Clearsight Advisors
Overview
Clearsight Advisors is an investment banking firm dedicated to providing M&A and capital raising solutions exclusively to growth-oriented business services and technology companies. The firm offers a range of services, including sell-side and buy-side advisory, capital raising, financial advisory, and consulting, with a focus on the convergence of professional services, software, and data & analytics businesses. Clearsight Advisors is a wholly owned subsidiary of Regions Financial Corporation, a leading financial services firm in the U.S. and part of the S&P 500. Founded in 2011, Clearsight Advisors is headquartered in McLean, Virginia, with an additional office in New York City. The firm employs approximately 45 people and is led by Co-Founder and Managing Director Joel Kallett. Before co-founding Clearsight, Kallett worked for Houlihan Lokey, Updata Capital, Deutsche Bank Alex.Brown, and Raymond James & Associates. He received his MBA from The Wharton School of Business and his BS from the University of Pennsylvania. Clearsight Advisors has completed over 50 successful transactions with leading private equity firms and strategic corporations, including Accenture, Deloitte, EY, Huron, IBM, KPMG, Salesforce, Samsung, and UDG, among others. The firm's unique insights on how best to position businesses to raise capital and execute strategic M&A are critical components of their clients' future success in dynamic markets.
Investment Focus
- Growth-oriented companies in business services and technology sectors
Portfolio Companies
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Frequently asked questions about Clearsight Advisors
What sectors does Clearsight Advisors invest in?
Clearsight Advisors invests in Technology, Software, Business Services, Data & Analytics and Professional Services, and is based in Mclean, Virginia, United States. Clearsight Advisors is listed as a private investment firm in the ConnectSafely investor database.
What stage does Clearsight Advisors invest at?
Clearsight Advisors backs companies at Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 20M - 2B.
Which regions does Clearsight Advisors invest in?
Clearsight Advisors invests across United States.
Who are the partners at Clearsight Advisors?
Team members listed for Clearsight Advisors include Beth Seidler (Co-Founder and Director of Operations) and Jonathan Holland (Vice President).
What companies has Clearsight Advisors invested in?
Clearsight Advisors's portfolio includes Samsung, Salesforce, IBM, Deloitte, KPMG, Accenture, EY and UDG.
How do I contact Clearsight Advisors?
Clearsight Advisors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
