Clearsight Advisors, Inc.

Clearsight Advisors, Inc. Clearsight Advisors is an investment banking firm dedicated to providing world-class M&A and capital Clearsight Advisors, Inc.

Clearsight Advisors is an investment banking firm dedicated to providing world-class M&A and capital raising solutions exclusively to growth-oriented Business Services and Technology companies. Clearsight combines deep market insights across software, services and data, to help entrepreneurs, private equity owners and board of directors successfully advance their vision. is a wholly owned subsidia

ry of Regions Financial Corporation. No offerings of securities are made through this site; all securities are offered exclusively through RF M&A Services LLC, a registered broker-dealer and member of FINRA and SIPC. Testimonials may not be representative of all client experiences. Testimonials are not a guarantee of future performance or success. For more information visit www.clearsightadvisors.com.

Continuing our series, we’re highlighting Rishabh Mishra, Managing Director.From memorable moments like a warm and seaml...
06/22/2026

Continuing our series, we’re highlighting Rishabh Mishra, Managing Director.

From memorable moments like a warm and seamless onboarding experience during the holidays in our NYC office, to his work advising clients across Digital, Data/AI & Cloud services and transactions like Computomic’s strategic investment from Washington Harbour Partners, Rishabh has made a strong impact in a short time.

Thank you, Rishabh, for your leadership and contributions to the firm.

In observance of Juneteenth, we recognize a pivotal moment in American history and reaffirm our commitment to progress, ...
06/19/2026

In observance of Juneteenth, we recognize a pivotal moment in American history and reaffirm our commitment to progress, inclusion, and a more equitable future.

Continuing our series, we’re highlighting Jim McCabe, Managing Director.From moments like late nights with colleagues ar...
06/18/2026

Continuing our series, we’re highlighting Jim McCabe, Managing Director.

From moments like late nights with colleagues around the firepit at our 2021 offsite, to longstanding work with clients in cybersecurity and IT/government services and transactions like Ultimate Knowledge Institute’s investment from True Wind, Jim brings a perspective that has shaped both our team and our client relationships.

Thank you, Jim, for your leadership and the role you’ve played in our 15-year journey.

Next in our series is Philo Tran, Managing Director.From memorable moments like celebrating a deal closing with a client...
06/17/2026

Next in our series is Philo Tran, Managing Director.

From memorable moments like celebrating a deal closing with a client in Punta Mita, to longstanding work with clients across digital, data, and cloud services and transactions like Quinnox’s acquisition by Everforth (formerly ASGN), Philo brings a perspective that has shaped both our team and our client relationships.

Thank you, Philo, for your leadership and the role you’ve played in our 15-year journey.

🔔 Ring the Deal Bell! Clearsight is pleased to have advised Computomic, a Databricks Gold Partner, on a Strategic Growth...
06/15/2026

🔔 Ring the Deal Bell! Clearsight is pleased to have advised Computomic, a Databricks Gold Partner, on a Strategic Growth Investment from Washington Harbour Partners. Computomic is a pure-play Databricks consulting firm delivering data engineering, analytics, and AI solutions to enterprise clients.

Read more: https://clearsightadvisors.com/clearsight-advises-computomic-a-databricks-gold-partner-on-a-strategic-growth-investment-by-washington-harbour-partners/

Philo Tran, Rishabh Mishra, Claire Duchene, Lucian Broady, and Christian McClaine

Continuing our series, we’re highlighting John Rakowski, Managing Director.From standout moments like connecting one-on-...
06/12/2026

Continuing our series, we’re highlighting John Rakowski, Managing Director.

From standout moments like connecting one-on-one with a Notre Dame legend at our 2026 summit, to his longstanding work with clients across risk, regulatory, and specialty services and transactions like DAS Health’s recapitalization by Sheridan Capital Partners, John has played an important role in shaping both our team and our client relationships.

Thank you, John, for your leadership and contributions to our 15-year journey.

Next in our series is Greg Treger, Co-Founder and Managing Director.From memorable moments like a dueling pianos night o...
06/10/2026

Next in our series is Greg Treger, Co-Founder and Managing Director.

From memorable moments like a dueling pianos night on the Chesapeake, to longstanding work with clients in healthcare and life sciences services and transactions like Dedham Group’s acquisition by MMIT, Greg brings a perspective that has shaped both our team and our client relationships.

Thank you, Greg, for your leadership and the role you’ve played in our 15-year journey.

As Clearsight approaches its 15-year milestone, we’re kicking off a series highlighting the senior bankers who have help...
06/08/2026

As Clearsight approaches its 15-year milestone, we’re kicking off a series highlighting the senior bankers who have helped shape the firm along the way.

We’re starting with Joel Kallett, CEO, Co-Founder, and Managing Director. From introducing our office robot in 2014 helping keep remote teammates connected, to long-standing work with clients in professional services and transactions like StoneTurn’s acquisition by Province, Joel has brought the experience and partnership that define Clearsight.

Thank you, Joel, for your leadership and lasting contributions to the firm.

Clearsight Advisors will be attending DIA’s 2026 Global Annual Meeting in Philadelphia, June 15-18th.If you are attendin...
06/05/2026

Clearsight Advisors will be attending DIA’s 2026 Global Annual Meeting in Philadelphia, June 15-18th.

If you are attending, connect with John Rakowski, Tory Steel, or Austin Kuhn from our team, who are actively working in the space.

Ahead of the conference, explore our latest insights:https://clearsightadvisors.com/app/uploads/2026/04/Clearsight-Healthcare-and-Life-Sciences-Update-Q1-2026.pdf

Our Summer Analysts have arrived!We’re excited to have this talented group join the team and look forward to a summer of...
06/03/2026

Our Summer Analysts have arrived!

We’re excited to have this talented group join the team and look forward to a summer of growth, mentorship, and hands-on experience.

Address

1650 Tysons Boulevard, Ste 710
McLean, VA
22102

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+17036723100

Website

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