CLEARSIGHT
ADVISORS

Extraordinary investment
banking results at the
convergence of services,
software, and data & analytics.

Extraordinary investment banking results at the
convergence of services, software, and data & analytics.

Find out how top-tier M&A and capital raising solutions can advance your vision.

When it comes to providing independent M&A and capital raising services, our team couples analytical rigor with a focus on people. Entrepreneurs, companies, boards of directors, and investors striving toward strategic and financial goals come to us for our depth of capabilities and unrivaled track record.


Let the deal bell ring.

With an exclusive focus on high-growth areas, we have a firm grasp on market convergence trends and business strategies. Our goal is to deliver unparalleled investment banking for the professional services and technology sectors.




Extraordinary investment banking results at the convergence of services, software, and data & analytics.

Our unique perspectives and unrivaled market access is the result of more than two decades of experience working across the high-end professional services, software, and data & analytics ecosystem. By leveraging a set of carefully-nurtured relationships, we stay in tune with the latest market convergence trends and most effective business strategies.
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PROFESSIONAL SERVICES

With numerous high-profile deals in the professional services sector, Clearsight is the clear leader and trusted advisor to many of the largest and most sophisticated players in the arena. We’ve advised on transactions involving Accenture, Deloitte, Ernst & Young, Huron Consulting, KPMG, and many others.

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SOFTWARE

Our team has a long-standing history of working with cutting-edge software companies. We have advised application software companies from various industry verticals such as Financial Services (FinTec h), Healthcare, Public Sector and Legal, just to name a few. Clearsight’s clients are leaders in their niches and represent both SaaS and Perpetual License models.

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DATA & ANALYTICS

As markets have matured with digital and data now front and center, multiple business segments have converged. Business models that both vend proprietary data as well as apply sophisticated analytics against structured and unstructured data sets continue to emerge and create a unique M&A dynamic that is rapidly flourishing in the Information Services markets.

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Financial advisory and pursuit strategy that achieves the best outcome.

Clients need to focus on running their business. So, they rely on us pursue their strategic vision without disrupting the day-to-day. Our expertise in targeted markets paired with a strong network of established relationships, mean we can achieve the most value for their business.
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M&A ADVISORY

Getting the most is more than just number-crunching financial valuations. It’s about weaving together a story, nurturing the right relationships, and making sure that our client’s unique competitive edge is crystal clear. That’s why sell side advisory is the core of what we do.  Additionally, our successful buy side engagements include working with many of the largest companies within our industry focus to execute their long-term M&A strategies.

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Capital Raising

Sometimes, addressing business challenges and opportunities requires an infusion of capital. Clearsight Advisors provides capital-raising and private placement services, addressing our clients’ varying growth and liquidity challenges. Our goal is to achieve maximum value and advise clients on the optimal capital structure to achieve their strategic objectives.

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Financial Advisory

When it comes to helping companies create strategies to optimize shareholder value, our truly independent operating model allows us to serve as a sounding board for companies contemplating going public or issuing additional stock. Our dedicated advisory focus and experience working with both public and private companies allow us to understand the valuation dynamics of the markets we serve.

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Strategic Growth

We have worked with every kind of partner group and understand the growth challenges of professional services businesses better than any traditional capital providers who can’t properly underwrite the professional services business model. Our  expertise and successful track record advising services businesses fill this massive gap in the market.

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See what our clients are saying.


  • “We sought the best in the business when it comes to advising consulting firms. We interviewed five firms and Joel and his team from Clearsight were the clear winners. Throughout the sale process, they were thoughtful and many times argued against their own best interests but in ours. That, to me, is the acid test. Furthermore, they collaborated with me to get things done that I could not do. I have the highest respect for Clearsight and would recommend them in a heartbeat.”

    Bill Achtmeyer
    Bill Achtmeyer
    Founder, Parthenon Group
  • “We were seeking a firm who understood our unique business model as well as the various market segments that LRA touched. In addition, we needed a firm that had relationships with the right strategic companies across the diverse and evolving customer experience space. We interviewed a number of bankers in a rigorous process before selecting Clearsight. At every step of the way, Clearsight delivered on their promise and provided an impeccable customer experience throughout the entire process.”

    Rob Rush
    Rob Rush
    Co-Founder, LRA Worldwide
  • “We were very pleased to work with Clearsight on this successful transaction. We selected Clearsight as our advisor because they knew the space well and had been active in presenting ideas to us over the past few years. We were pleased by their ability to manage multiple prospective buyers in an efficient and effective manner yielding the best results for this complex transaction. They were a key part of our team.”

    Henry Elkington
    Henry Elkington
    CEO, AXIO Group
  • “We talked to a number of potential advisors and chose Clearsight because of their market insight, deep experience in Professional Services M&A and their partnering approach. We felt like they would provide advice based on what was in our best interest not theirs. We are thrilled with the result and Clearsight exceeded our expectations at every turn. 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
    Rachel Marano
    Partner, Pivot Point Consulting
  • “We were fortunate to work with Clearsight Advisors as their professional services experience, their patience and their help throughout the comprehensive and methodical process allowed us to find the right partner and optimize the transaction.”

    Mark Speers
    Mark Speers
    Co-Founder, Health Advances
  • “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 in the professional services sector. As the process unfolded they proved to be a true business partner, adding significant value throughout the process. Not only did Clearsight conduct a comprehensive marketing and vetting process but as the transaction unfolded they provided sound, insightful coaching and counseling. The advice and guidance Clearsight provided played a significant role in the success of our transaction."

    Sam Spector
    Sam Spector
    CEO, Meteorix

News and insights on key industry movements.

Our partners and banking team, with decades of experience, delve into market trends, sector-specific events, and the evolving M&A and capital-raising landscapes.


Let’s keep in touch.

Whether your business is interested in financial advisory, growth capital, or M&A insights, Clearsight Advisors is here to help you take your firm to the next level. Please fill out our inquiry form with as much detail as possible and we’ll reach out to get the conversation started. Alternatively, give us a call at 703-672-3100. We look forward to speaking with you soon.

Project Inquiry

Please fill out our project inquiry form in as much detail as possible and we’ll reach out to get the conversation started. Alternatively, give us a call at 703-672-3100. Talk to you soon!