CLEARSIGHT ADVISORS - Key Persons
Experience: Alex joined Clearsight in 2015 and has advised on over 25 M&A transactions in professional services and technology. Alex co-leads a focus on Digital, Data & Cloud where he works with clients aligned with next-generation technology themes in data, AI, software development, digital products, and cloud services. Prior to Clearsight, Alex was an M&A investment banker with Wells Fargo Securities and an economic consultant with Charles River Associates.
Education: MBA, University of Virginia-Darden School of Business; BS, Haverford College
Job Titles:
- Business Development & Marketing Analyst
Experience: Austin began his career as an Analyst at Clearsight in 2018 and has advised on over seventeen transactions across his career. After working as an Associate at J.P. Morgan, Austin returned to Clearsight in 2022. Austin supports clients spanning the Knowledge Economy, with a particular focus on healthcare and life sciences services.
Education: BS, University of Pennsylvania-Wharton School of Business
Job Titles:
- Co - Founder
- Director of Operations
Experience: Brendan joined Clearsight in 2012 and has since worked his way up to Director. He has advised on over 30 Clearsight transactions representing billions in enterprise value for his clients. Brendan focuses on themes across professional services, advising clients in PR and strategic communications, accounting, private equity services, and strategy consulting.
Education: BBA, George Washington University School of Business
Job Titles:
- Digital Marketing Analyst
Experience: Emily joined Clearsight in 2016 and has advised clients across transactions in professional services and tech-enabled services. Emily focuses on Clearsight's Digital, Data & Cloud practice, amongst other sectors, guiding entrepreneurs across digital agencies, software development, data engineering & AI, and cloud enablement. Emily has additional experience working for the Small Buyout Team at Siguler Guff & Company, a multi-strategy private equity firm.
Education: BS, University of Virginia, McIntire School of Commerce
Greg Treger - Founder, Managing Director
Job Titles:
- Co - Founder
- Managing Director
- Founding Partner at Clearsight
Experience: Greg is a founding partner at Clearsight and now co-leads the firm's healthcare & life sciences practice. Greg has successfully completed over 50 Clearsight transactions with clients across professional and tech-enabled services. Prior to Clearsight, Greg was a Senior Vice President at Houlihan Lokey and Updata Capital.
Education: MBA, Columbia Business School; BA Claremont McKenna College
Job Titles:
- Co - Founder
- Managing Director
Experience: Gretchen leads Clearsight's Dallas office and co-leads the firm's Digital, Data & Cloud practice, working with clients spanning the data, AI, software development, digital products, and cloud services landscapes. Having advised both the public and private sectors, Gretchen brings more than 20 years of transaction experience as a senior investment banker at Updata Capital, Agility Advisors, and Director at PwC.
Education: MBA, University of Chicago-Booth School of Business; BA, University of Washington
Experience: Jim joined Clearsight in 2017 and has advised on more than $1.5 billion in transaction value in over 20 years of investment banking, private equity, and corporate finance experience. Jim co-leads a focus on cybersecurity and risk solutions, working with MSP, MSSP, IAM, telecom, and IT services clients, amongst others.
Education: MBA, University of Chicago-Booth School of Business; BA, University of Virginia
Joel Kallett - Founder, Managing Director
Job Titles:
- Co - Founder
- Managing Director
Experience: Prior to co-founding Clearsight, Joel led the Business Services and Financial Technology Teams at Houlihan Lokey, Updata Capital, Deutsche Bank Alex.Brown, and Raymond James & Associates. During his tenure at those firms, Joel advised on over 100 Transactions, both M&A and Capital Raising, aggregating to over $13 Billion.
Education: MBA, University of Pennsylvania-Wharton School of Business; BS, University of Pennsylvania
Experience: John has advised on over 20 transactions since joining Clearsight in 2012. John leads the firm's compliance & risk practice, and advises clients in the business consulting, IT solutions, and cybersecurity sectors. Before Clearsight, John served as a Vice President at Carl Marks Advisory and Houlihan Lokey.
Education: MBA, Northwestern University-Kellogg Graduate School of Management; BS, University of Illinois
Experience: Justin joined Clearsight in 2014 and has advised on dozens of M&A transactions in the professional and IT services and tech-enabled / software industries. Justin currently leads Clearsight's Financial Sponsor Coverage Group where he works with private equity firms, venture capital firms, and family offices investing in the Knowledge Economy. Before Clearsight, Justin was an investment banker with Harris Williams & Co. working at their HQ in Richmond, VA.
Education: BBA, College of William and Mary
Matt Brom - Managing Director
Experience: Matt joined Clearsight in 2023 and has advised on over 25 transactions in government services and defense technology. Matt focuses on firms serving the government and DoD with next-generation capabilities, such as: intel, digital transformation, data analytics, AI, cyber, C5ISR, engineering services, software development, secure communications, and defense electronics. Prior to Clearsight, Matt most recently led Truist's Aerospace, Defense, and Government Services Investment Banking effort.
Education: MBA, Emory University-Goizueta Business School; BS, University of Florida
Experience: Philo has advised on dozens of professional services transactions across the globe since joining Clearsight in 2014. In co-leading Clearsight's Digital, Data & Cloud practice, Philo works with clients at the forefront of modern technologies including digital agencies, customer experience, software development, data engineering & AI, and cloud enablement services. Philo draws from his prior experiences at GEF Management, Updata Capital, and Wells Fargo Securities
Education: MBA, University of North Carolina-Chapel Hill; BBA, The College of William and Mary
Job Titles:
- Business Development Analyst, Financial Sponsors
Experience: Stephen joined Clearsight in 2023. Over his career, he has advised on billions of dollars of middle-market M&A, LBO, and capital raise transactions. Stephen leads the firm's Tech-enabled Information Services practice and has a history of successfully advising leading market research firms and digital media/marketing companies. Prior to Clearsight, Stephen held roles at JEGI, UBS and AllianceBernstein.
Education: MBA, New York University - Stern School of Business; BA, University of Michigan
Experience: Tory joined Clearsight in 2014 and has advised on over $6 billion in transaction value across dozens of transactions in professional services and tech-enabled services. Tory co-leads the firm's healthcare and life sciences focus, supporting clients who are innovating across technology, data, and professional services to better serve pharmaceutical companies, healthcare providers, and payers. Tory applies a broad range of experience advising businesses across the Knowledge Economy.
Education: BA, University of Pennsylvania