Clearsight Advises Pointe Advisory in its Acquisition by Stout

Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce a successful transaction in its Professional Services and Private Equity Services practice. Clearsight served as the exclusive financial advisor to Pointe Advisory, Inc. (the “Company” or “Pointe”) in its acquisition by Stout Risius Ross, LLC (“Stout”), a portfolio company of Integrum Holdings LP (“Integrum”).

Pointe Advisory is an evidence-based strategic advisory firm recognized for its ability to translate complex market information into clear, actionable insights. The Arlington, VA – based Company supports Fortune 500 corporations, private equity sponsors, and middle-market businesses across the industrials, healthcare, and professional services sectors. Pointe delivers research-driven commercial due diligence, growth strategy, competitive intelligence, and market intelligence, supported by a proprietary fact base and a methodology grounded in analytical rigor.

Stout is a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations. Through this transaction, Pointe’s strategy and commercial advisory capabilities join Stout’s broader platform, establishing a dedicated strategy practice that enhances the firm’s value creation offerings. The combination brings together Pointe’s domain expertise and evidence-driven approach with Stout’s financial, operational, and transaction advisory capabilities. The partnership expands the suite of services available to clients, supporting decision-making across the full investment and value creation lifecycle.

Stuart Ferguson, Managing Partner at Pointe Advisory, commented on the transaction, “Partnering with Clearsight made a meaningful difference in our process. We selected Clearsight for their deep industry expertise and experience. During the process their team provided steady guidance, strong market and strategic buyer insight, and a deep appreciation for the value we’ve built. Clearsight was an advocate for us from start to finish, and we are excited for this next chapter for Pointe.”

“Pointe Advisory has established a reputation as a leader in the high-end Professional Services market – known for delivering high-impact strategic and commercial insights to some of the most sophisticated buyers in that space. It was a privilege to support their team on this important milestone, as this transaction positions Pointe to accelerate innovation and help shape the future of their rapidly evolving market,” remarked Joel Kallett, Clearsight Managing Director.

Clearsight Managing Director, Brendan Curran expanded, “This achievement speaks to Pointe’s influence in redefining how investors approach diligence, value creation, and strategic decision-making. Their commitment to precision and actionable insight continues to raise the bar.”

The Clearsight deal team included Joel Kallett, Brendan Curran, Emily Shepherd, Grace Bryant, and Christian McClaine.