development industries, has the potential to make the process of solving complex problems and innovating more effective and rapid. We … Continued

Clearsight Advises LunaMetrics in its Acquisition by HS2 Solutions

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Clearsight Advisors is pleased to announce another successful transaction in our Digital Transformation and Data Analytics Practice.  The acquisition of LunaMetrics by HS2 Solutions, a portfolio company of Mountaingate Capital, closed on December 17, 2017, capping a record year for Clearsight. LunaMetrics, a Google Analytics Certified Partner and a Google Premier Partner, is an innovative … Continued

Clearsight Advisors’ Co-Founder, Gretchen Seay, Named One of 2018’s Most Influential Women

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Clearsight Advisors’ Gretchen Frary Seay was named one of 2018’s Most Influential Women in the third edition of Mergers & Acquisitions special report celebrating 35 leading female transaction professionals. The challenges women face in achieving top-tier status in financial services are particularly acute in the middle market, where women account for approximately 14 percent of … Continued

Clearsight Advisors Continues its Expansion with the Addition of Jim McCabe

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Clearsight Advisors is pleased to announce its continued expansion with the addition of Jim McCabe as a senior investment banker. Jim comes to Clearsight from Outcome Capital, and has over 15 years of experience in leadership roles at various investment banking, private equity and operating enterprises throughout his career. Jim has been involved in many … Continued

Clearsight Advises IBB Consulting in its Acquisition by Accenture

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Clearsight Advisors (“Clearsight”) is pleased to announce another successful transaction in its market-leading Professional Services Practice.  Clearsight served as the exclusive strategic and financial advisor to IBB Consulting (“IBB”) in its acquisition by Accenture (NYSE: ACN).  This transaction reinforces Clearsight’s preeminent position as the investment banking leader in advising high-end strategy and digital consulting firms. … Continued

Clearsight Advises Market Force in its Recapitalization by Main Street Capital

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the completion of another highly successful transaction in its technology-enabled services and customer experience practice. Clearsight served as the exclusive strategic and financial advisor to Market Force Information, LLC in its recapitalization by Main Street Capital. Main Street Capital Corporation (NYSE: MAIN) (“Main Street”) has made a … Continued

Clearsight Advisors’ Bhavin Patel named as a 40 Under 40 Emerging Leader by M&A Advisor for 2017

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Bhavin Patel is a Co-Founder and Partner at Clearsight Advisors where he leads the rapidly evolving Customer Experience, Sales Enablement and Employee Engagement sector coverage for Clearsight. In addition to this sector coverage, Bhavin is also active across the broader management and IT consulting landscape. During his career in investment banking, Bhavin has successfully completed … Continued

Clearsight Advises Vynamic in its Acquisition by UDG Healthcare plc

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its market-leading Professional Services Practice. Clearsight served as the exclusive strategic and financial advisor to Vynamic LLC (“Vynamic”) in its acquisition by UDG Healthcare plc (LON: UDG) (“UDG”). This transaction further emphasizes Clearsight’s position as the leader in advising high-end consulting firms serving … Continued

Clearsight Advises AXIO TI Holdings Limited (“TechInsights”) in its Acquisition by Oakley Capital

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in the Legal Services & Information Solutions Practice. Clearsight served as the exclusive strategic and financial advisor to AXIO TI Holdings Limited (“TechInsights”) in its acquisition by funds managed by Oakley Capital Limited (“Oakley”). TechInsights was part of AXIO Group, which is majority owned … Continued

Clearsight Advises Competitive Capabilities International (Pty) Ltd. in its Perpetual Global License Agreement with EY Catalyst Limited

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful software transaction.  Clearsight served as the exclusive strategic and financial advisor to Competitive Capabilities International (Pty) Ltd., (“CCi”) in its perpetual global license agreement with EY Catalyst Limited, a member firm of Ernst & Young Global Limited.  This operational improvement software and consulting transaction further … Continued

Clearsight Advises ClearView Healthcare Partners in its Recapitalization by RLH Equity Partners

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Clearsight is proud to have advised ClearView Healthcare Partners, a global strategy consulting firm serving the life science sector, in its recapitalization by Riordan, Lewis & Haden Equity Partners. Financial details of the transaction were not disclosed. For further information about Clearsight’s Management and Strategy Consulting practice, please reach out to Managing Director, Joel Kallett.

Jacobs’ Acquisition of Van Dyke Makes Washington Technology’s List of Top Deals in 2016

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Washington Technology’s 2016 M&A Roll-Up highlights pivotal acquisitions in the region and a Clearsight deal has been listed in the Top 10.  Cybersecurity leader Van Dyke Technology’s acquisition by Jacobs was a concrete move to secure and protect the continuously increasing interconnectedness of our infrastructure.  This deal signaled the IoT M&A trend to protect and secure our … Continued

Clearsight Advises Premier Payments Consulting Firm, First Annapolis Consulting, in its Acquisition by Accenture

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its market-leading Professional Services Practice.  Clearsight served as the exclusive strategic and financial advisor to First Annapolis Consulting, Inc. (“First Annapolis”) in its acquisition by Accenture (NYSE: ACN).  This transaction further emphasizes Clearsight’s position as the leader in advising high-end consulting firms.

Clearsight Advises Growth Strategy Firm, Innosight, in its Announced Acquisition by Huron

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its market-leading Professional Services Practice.  Clearsight served as the exclusive strategic and financial advisor to Innosight Holdings LLC (“Innosight”) in its announced acquisition by global professional services firm Huron (NASDAQ: HURN).  This transaction further emphasizes Clearsight’s position as the leader in advising high-end … Continued

Clearsight Advises Pivot Point Consulting in its Acquisition by Vaco Healthcare

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the acquisition of Pivot Point Consulting, LLC (“Pivot Point”) by Vaco Healthcare, LLC (“Vaco”), a portfolio company of QUAD-C Management, Inc. Clearsight served as the exclusive strategic and financial advisor to Pivot Point Consulting. The transaction underscores Clearsight’s unrivaled position as the advisor of choice for leading … Continued

Clearsight Advises Datasource Consulting, a Leader in Enterprise Data Management Services, in its Acquisition by EXL

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Clearsight Advisors, Inc. has completed another successful transaction in their Big Data and Analytics Practice. Clearsight served as the exclusive strategic and financial advisor to Datasource Consulting in its acquisition by EXL. EXL (NASDAQ: EXLS), a leading Operations Management and Analytics company, announced that it acquired Datasource Consulting, LLC, the Denver-based specialists in Business Intelligence … Continued

Market Spotlight – Aon Acquires Stroz Friedberg

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On October 11, 2016, Aon plc (NYSE:AON) (“Aon”), a global provider of risk management, brokerage, and HR solutions, announced that it had entered into an agreement to acquire Stroz Friedberg, LLC (“Stroz Friedberg”), a specialized risk management firm. Stroz Friedberg will be integrated with current Aon personnel to form a new division known as the … Continued

Clearsight’s Seay Honored as new Advisory Council Member at The University of Texas McCombs School of Business

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Dallas, TX , October 4, 2016 – Clearsight Advisors Co-Founder and Managing Director, Gretchen Frary Seay, has been appointed to serve on The Advisory Council for the McCombs School of Business at the University of Texas at Austin.  Council membership consists of individuals whose stature and accomplishments in the business world contribute significantly to the … Continued

Clearsight Celebrates 5 Years

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As we celebrate Clearsight Advisor’s 5th Anniversary on July 8th, we can’t help but take a moment to reflect on the journey and say thank you. It’s hard to believe that five years have passed since we launched our firm. Clearsight has grown from our original four employees to 22 employees today. We have completed … Continued

Clearsight Advises Cybersecurity Leader, Van Dyke Technology, in its Acquisition by Jacobs

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the completion of another highly successful transaction in the cybersecurity and IT services industry. Clearsight served as the exclusive strategic and financial advisor to The Van Dyke Technology Group, Inc. in its acquisition by Jacobs Engineering Group Inc. Jacobs Engineering Group Inc. (NYSE:JEC), one of the world’s … Continued

Clearsight Advises ARRYVE LLC in its Acquisition by Grant Thornton, LLP

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the completion of another highly successful transaction in the business consulting and professional services industry. Clearsight served as the exclusive strategic and financial advisor to ARRYVE LLC in its acquisition by Grant Thornton, LLP.  This transaction deepens Clearsight’s position as the leader in advising high-end consulting firms.

Clearsight Advises Revature on its Growth Capital Investment Led by University Ventures

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the completion of another highly successful transaction in the education technology and professional services industry. Clearsight served as the exclusive strategic and financial advisor to Revature on its highly successful growth capital investment led by University Ventures, an investment firm focused exclusively on the global higher education … Continued

Clearsight Advises Health Advances in Pending Acquisition by PAREXEL

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the pending acquisition of Health Advances, LLC (“Health Advances”) by PAREXEL International Corporation (“PAREXEL”). Clearsight served as the exclusive strategic and financial advisor to Health Advances. The transaction underscores Clearsight’s unrivaled position as the advisor of choice for leading companies in the consulting and professional services sectors … Continued

Toys for Tots Drop-off Location

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Clearsight is proud to support the Marine Toys for Tots Foundation, an IRS recognized 501(c)(3). The mission of Marine Toys for Tots Foundation is to assist the U. S. Marine Corps in providing a tangible sign of hope to economically disadvantaged children during the Holidays. If you would like to join us, you can bring new, … Continued

Clearsight is Pleased to Announce the Closing of the Acquisition of Meteorix by IBM

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the closing of the previously announced acquisition of Meteorix LLC by IBM (NYSE: IBM). Clearsight served as the exclusive strategic and financial advisor to Meteorix. This highly successful transaction highlights Clearsight’s unrivaled position as the advisor of choice for IT services, cloud services and management consulting businesses.

Clearsight Advises Premier Workday Partner Meteorix on Acquisition by IBM

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Clearsight Advisors served as exclusive financial and strategic advisor to Meteorix on its announced acquisition by IBM. ARMONK, N.Y. – 28 Sep 2015: IBM (NYSE: IBM) today announced plans to acquire Meteorix LLC, a premier Workday (NYSE: WDAY) services partner, to help companies gain new competitive advantage by aligning people with financial performance and redefine … Continued

Clearsight Advisors Continues to Expand with New Dallas Office

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Dallas, Texas – September 16, 2015 – Clearsight Advisors, Inc., an independent merchant banking firm dedicated to providing world-class M&A and capital raising solutions exclusively to growth oriented Business & Technology services companies, is pleased to announce the opening of its new Dallas, Texas office.  The new location, Clearsight’s first office outside of its headquarters … Continued

Clearsight Advises OpenQ in its Acquisition by Anju Software

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Clearsight is proud to have advised OpenQ, a provider of identification management software for the life sciences industry, in its acquisition by Anju Software, Inc., a portfolio company of Providence Equity. Financial details of the transaction were not disclosed. For further information about Clearsight’s healthcare and life sciences software expertise, please reach out to Managing … Continued

Clearsight Advises LRA on its Acquisition by Deloitte

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the completion of another highly successful strategic transaction in the consulting and customer experience industry. Clearsight served as the exclusive strategic and financial advisor to LRA Worldwide (“LRA”) on its acquisition by Deloitte & Touche LLP (“Deloitte”). The transaction underscores Clearsight’s unrivaled position as the advisor of … Continued

Clearsight Client, Kinsail Corporation, Wins Deal of the Year

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Clearsight client, Kinsail Corporation, won the Strategic Deal of the Year (Under $50M) last week at the Annual ACG National Capital Corporate Growth Awards for its acquisition by Accela, a portfolio company of Bregal Sagemount and ABRY Partners.  After a highly competitive process, Kinsail, a leader in web-based, public sector payments solutions added federal, state, … Continued

Is SaaS Just A Step On The Convergence Path Towards Fully Outsourced Solutions?

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Since Clearsight’s inception, we have been evangelizing the convergence of software, services and data. While this most often manifests itself in professional services businesses that have developed proprietary intellectual property or tech-enabled services to outsource a specific function such as revenue cycle management, we are starting to see convergence at another level incorporating leading technology … Continued

Clearsight Advises NeoSystems Corporation (“NeoSystems) on its Growth Capital Investment from OFS Capital

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the completion of another highly successful transaction in the IT and professional services industry. Clearsight served as the exclusive strategic and financial advisor to NeoSystems Corporation (“NeoSystems” or the “Company”) on its highly successful $15 million growth capital investment led by OFS Capital Corporation, a provider of … Continued

Clearsight Advises Think Big Analytics, Inc. in its Acquisition by Teradata

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Clearsight  Advisors served as the exclusive strategic and financial advisor to Think Big Analytics, Inc. in its acquisition by Teradata. Teradata (NYSE: TDC), a global leader in data analytic platforms, marketing applications and consulting services has acquired Think Big Analytics, Inc., a leading consulting and solutions company, offering full strategy and implementation services focused exclusively … Continued

Clearsight Advises Landon IP in its Acquisition by CPA Global

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Clearsight served as the exclusive strategic and financial advisor to Landon IP in its acquisition by CPA Global, a portfolio company of Cinven, a leading European private equity firm. CPA Global, the world’s leading specialist in intellectual property (IP) software and services, announced the acquisition of international patent services provider Landon IP.   Landon IP is … Continued

Clearsight Advises AXIA in the Acquistion of its Workday Consulting Practice by KPMG

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Clearsight served as the exclusive strategic and financial advisor to AXIA Consulting in the acquisition of its Workday Consulting Practice by KPMG. KPMG LLP, the U.S. audit, tax and advisory firm, acquired the Workday Consulting Practice from AXIA Consulting, a provider of technology and business consulting services to local middle-market and Fortune 500 companies and … Continued

Clearsight Advises DayNine Consulting in its Growth Equity Investment by Pamlico Capital

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DayNine Consulting, Inc. (“DayNine” or the “Company”) and Pamlico Capital (“Pamlico”) announced today that Pamlico has completed a significant equity investment in the Company. DayNine, a global Workday (NYSE: WDAY) services partner, will use the growth capital to support aggressive expansion around the globe, and for further development of proprietary tools that differentiate DayNine’s capabilities … Continued

Clearsight Advises The Parthenon Group in its Acquisition by EY

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The Parthenon Group, a global strategy consultancy with 300 professionals in offices in Boston, London, Mumbai, San Francisco, Shanghai and Singapore, has signed an agreement to combine its operations worldwide with EY, subject to the satisfaction of agreed conditions. Parthenon is ranked among the top 10 management consultancies worldwide. Upon closing, the transaction will bring … Continued

Clearsight’s Gretchen Guandolo to Speak at The Innovative Solutions Consortium (ISC) Panel on Critical Infrastructure Protection

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On January 21, 2014, Gretchen Guandolo, Managing Director at Clearsight Advisors, will join other top leaders in Government, Academia and Industry on an evaluation panel to select  the “ISC Emerging Business Titan Award” for most innovative company in Security and Infrastructure Protection. The conference discussion will focus on Practical Solutions to Three “Hard-to-Solve” Problems: How … Continued

Clearsight Advises Mindlance in the Acquisition of its Life Sciences Division by Cumberland Consulting

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the completion of another highly successful transaction in their Professional Services Practice. Clearsight served as the exclusive strategic and financial advisor to Mindlance Inc., on the sale of its Life Sciences Consulting business, Mindlance Life Sciences, to Cumberland Consulting Group, LLC, a portfolio company of Tailwind Capital.

Clearsight CEO, Joel Kallett, Wins Inaugural SmartCEO Power Player of the Year Award

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Clearsight Advisors is pleased to announce Joel Kallett, Co-Founder, CEO and Managing Director was named a SmartCEO Power Player of the Year at the first ever Power Players Awards.  Washington’s business elite were recognized for their leadership, innovation and community contributions at the event which took place on Monday, November 18 at Long View Gallery. … Continued

Clearsight Advisors is a Toys for Tots Drop-off Location

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Clearsight is proud to support the Marine Toys for Tots Foundation, an IRS recognized 501(c)(3). The mission of Marine Toys for Tots Foundation is to assist the U. S. Marine Corps in providing a tangible sign of hope to economically disadvantaged children during the Holidays. If you would like to join us, you can bring … Continued

Clearsight Advisors Hosts 2nd Annual Big Data Executive Forum

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McLean, VA – On November 4, 2013, Clearsight Advisors held its second annual Big Data Executive Forum where industry leaders gathered to collaborate and dissect the Social Media explosion of Big Data. The event kicked off with a keynote address from Ted Leonsis, Founder & Chairman of Monumental Sports & Entertainment, the owner of the … Continued

Clearsight Hiring Experienced Analysts and Associates

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Clearsight, based outside Washington DC, in Tysons Corner is an investment bank focused on high growth Business Services and Technology companies in the software, professional services and information services industries. We provide world class strategic advice to rapidly growing clients.  The principals at Clearsight have provided expertise in mergers and acquisitions, capital raising and valuation … Continued

Renewed Focus on Underbanked Payments and Financial Services

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Two weeks ago we attended the Money2020 2013 event in Las Vegas. In only its second year, it is already touted as one of the best annual payments conferences going, and as I learned for good reason. Everybody within the payments world – vendors, financial institutions, technology companies, investment bankers, etc.  – all converged on … Continued

Clearsight Advises AMCAD On Its Majority Equity Recapitalization By Riverside Partners

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the completion of another highly successful transaction in the public sector software space. Clearsight served as the exclusive strategic and financial advisor to AMCAD on its majority equity recapitalization by Riverside Partners, a growth-oriented private equity firm. AMCAD is a leading enterprise software company dedicated to providing … Continued

Clearsight Advises JackBe in Acquisition by Software AG

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the completion of another highly successful transaction in the Big Data sector. Clearsight served as the exclusive strategic and financial advisor to JackBe Corporation on its acquisition by Software AG, (FRA: SOW) a $2.6 billion market cap world leader in enterprise management software. JackBe is a leading … Continued

Clearsight Advises Stratigent in Acquisition by Ebiquity

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the successful completion of another strategic transaction in the digital data analytics consulting space. Clearsight served as the exclusive strategic and financial advisor to Stratigent LLC in its acquisition by Ebiquity PLC, a UK-based publicly traded company focused on providing independent data-driven insights to the global media … Continued

Clearsight Hosts Big Data Executive Forum – Event Recap

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Clearsight Advisors held our inaugural Big Data Executive Forum on October 18, 2012 for over 100 industry leaders who met to exchange ideas surrounding the future of Big Data investment and game-changing applications. An exceptional panel of thought leading industry veterans fielded questions from the audience made up of some of the most innovative and … Continued

Clearsight Advises Digital Intelligence Systems (DISYS) on its Growth Equity Investment from Weston Presidio

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Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the completion of another highly successful transaction in the IT and professional services industry. Clearsight served as the exclusive strategic and financial advisor to Digital Intelligence Systems, LLC (“DISYS” or the “Company”) on its highly successful $20 million growth equity investment by Weston Presidio, a private equity … Continued

On-Demand Webinar: Leveraging PR for M&A and Capital Raises

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On March 7th, 2012, Clearsight Advisors teamed up up with PR firm SpeakerBox Communications, to share insight and strategies on this rarely discussed, but critically important aspect of value enhancement for strategic financial transactions. Our experts focused on how to maximize value by strategically leveraging your PR/marketing plan well in advance of a transaction to raise your … Continued

Cloud Services – The Next Big Opportunity in IT Services

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Earlier this week, Cloud Sherpas announced its merger with GlobalOne along with a $20 million investment from Columbia Capital. Cloud Sherpas, a leading Google partner, and Global One, a leading Salesforce.com partner, will form one of the pre-eminent Cloud IT Services firms. Both of these firms have been built from the ground up focused on … Continued

John Rakowski Joins Clearsight Advisors

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Business Services and Technology investment bank, Clearsight Advisors, announced today that John Rakowski has joined as a Director. Rakowski brings more than 15 years of financial advisory and transaction experience with private and public companies to Clearsight’s clients.

Gretchen Guandolo Joins Clearsight Advisors

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Business Services and Technology investment bank, Clearsight Advisors, announced that Gretchen Guandolo has joined the team as a Partner and Managing Director.  Guandolo has 15 years of experience as an M&A advisor and consultant to IT and business services companies, in both the public and private sectors. 

Clearsight Advisors Opens in Northern Virginia’s Tech Corridor

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Northern Virginia’s technology corridor welcomes a new, one-of-a-kind merchant bank providing M&A and capital raising solutions exclusively for high growth Business and Technology Services companies. Clearsight Advisors, founded by former and present colleagues – Joel Kallett and Greg Treger, along with Bhavin Patel and Beth Seidler – has opened its office headquarters in the heartbeat … Continued

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