Insights

Growth Focused M&A Target technology, software and data driven growth companies seeking strategic advisory for acquisitions or capital raises, leveraging Clearsight’s exclusive focus on growth oriented business services and technology sectors.

Recognition Advantage Leverage Vault rankings that position Clearsight as a top investment banking firm, including best for women and strong culture, to differentiate in outreach to potential clients prioritizing diversity, culture, and reputable deal quality.

Strategic Advisory Wins Highlight recent exclusive sell-side and acquisition advisory engagements such as Intecrowd’s sale to UST Global and Stratis Group’s acquisition by Nexus Health to demonstrate execution capabilities and sector expertise.

Global Digital Edge Emphasize the Digital Data & Cloud practice expansion and new MD hiring to attract growth-stage software, cloud and data companies seeking strategic guidance on scale, integrations, and capital strategy.

Growth & Culture Fit Position Clearsight as a boutique with a broad reach, offering personalized service and signal that its advisory approach aligns with founder-led and private equity backed growth journeys, supported by strong industry visibility and client testimonials.

Similar companies to Clearsight Advisors

Clearsight Advisors Tech Stack

Clearsight Advisors uses 8 technology products and services including LinkedIn Ads, Sucuri, Salesforce, and more. Explore Clearsight Advisors's tech stack below.

Media & News

Clearsight Advisors's Email Address Formats

Clearsight Advisors uses at least 2 email formats:
Clearsight Advisors Email FormatsExamplePercentage
FLast@clearsightadvisors.comJDoe@clearsightadvisors.com
85%
Last@clearsightadvisors.comDoe@clearsightadvisors.com
15%

Frequently Asked Questions

What is Clearsight Advisors's phone number?

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You can contact Clearsight Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Clearsight Advisors's official website and social media links?

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Clearsight Advisors's official website is clearsightadvisors.com and has social profiles on LinkedIn.

How much revenue does Clearsight Advisors generate?

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As of October 2026, Clearsight Advisors's annual revenue is estimated to be $10M - $25M.

What is Clearsight Advisors's SIC code and NAICS code?

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Clearsight Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Clearsight Advisors have currently?

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As of October 2026, Clearsight Advisors has approximately 49 employees across 1 continents, including North America. Key team members include Vice President: P. L., Investment Banking Analyst: A. S. and Investment Banking Summer Analyst: S. K. Explore Clearsight Advisors's employee directory with LeadIQ.

What industry does Clearsight Advisors belong to?

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Clearsight Advisors operates in the Investment Banking industry.

What technology does Clearsight Advisors use?

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Clearsight Advisors's tech stack includes LinkedIn Ads, Sucuri, Salesforce, Adobe Experience Cloud, Hootsuite, Pardot, DocuSign and Adobe Creative Suite.

What is Clearsight Advisors's email format?

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Clearsight Advisors's email format typically follows the pattern of FLast@clearsightadvisors.com. Find more Clearsight Advisors email formats with LeadIQ.

When was Clearsight Advisors founded?

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Clearsight Advisors was founded in 2011.
Clearsight Advisors logo

Clearsight Advisors

Investment BankingVirginia, United States11-50 Employees

Clearsight Advisors is an investment banking firm that provides M&A and capital-raising solutions to growth-oriented Business Services and Technology companies. The firm is based in Tysons, Virginia, at 1650 Tysons Boulevard Suite 710, Tysons, VA 22102, United States. Clearsight Advisors, Inc. is a wholly owned subsidiary of Regions Financial Corporation, and its securities offerings are conducted exclusively through RF M&A Services LLC, a registered broker-dealer and member of FINRA and SIPC. The company lists a workforce of 51-200 employees. Recent activity includes acting as exclusive financial advisor to Intecrowd, LLC in its acquisition by UST Global Inc., and advising Stratis Group in its acquisition by Nexus Health, part of The Lockwood Group.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2011
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Clearsight Advisors's revenue is estimated to be in the range of $10M - $25M

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