December 15, 2022

Clearsight Advises Treacy & Company in its Acquisition by Cherry Bekaert

Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Strategy Consulting Practice. Clearsight served as the exclusive financial advisor to Treacy & Company, LLC (“T&Co” or the “Company”) in its acquisition by Cherry Bekaert, LLP (“Cherry Bekaert”), a portfolio company of Parthenon Capital.

T&Co is a Chicago- and Boston-based boutique management consulting firm providing end-to-end growth strategy and innovation services. For the past 16 years, the Company’s team of highly skilled consultants have guided clients across a variety of industries through strategy, innovation, and execution cycles to help companies grow faster, steadier, and more profitably. The acquisition of T&Co will bolster Cherry Bekaert’s end-to-end advisory offerings to create more efficient and effective business models and processes for clients, with a focus on middle market clients. Cherry Bekaert will also expand their geographic presence to Boston and Chicago through this acquisition, enabling them to better serve clients in those markets.

Josh Coleman, Managing Partner at T&Co, remarked, “Having advised clients on their growth journeys for many years, my partners and I had a strong viewpoint of the type of advisor we were seeking for our own firm’s next phase of growth. We found that Clearsight embodied what we were looking for, given the firm’s integrity, deep experience in the professional services space, high-caliber relationships, and stellar reputation of achieving successful outcomes for clients. Their determination, diligence, and dedication to maximizing our strategic and cultural interests, led us to Cherry Bekaert, where we see great opportunities to grow together.  We’re excited to embark on this next chapter for T&Co.”

Greg Treger, Co-founder and Managing Director at Clearsight, praised the transaction, “As a leading authority on growth strategy for many years, T&Co has built a fantastic business helping clients create and sustain competitive advantages. Cherry Bekaert is a great fit to help T&Co continue their growth trajectory, and we’re thrilled to see the what the future holds for this partnership.”

The Clearsight deal team included Greg Treger, Sonya Lu, Thomas Foreman, Claire Duchene, and Emily Battle.