Driving the Knowledge Economy

World-class investment banking for leading professional services and technology-enabled services companies

Recent Client Success Stories

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Advice and strategy that achieves extraordinary client outcomes

Our Capabilities

Unique perspectives and unrivaled market access

Our entire team is exclusively focused on the high growth segments across the dynamic and converging Business Services, Software and Data landscape.

Industry Focus

Exceeding objectives with integrity and creativity

Meet Our Team

“The AnswerLab team had very high standards for our first investment partner. The firm had to not only value DEI, but also demonstrate their commitment through actions and impact. Clearsight’s ability to identify partners who could help us scale our US strategy and design capabilities, while aligning with our values, was truly remarkable.”

Amy Buckner Chowdhry, Founder and CEO, AnswerLab

“When selecting an advisor, we sought one we could trust with exemplary relationships and experience in the life sciences consulting and technology industry. The Clearsight team delivered on all fronts and was attentive, driven, and thorough.”

Beth Beghou, Founder and Managing Director, Beghou Consulting

“Clearsight understood our business model serving private equity- the commercial due diligence, value creation, and data analytics work we do. But what I appreciated most was how they approaches us as strategic partners, not just as transaction advisors. They helped us think holistically about our growth trajectory.”

Rafi Musher, Founder and CEO, Stax

“We needed advisors who could clearly communicate what makes Austin CSI stand out in the digital transformation sector. Clearsight’s diligence and care throughout the process was exceptional. We’d recommend them to any founder embarking on this journey.”

Rizwan Sheikh, Co-Founder, Austin CSI

“When it came time to consider the next steps for Clearview, there was no question we would retain Clearsight as our investment advisor. Clearsight’s resolve to keep our best interests at center made them invaluable to our process and our founding partner group.”

Richard Mynahan, Partner, Clearview Healthcare Partners

“Clearsight’s deep industry relationships and track record of success advising healthcare and life sciences consultancies stood out amongst other investment banks. Their knowledge and guidance were instrumental in the efficiency and success of the deal process.”

Marc Samuels, Founder and CEO, Advi Health

“My experience with Clearsight Advisors was refreshingly different due to the personalized attention we received and their deep knowledge of nearshore business models. Knowing they would personally articulate our vision to potential future partners provided us with great confidence throughout the process.”

Giancarlo Di Vece, President and CEO, Unosquare

“After interviewing multiple investment banks, Clearsight’s knowledge of professional services was in a league of its own. They helped us position our consulting practice and data benchmarking platform as an integrated offering, which was crucial to finding the right partner and maximizing value. The competitive process they ran delivered exceptional results.”

Scott Sommer, CEO and Partner, Cornerstone Advisors

“We’ve come to know the Clearsight team as both remarkable people and bankers. Their team’s honesty, guidance, grit, and drive provided immense value and peace of mind. We’re grateful for advisors who helped us find a partner that creates real growth opportunities.”

Ajay Batish, CEO, Incapsulate

“Clearsight’s extensive experience and track-record across the consulting and outsourced services sector made them an obvious choice as our investment banking partner. Through every step of the process, the Clearsight team exceeded our expectations and were critical in getting us to this next exciting chapter.”

Chris Connors, CEO, Danforth Advisors