Stephen Shankman

Managing Director

Experience: Stephen joined Clearsight in 2023. Over his career, he has advised on billions of dollars of middle-market M&A, LBO, and capital raise transactions. Stephen leads the firm’s Tech-enabled Information Services practice and has a history of successfully advising leading market research firms and digital media/marketing companies. Prior to Clearsight, Stephen held roles at JEGI, UBS and AllianceBernstein.

Education: MBA, New York University – Stern School of Business; BA, University of Michigan

First Job: Waiter at Italian restaurant

Hidden Talent: Greenthumb

What Moves Me: It is highly rewarding and an honor to partner with founders, entrepreneurs, executives, and investors to help them achieve their transaction goals and objectives. Every company we work with is unique in its own way. It is exciting to learn about different businesses at a granular level, which allows us to proactively position companies for maximum success in the market. Clearsight’s relentless client commitment and highly collaborative culture, combined with mutual respect and integrity, are embedded in our DNA.