December 2, 2022

Clearsight Advises ADVI Health on an Investment by Sheridan Capital Partners

Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its industry-leading Healthcare & Life Sciences Consulting Practice. Clearsight served as the exclusive financial advisor to ADVI Health, LLC (“ADVI” or the “Company”) on a strategic investment by Sheridan Capital Partners (“Sheridan”).

ADVI is a Washington, D.C.-based strategy consulting firm serving Fortune 500 healthcare and life sciences companies across market access, commercialization, and policy. The Company’s real-time intelligence, unique datasets, and targeted advocacy are advancing innovation for cell and gene, vaccine, rare and ultra-rare diseases, and oncology therapies, digital therapeutics, AI advances, complex diagnostics, and MedTech. Sheridan is a Chicago-based private equity firm exclusively focused on partnering with companies in the healthcare sector. Together, Sheridan and ADVI aim to accelerate, strengthen, and extend ADVI’s position as an established market access, commercialization, and policy firm through the expansion of its solutions and product offerings.

Marc Samuels, Founder and CEO of ADVI, remarked on the transaction, “Clearsight’s deep industry relationships and track record of success advising healthcare and life sciences consultancies stood out amongst other investment banks. Their knowledge and guidance were instrumental in the efficiency of the deal process and success in finding a great fit with Sheridan.”

Joel Kallett, Clearsight Co-founder and Managing Director, commented, “The ADVI team has built a solid reputation as a highly impactful strategic consulting and policy analysis partner to some of the world’s leading healthcare and life sciences businesses. As demand for their service offerings and analytics continues to expand, it seems only natural the Company would seek an investor to enhance its capabilities. We’re thrilled to have helped ADVI identify the right partner in Sheridan to continue their growth trajectory and identify new solutions to bring to market for their clients.”

The Clearsight deal team included Joel Kallett, Greg Treger, Tory Steel, Austin Kuhn, Ashton Mann, and Emily Battle.