Chapters of Clearsight: Chapter One | Taking the Leap

As Clearsight Advisors celebrates its 15th anniversary, we’re sharing the stories behind the firm’s evolution through Chapters of Clearsight, a four-part video series featuring co-founders Joel Kallett, Greg Treger, and Beth Seidler. Each chapter explores a defining stage in Clearsight’s journey; from the firm’s founding and early years to establishing its presence in the M&A market, expanding its capabilities and client relationships, and building a team culture that continues to shape the organization today. Together, the series offers a closer look at the vision, decisions, and guiding principles that have defined Clearsight over the past 15 years and continues to guide the firm forward.

Watch the first installment of Chapters of Clearsight, Taking the Leap, below.

Every firm has a starting point. For Clearsight, it began with a shared belief that the market was overlooking an emerging opportunity. Long before the term Knowledge Economy became widely recognized, the founders saw technology, data, analytics, and specialized professional services converging in new ways and believed those businesses deserved an advisor with deep sector expertise and a long-term perspective.

In the first chapter of the series, Joel, Greg, and Beth reflect on the decision to launch Clearsight, the challenges and uncertainty of building a new investment bank, and the conviction that shaped the firm’s earliest days. They discuss the vision behind creating a different kind of advisory firm—one built on specialization, intellectual curiosity, collaboration, and exceptional people—and how those principles remain central to Clearsight today.