Driving the Knowledge Economy

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

Recent Client Success Stories

See All Transactions

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

“We selected Clearsight Advisors as our exclusive financial advisor because of their breadth and depth of knowledge in both advanced data analytics, AI, machine learning, and the high-end consulting market.”

Shail Jain, CEO, Knowledgent

“Meteorix engaged Clearsight to accelerate its strategic growth plans because of their unique knowledge of the Workday eco-system and their proven track record of success.”

Sam Spector, CEO, Meteorix

“The entire Clearsight team was a pleasure to work with and we would tell anyone looking to sell a professional services business that you must talk to Clearsight.”

Rachel Marano, Partner, Pivot Point Consulting

“While the Clearsight senior team provided fantastic advice and counsel throughout the process, it was the junior team that truly distinguished itself with 24/7 availability and willingness to constantly go the extra mile.”

Remco op den Kelder, CEO, Putnam Associates

“Clearsight was instrumental in the success of this transaction. Their knowledgeable team walked us through every step of the process, closing the deal on time with the terms and value we sought.”

Charlie Vinal, CEO, Euclid Technology

“Clearsight’s commitment to its client’s success is admirable and I would highly recommend working with Clearsight to anyone looking to exit or simply raise capital to grow.”

Gregg Lederman, CEO, Brand Integrity

“Throughout the sale process, they were thoughtful and many times argued against their own best interests but in ours.”

Bill Achtmeyer, Founder, Parthenon Group

“Clearsight’s depth of knowledge, combined with their accessibility and relentless pursuit of the best possible outcome for us, reinforced time after time that we made the right decision.”

Shervin Gerami, CEO, TeleWorld Solutions

“At every step of the way, Clearsight delivered on their promise and provided an impeccable customer experience throughout the entire process.”

Rob Rush, Co-Founder, LRA Worldwide

“We needed a trusted advisor who could help us navigate our strategic alternatives.  We turned to Clearsight because of their depth of knowledge in both the Consulting and IT Services industries.”

Tom Bolger, SCO, West Monroe Partners