Insights

Growth sector focus Clearsight Advisors specializes in M&A and capital raising for growth-oriented Business Services and Technology companies, signaling opportunities to pitch services to ambitious fast-growing firms seeking strategic exits, funding, or acquisitions.

Strong industry positioning Recent Vault rankings position Clearsight as a top boutique among investment banks with specific strengths in women leadership and culture, which can be leveraged to target female-led portfolio companies and firms prioritizing inclusive cultures.

Proven deal activity Recent closings include advising Intecrowd on its sale to UST Global and Stratis Group on its acquisition by Nexus Health, indicating robust deal flow and a track record to approach similar growth-stage tech-enabled services companies.

Strategic events Participation in the Knowledge Economy Summit demonstrates access to a network of founders, PE investors, and corporate development executives, enabling warm introductions to potential clients and co-sell opportunities.

Growth financing readiness Revenue in the multi–million range and ownership by Regions Financial Corporation suggest established financial backing and credibility, making Clearsight a compelling partner for growth rounds, SPAC relationships, or strategic capital raises for scalable tech and services firms.

Clearsight Advisors Tech Stack

Clearsight Advisors uses 8 technology products and services including Canva, Proofpoint Email Protection, Pitchbook, and more. Explore Clearsight Advisors's tech stack below.

  • Canva
    Audio, Video, Graphics
  • Proofpoint Email Protection
    Email Security
  • Pitchbook
    Intelligence And Analytics
  • jQuery Migrate
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • Box
    Team Collaboration
  • Nginx
    Web Servers
  • Sitelinks Search Box
    Web Tools And Plugins

Media & News

Clearsight Advisors's Email Address Formats

Clearsight Advisors uses at least 1 format(s):
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 July 2026, Clearsight Advisors's annual revenue is estimated to be $10M - $25M.

What is Clearsight Advisors's NAICS code?

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Clearsight Advisors's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Clearsight Advisors have currently?

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As of July 2026, Clearsight Advisors has approximately 52 employees across 1 continents, including North America. Key team members include Vice President: P. L.Investment Banking Analyst: A. S.Incoming 2026 Investment Banking Analyst: S. E.. 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 CanvaProofpoint Email ProtectionPitchbookjQuery MigrateCloudflare Bot ManagementBoxNginxSitelinks Search Box.

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 States51-200 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
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2011
Employees
51-200

Section iconFunding & Financials

  • $10M - $25M

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

Section iconFunding & Financials

  • $10M - $25M

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

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