January 11, 2024

2023 Year in Review

 

 

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. Cross-border and private equity transactions stole the show and led to the second-best revenue year in Clearsight’s history. To better address market trends and client demands, we expanded both our team and sector focus within the Knowledge Economy. With new team leaders Matt Brom driving our Government Services, Defense & Public Sector Technology Practice and Stephen Shankman spearheading our Information Services Practice, Clearsight is primed for continued growth in 2024.

Other milestones included our annual Knowledge Economy Summit, which brought together ~200 M&A leaders for a day of networking and learning, and the expansion of our New York City office to a new Park Avenue address.

Second only to our clients’ successes, I am proud of Clearsight’s strong culture. Our team is driven by a commitment to and respect for each other, our clients, and our community. In 2023, we continued our community volunteer initiatives with Junior Achievement Academy and Toys for Tots. Along with professional success, our team achieved remarkable personal achievements highlighted by engagements, marriages, family additions, and moves to new cities.

As we embark on 2024, our team will continue to turn to our core values – Integrity, Teamwork, Intellectual Curiosity, Client Service, People Focus, and Impact – to guide our way. Together we will rise to meet the moment, empower clients to achieve their goals, and further strengthen and grow the Clearsight team. We’re excited to establish new benchmarks in our pursuit of excellence. Happy New Year and best wishes for much success, health, and happiness in 2024 and beyond.

Best,

Joel Kallett

Clearsight Advisors CEO

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