Clearsight Advisors Enhances Senior Team to Position for Continued Growth

Growth focused business and technology services investment bank, Clearsight Advisors, is pleased to announce the expansion and escalation of the firm with two pivotal personnel changes that put an exclamation point on the record year the firm celebrated in 2013.

Clearsight has promoted Bhavin Patel to Director. Mr. Patel, a key member of the founding team at Clearsight, has been instrumental to the firm’s early and continued success. Greg Treger, Co-Founder and Managing Director of Clearsight says, “There isn’t any area of our firm that is not directly impacted by Bhavin.  His commitment to furthering the interests of our clients and our firm is why he is one of the cornerstones of Clearsight.” Mr. Patel was a key deal team member and helped originate and execute four of the firm’s transactions last year.

In addition to the promotion of Bhavin Patel, the firm has also added Philo Tran as a Director. Mr. Tran is an experienced investment banker and most recently was a private equity investor with Global Environment Fund (GEF), where he was a member of the investment team responsible for managing GEF’s North American Growth Fund, which acquires minority and majority positions in growing energy and environmental technology and services businesses.  Prior to GEF, Mr. Tran was at Updata Capital with Clearsight Co-Founders, Joel Kallett, Greg Treger and Gretchen Guandolo. “We are very excited to be working with Philo again,” explained Joel Kallett, Co-Founder and Managing Director of Clearsight. “Philo has the skill set and client-first focus that will undoubtedly make him a key asset for both our clients and Clearsight as we continue to expand and grow both our transaction volume and breadth of services.”

These two announcements, coupled with additional personnel investments made by Clearsight, have positioned the firm for continued growth in 2014. The firm, which is just two years old, has built a solid reputation as a leader in the Business and Technology Services M&A market with critical mass and success in two key unique practices: Professional Services & Public Sector Technology.