Clearsight Advisors’ annual Knowledge Economy Summit once again gathered over 200 C-Suite level decision-makers, private equity (PE) leaders, and strategic partners in Dallas, Texas for a day of networking and knowledge sharing. The event kicked off with a panel discussion moderated by Walt Breakell, Executive Vice President at Marwood Group, and was composed of distinguished … Continued
Clearsight Advisors, Inc. served as the exclusive strategic advisor to Reference Point, LLC in its pending acquisition by Resources Connection, Inc. dba Resources Global Professionals (RGP) (NASDAQ: RGP). Read more about the transaction here.
2023 included notable M&A activity in the Healthcare & Life Sciences Services market, propelled by ongoing scientific and technological advancement and regulatory changes, and strong interest from private equity investors. Key segments attracting market demand included medical communications, commercialization consulting, regulatory affairs, outsourced drug development services, revenue cycle management, EHR and clinical workflow consulting, and … Continued
Clearsight is thrilled to highlight the growth and success of our firm through a key team addition and promotions. First, we are delighted to welcome Rishabh Mishra as Managing Director. Joining Clearsight’s New York City office, Rishabh brings a remarkable background from years working in the Knowledge Economy. Rishabh most recently led Apexon’s corporate development … Continued
2023 highlighted Clearsight’s collective resilience, adaptability, and dedication to achieving a memorable year for our clients and our firm. We navigated a dynamic M&A landscape and a challenging economic climate to help our clients achieve their goals, culminating in 18 completed transactions and an aggregate value of over $2 billion. Cross-border and private … Continued
Clearsight Advisors, Inc. (“Clearsight”) is pleased to share another successful transaction in its Strategic Business Consulting practice. Clearsight served as the exclusive advisor to Insigniam, LLC (“Insigniam” or the “Company”) in its acquisition by Elixirr Consulting, Ltd. dba Elixirr Partners, LLP (“Elixirr”) (LON: ELIX). Insigniam is a leading global consulting firm working with clients to … Continued
We are thrilled to announce Gretchen Frary Seay, Clearsight Co-Founder and Managing Director, has been named to D CEO’s 2024 Edition of the Dallas 500 for the fourth consecutive year. This incredible achievement underscores Gretchen’s commitment to excellence and her powerful presence in the Dallas business community. The Dallas 500 celebrates the most powerful and … Continued
Clearsight Advisors, Inc. (“Clearsight”) is proud to announce a successful transaction in its Strategic Business Consulting and Human Capital Management practices. Clearsight served as the exclusive advisor to PeopleResults, LLC (“PeopleResults” or the “Company”) in its acquisition by IRI Consultants, LLC (“IRI”), a portfolio company of Clearview Capital, L.P. (“Clearview Capital”). PeopleResults offers innovative solutions … Continued
Clearsight Advisors, Inc. (“Clearsight”) is proud to announce a successful transaction in its leading Professional Services practice. Clearsight served as the exclusive advisor to Phoenix Management Services® and Phoenix IB® (Phoenix) (“Phoenix” or the “Company”) in its acquisition by J.S. Held, LLC (“J.S. Held”), a portfolio company of Kelso and Co., L.P. (“Kelso”). Phoenix provides … Continued
Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another transaction in its leading Public Sector Technology practice. Clearsight served as the exclusive advisor to Civix, Inc. (“Civix”), a portfolio company of Hammond, Kennedy, Whitney and Co., Inc. (“HKW”), on the divestiture of its Critical Infrastructure Division (“Civix CI” or the “Company”) to Modaxo, Inc. (“Modaxo”), … Continued
Strategic acquirers and private equity firms alike are finding ways to add value through M&A despite an uneasy macroeconomic environment. Clearsight’s Justin Loeb discusses current market activity with ACG‘s Middle Market Executive magazine. Read the full feature, part of the Summer 2023 edition. Justin Loeb Director, Clearsight Advisors Washington, DC jloeb@clearsightadvisors.com … Continued
Clearsight Advisors hosted its annual Knowledge Economy Summit last month, gathering hundreds of entrepreneurs, investors, and strategic partners in Dallas for a day of networking and insights. The event featured private, one-on-one meetings between attendees and a panel discussion about key dynamics for the Knowledge Economy workforce in 2023 and beyond. Kate Duchene, CEO … Continued
The Federal Trade Commission (FTC) recently proposed a series of sweeping changes to current non-compete law that would effectively ban these agreements between employees and employers under most circumstances. If implemented in its current form, the rule would substantially change how employers and acquirers utilize restrictive covenants, with potential impacts across compensation structures, M&A dynamics, … Continued
Clearsight Advisors, Inc. (“Clearsight”) is pleased to share another successful transaction in its Healthcare and Life Sciences Practice. Clearsight served as exclusive financial advisor to Bionest Partners, Inc. (“Bionest” or the “Company”) in its acquisition by Accenture (NYSE: ACN). Bionest is an industry-leading life sciences consulting firm focused on commercialization, go-to-market strategy, and launch execution … Continued
The Association for Corporate Growth’s (ACG) Middle Market DealMaker Magazine named Clearsight’s Justin Loeb, Director and Sponsor Coverage Lead, as an Investment Banker to Watch in their Winter 2023 issue titled M&A Business Development Professionals to Watch. Justin joined Clearsight in 2014 and founded the firm’s sponsor coverage practice in 2020. In the years since, … Continued
2022 marked 11 years in business and numerous milestones for Clearsight. Our team achieved another record year in deal values, second only to the robust anomaly of 2021. Through geopolitical and macroeconomic shifts, our team continued to provide insights and advice to our clients across the professional and tech-enabled services landscapes that comprise … Continued
Clearsight served as the exclusive financial advisor to Interlock Equity in its recapitalization of Investor Group Services (IGS), a Boston-based consulting firm serving the private equity industry. The Clearsight deal team included Greg Treger, Brendan Curran, Jake Lipman, and Austin Stengle.
Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the completion of another high-growth, industry-leading outsourced services transaction. Clearsight served as the exclusive financial advisor to Avesi Partners (“Avesi”) on its investment in memoryBlue, LLC (“memoryBlue” or the “Company”). Based in Stamford, CT with an office in Richmond, VA, Avesi is a private equity firm that … Continued
Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Life Sciences Consulting practice. Clearsight served as the exclusive financial advisor to Triangle Insights Group, LLC (“Triangle” or the “Company”) in its acquisition by TrialCard, Inc. (“TrialCard”), a portfolio company of Odyssey Investment Partners, LLC (“Odyssey”). This transaction reaffirms Clearsight as a … Continued
Business leaders are familiar with a fair number of acronyms: EBITDA, CAGR, BCM, CSR, GRC. Yet, one acronym is becoming increasingly important in the alphabet soup of a decision maker’s day-to-day: ESG. At its core, Environmental, Social and Governance is an evolving framework for stakeholders to assess, implement, measure and report how a company operates … Continued
ACG’s Middle Market Growth Magazine caught up with Clearsight’s Justin Loeb to expand upon The Wild West of Knowledge Economy M&A, found in the Fall 2021 issue of ACG’s Middle Market Dealmaker. View Justin’s video discussion of key Knowledge Economy subsectors here .
Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Strategic Consulting, Data & Analytics and Business Advisory practice. Clearsight served as the exclusive advisor to Stax Inc. (“Stax” or the “Company”) in its recapitalization by Blue Point Capital Partners (“Blue Point”). This marks Clearsight’s 11th strategy consulting transaction in the last … Continued
Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its leading Strategy Consulting practice. Clearsight served as the exclusive advisor to CMA Strategy Consulting (“CMA” or the “Company”) in its acquisition by EY-Parthenon, a business of Ernst & Young LLP (“EY”). This transaction reinforces Clearsight’s position as a premier advisor to consulting … Continued
We are excited to announce the 10th anniversary of Clearsight Advisors, a milestone that highlights our dedication to providing high-impact financial advisory services to our clients. As we reflect on the past decade, we think back on how Clearsight and the world have evolved. Our values: Integrity Above All, Teamwork/People Focus, Intellectual Curiosity and … Continued
Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its Life Sciences Consulting and Compliance Practices. Clearsight served as exclusive advisor to Process Stream (or “The Company”) in the acquisition of its assets by Sikich, LLP (“Sikich”). This transaction emphasizes Clearsight’s role as a preeminent advisor to the consulting and compliance sectors. … Continued
Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the successful completion of the sale of Pace Harmon, LLC (“Pace Harmon” or “the Company”), a leading management consulting firm focused on IT and business services transformation and outsourcing advisory. Clearsight served as the exclusive financial advisor to Pace Harmon in its acquisition by West Monroe Partners, … Continued
For stakeholders planning to execute a transaction in the near term, changes to the long-term capital gains tax should be taken into consideration as one of many factors when determining the best time to go to market. In our latest primer, we break down the impacts of an illustrative increase in the capital gains tax … Continued
There are several factors contributing to today’s unique and unexpectedly active M&A climate. Increasing competition driving high valuations, record levels of dry powder, and low interest rates were all discussed in detail in our previous blog. Additional emerging considerations, including U.S. population trends, the percentage of business owners by generation, COVID-19, and potential near-term changes … Continued
During times of crisis, ingenuity can make the difference between weathering the storm and succumbing to the storm. This is especially true of the high-end professional services industry that relies heavily on face-to-face contact to conduct projects, audits, oversight, and assessments, among other functions. While some regulation has been levied to assist professional services during … Continued
Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce another successful transaction in its market-leading Professional Services Practice. Clearsight served as the exclusive strategic and financial advisor to First Annapolis Consulting, Inc. (“First Annapolis”) in its acquisition by Accenture (NYSE: ACN). This transaction further emphasizes Clearsight’s position as the leader in advising high-end consulting firms.
As we described in a recent article, the consulting M&A market was highly active in 2016, with diverse buyers pursuing rapidly growing firms with domain expertise in “hot” horizontals and verticals such as Cloud Services, Healthcare, and Digital Transformation. We expect an active consulting M&A market to continue in 2017. For consultancies evaluating a potential … Continued
With 2016 in very recent memory, the world is still quaking from the effects of countless events: Brexit, the US election, and rising concerns about global international relations, to name a few. Where there is uncertainty, providers of research, data, and insights typically thrive. Gartner’s acquisition comes at a time when enterprises need help navigating … Continued
Clearsight Advisors, Inc. (“Clearsight”) is pleased to announce the completion of another highly successful transaction in the business consulting and professional services industry. Clearsight served as the exclusive strategic and financial advisor to ARRYVE LLC in its acquisition by Grant Thornton, LLP. This transaction deepens Clearsight’s position as the leader in advising high-end consulting firms.
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.
