Veteran Investment Bankers Form One-Of-A-Kind Merchant Bank Focused on Convergence of Technology, Data and Services Companies

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Clearsight Advisors Opens in Northern Virginia’s Tech Corridor

Northern Virginia’s technology corridor welcomes a new, one-of-a-kind merchant bank providing M&A and capital raising solutions exclusively for high growth Business and Technology Services companies. Clearsight Advisors, founded by former and present colleagues – Joel Kallett and Greg Treger, along with Bhavin Patel and Beth Seidler – has opened its office headquarters in the heartbeat of Northern Virginia’s technology corridor in Tysons Corner.

Clearsight is the only merchant bank in the Washington, DC Metro area focused exclusively on the technology and services sectors. Led by Kallett and Treger, who have a combined track record of over $10 billion in M&A transactions, the Clearsight team has worked together collectively for nearly a decade.

“Most banks in the area are singularly focused on the Federal contracting space,” said Joel Kallett, Clearsight Managing Director. “The DC region is a dynamic business environment that is going through a transformation from a federal-centric community to one that is innovating across the global commercial landscape. This area is home to many pioneering high growth companies that are creating jobs and serving a litany of customers beyond the beltway, and these companies will benefit from a strategic financial advisor that understands their specific needs.”

Kallett is an entrepreneur at heart and is now bringing his experience and thought leadership to work at Clearsight. Prior to forming Clearsight, Kallett was Head of the Business Services Investment Banking Group at Houlihan Lokey. His extensive career includes leading the global financial technology practice at Deutsche Banc Alex. Brown and time as a Partner with Updata Capital.

Treger’s experience spans 15 years advising technology and professional services clients. He was previously with Updata Capital, where he and Kallett first met, and subsequently moved their team to Houlihan.

“We formed Clearsight with a few simple goals – work with top quality businesses and management teams, get involved early, provide high value-add, strategic and financial advice and participate in helping our clients realize their vision,” said Kallett.

In addition to a substantial track record of success advising clients serving the private sector, the Clearsight team has a unique history of advising hybrid companies that serve both the private and public sector with their technology-enabled solutions. “As the public sector has become more comfortable with procuring technology solutions on a commercial basis we have seen a growing number of solution providers serving both the private and public sectors. We believe providing a local team with global experience is critical to supporting this underserved community,” said Greg Treger, Clearsight’s Managing Director.

The Clearsight team has advised on over 100 M&A and capital raising transactions with many of the industry leaders locally, nationally and globally, including IBM, Accenture, Deloitte, The Carlyle Group, JMI Equity and Arlington Capital. Unlike other firms, Clearsight is less focused on size and more focused on the fundamental business characteristics of its clients and the underlying dynamic of the markets they serve.

Clearsight is already planning to expand the team by adding senior-level executives who share the vision of the company.

About Clearsight Advisors
Clearsight Advisors is an independent merchant banking firm dedicated to providing world-class M&A and capital raising solutions exclusively to growth-oriented Business and Technology services companies. Clearsight combines deep market insights across software, services and data with vertical expertise in financial technology, public sector technology and education technology. This market knowledge combined with superior strategic and financial advice allows Clearsight to act as a catalyst, enabling entrepreneurs, private equity owners and board of directors to successfully advance their vision. The Clearsight team has executed M&A transactions ranging in size from $20 million to over $2 billion. For more information, visit http://www.clearsightadvisors.com

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Joel Kallett
Clearsight Advisors, Inc.
703-672-3100
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