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 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’s Joel Kallett, Brendan Curran, and Justin Loeb offer their perspectives on the professional services M&A market, and the increasing role of private equity in the sector, in a recent feature with ALM Consulting Magazine. Read the article here. Contact the Authors Joel Kallett Co-Founder and Managing Director, Clearsight Advisors Washington, DC … Continued
Increased activity in the healthcare and life sciences ecosystem – from advancements in AI and the proliferation of GLP-1 drugs, to data breaches and evolving regulations – caused wide-reaching impacts and drove industry-wide growth in 2024. Clearsight’s Healthcare and Life Sciences team breaks down key M&A deals and investments in the sector from 2024, as … Continued
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
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
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 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 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
A. Yes B. No C. It depends As an advisor in the Government Services sector, we are inevitably asked by our clients whether elections impact the market. The answer is not binary. There are macro, industry-, and company-specific factors that influence investment decisions for both public investors as well as buyers and sellers in … Continued
The consulting M&A market has completely transformed over the past five years, with dramatically increased demand driven largely by private equity. When we founded Clearsight in 2011, only a handful of private equity firms considered investing in a professional services business. Today, there are hundreds of private equity firms looking to invest in the sector, … Continued
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
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 Advisors’ annual Knowledge Economy Summit once again gathered over 200 C-Suite level decision-makers, private equity (PE) leaders, and strategic partners in Dallas, Texas for a day of networking and knowledge sharing. The event kicked off with a panel discussion moderated by Walt Breakell, Executive Vice President at Marwood Group, and was composed of distinguished … Continued
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
2023 included notable M&A activity in the Healthcare & Life Sciences Services market, propelled by ongoing scientific and technological advancement and regulatory changes, and strong interest from private equity investors. Key segments attracting market demand included medical communications, commercialization consulting, regulatory affairs, outsourced drug development services, revenue cycle management, EHR and clinical workflow consulting, and … Continued
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
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
As we approach the end of the year, we often engage in retrospection: considering actions we should or should not have taken, words left unsaid or those that spilled out, new fond memories or ones we’d rather forget. In the same sense, with the bulk of the year in the rearview and the dawn of … Continued
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 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, 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
The rise of OpenAI’s ChatGPT has captured the world’s attention and drawn tremendous interest to the rapidly progressing world of artificial intelligence (AI). Natural language processing models (NLPs) have advanced so much in recent years that generative AI tools can now pass the bar and US medical licensing exams. Public companies have taken note of these … Continued
For nearly 2,500 years, philosophers have wrestled with the age-old question of how to balance the three pillars of cybersecurity: technology, processes, and people. Well, not quite. As an explicit concept applied to cybersecurity, this framework has been advanced for a mere few decades. Nonetheless, the core understanding behind it traces back to Ancient Greece, … Continued
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 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
TowerBrook Capital Partners’ 2021 investment in EisnerAmper catalyzed private equity’s pursuit of accounting firms. The two industries have coexisted for decades, but this partnership established a new chapter in private equity’s playbook, creating novel entity structures in the process. Read more on market dynamics, transaction structures, and partnership considerations in our market overview. Download Now … Continued
Clearsight Advisors, Inc. served as the exclusive financial advisor to New MainStream Capital, LLC (“NMS Capital”) on an investment in Health & Wellness Partners, LLC (“HWP”), a leading life sciences communications and consulting firm. The Clearsight deal team included Greg Treger, Tory Steel, Jonathan Holland, Ashton Neary, and Emily Battle.
The Federal Trade Commission (FTC) recently proposed a series of sweeping changes to current non-compete law that would effectively ban these agreements between employees and employers under most circumstances. If implemented in its current form, the rule would substantially change how employers and acquirers utilize restrictive covenants, with potential impacts across compensation structures, M&A dynamics, … Continued
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 Advisors advised AnswerLab, a leading independent UX research firm, on a search to find an investment partner to propel AnswerLab’s growth. AnswerLab Founder and CEO Amy Buckner Chowdhry valued a strong commitment to diversity, equity and inclusion (DEI), and finding these values in a potential investor was central to the deal process. Shamrock Capital … Continued
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 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 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 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 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
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
Since the onset of the COVID-19 economic crisis, over $525 billion in Paycheck Protection Program (PPP) loans were issued by the U.S. Treasury as part of the CARES Act. The result has been business-saving support for over 5 million borrowers, 78% of which said they were able to retain their workforce at or near pre-pandemic … Continued
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
As the leading investment banking firm focused exclusively on high-end professional services and tech-enabled services businesses, Clearsight is dedicated to staying up-to-date on the concerns of the businesses within the sectors we serve. As we are all acutely aware, today’s election will have an impact on the public markets and M&A, whether through changes in … Continued
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
For stakeholders planning to execute a transaction in the near term, changes to the long-term capital gains tax should be taken into consideration as one of many factors when determining the best time to go to market. In our latest primer, we break down the impacts of an illustrative increase in the capital gains tax … Continued
There are several factors contributing to today’s unique and unexpectedly active M&A climate. Increasing competition driving high valuations, record levels of dry powder, and low interest rates were all discussed in detail in our previous blog. Additional emerging considerations, including U.S. population trends, the percentage of business owners by generation, COVID-19, and potential near-term changes … Continued
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
Last week, Clearsight Managing Director and CEO, Joel Kallett, participated in the third installment of Pillsbury Law’s webinar, Awakenings? Current Status of M&A Activity. Clearsight joined M&A executives from defense contracting and technology sectors to share how the professional services industry is emerging from the economic impacts of COVID-19. The full webinar as well as … Continued
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 report below for our full findings and analysis. Professional Services M&A Market Impact … Continued
McLean, VA – May, 11 2020 – Clearsight Advisors, Inc. (“Clearsight” ) is pleased to unveil its new brand identity and website. The Firm, headquartered in Metro Washington, DC, was founded in 2011 and has grown from a start up to over 30 professionals in three offices. Clearsight’s focus since its founding has been on … Continued
We are excited to announce the launch of our new brand identity as part of the ongoing evolution of Clearsight. Last year we began the process of interviewing our clients, employees and referral sources to better understand their views of Clearsight and what truly makes us stand out as a unique investment banking partner. The … Continued
In a recent installment of the Pillsbury Law Webinar Series: Status of M&A Deal Activity and Prospects, Clearsight Managing Director Joel Kallett shared his analysis of COVID-19’s impact on the deal landscape. He was joined by panelists from Baird, Kipps DeSanto, Houlihan Lokey, and FON Advisors to discuss their experience with professional and tech-enabled services … Continued
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 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
Digitization is rapidly changing the business landscape. What effect is this having on the middle market in particular? Five experts, including Clearsight Director, Philo Tran, discuss the implications for M&A and private equity in the Q2 Mergermarket Newsletter. Get the report here – Digital Disruption in the Middle Market
McLean, VA, September 25, 2014 – The M&A Advisor is pleased to announce finalists of the 13th Annual M&A Advisor Awards. The following Clearsight transactions have been named as finalists in the these categories:
In today’s environment where there is more capital chasing fewer deals, many PE firms have taken the approach to call companies directly and not wait for a call from an investment banker in a “process”. Consequently, many CEOs are inundated with calls from PE Groups “interested” in investing in their business. As long as the … Continued
