July 12, 2021

A Letter from Clearsight Advisors’ CEO: Clearsight’s 10th Anniversary


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 Impact, remain core to our team and undoubtedly contribute to our success. We founded Clearsight in 2011 with my partners and friends, Greg Treger, Bhavin Patel, Beth Seidler and Gretchen Frary Seay. Our goal was to create a “different kind of investment bank” focused exclusively on high-end Professional Services and Tech-Enabled Services companies. By encouraging a culture of collaboration and a people-first mindset, we’ve gained our reputation as the go-to M&A advisor to the Knowledge Economy.

From high-end Management Consulting, to Digital Transformation, Cloud Enablement and Compliance & Risk Solutions, our team of industry experts has advised on over 80 transactions, amounting to over $10B in transaction value. We also have an unmatched track record of working with leading companies across multiple market segments including Accenture, Deloitte, Dentsu, EY, IBM, Samsung, Salesforce and Siemens. While 2020 was a tumultuous year to say the least, Clearsight successfully completed 19 transactions, added several new team members, opened a new office in New York City and donated to various food banks and other community organizations. We thank our lucky stars every day.

Our long-standing guiding principle is a commitment to making a significant impact on the professional services sectors we serve, the broader M&A community, our employees’ careers, our clients’ goals and our local communities. Looking to the future, we hope to continue growing Clearsight to serve a broader array of clients in the Business Services and Tech-Enabled Services markets. 2021 is shaping up to be a record year for Clearsight as our focus area is exceptionally active and continues to be the growth engine of employment in the U.S. and Europe.

We are humbled by the success and good fortune we have experienced over the last decade. As we embark on this next decade of growth for Clearsight, we know that our future achievements are a direct result of our team’s collective efforts coupled with the support of our families, friends and professional network. Thank you all for helping Clearsight reach this milestone and best wishes to each of you for a great future in 2021 and beyond.

Warmest regards,