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Cover Image Joel Kallett
Joel KallettClearsight Advisors

Joel Kallett

Founder and Managing Director at Clearsight Advisors

Financial Advisor

Deal Bio

Total Deals10
Valued Deals0
Total Value-
Avg. Deal Size-

Market Context

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02 Oct 2020|United States|Diversified Financials
Cornerstone Advisors
Altamont Capital Partners

Target: CORNERSTONE ADVISORS INC

Bidder: ALTAMONT CAPITAL PARTNERS

10 Service Providers

3 Target | 7 Bidder

18 Dealmakers

8 Target | 10 Bidder

n/a

Value

17 Dec 2021|United States|Asset Managers and Custodians
Clearsight Advisors
Regions Financial Corp

Target: CLEARSIGHT ADVISORS

Bidder: REGIONS FINANCIAL CORP

5 Service Providers

2 Target | 3 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

06 Dec 2022|United States|Management Consulting
Crosscountry Consulting
Public Sector Pension Investment Board (psp Investments)

Target: CROSSCOUNTRY CONSULTING

Bidder: PUBLIC SECTOR PENSION INVESTMENT BOARD (PSP INVESTMENTS)

8 Service Providers

2 Target | 5 Bidder | 1 Vendor

14 Dealmakers

3 Target | 7 Bidder | 4 Vendor

n/a

Value

01 Dec 2022|United States|Management Consulting
Advi Health
Sheridan Capital Partners

Target: ADVI HEALTH

Bidder: SHERIDAN CAPITAL PARTNERS

8 Service Providers

4 Target | 4 Bidder

11 Dealmakers

8 Target | 3 Bidder

n/a

Value

11 May 2023|United States|Pharmaceuticals
Beghou Consulting
Varsity Healthcare Partners

Target: BEGHOU CONSULTING

Bidder: VARSITY HEALTHCARE PARTNERS

6 Service Providers

2 Target | 4 Bidder

21 Dealmakers

8 Target | 13 Bidder

n/a

Value

30 Aug 2023|United States|Software
Civix (critical Infrastructure Division)
MODAXO

Target: CIVIX (CRITICAL INFRASTRUCTURE DIVISION)

Bidder: MODAXO

4 Service Providers

2 Bidder | 2 Vendor

11 Dealmakers

4 Bidder | 7 Vendor

n/a

Value

29 Aug 2023|United States|IT Services: Other
Oncore Consulting
Gcom Software

Target: ONCORE CONSULTING

Bidder: GCOM SOFTWARE INC

6 Service Providers

2 Target | 4 Bidder

15 Dealmakers

8 Target | 7 Bidder

n/a

Value

13 Sep 2023|United States|Business Process Outsourcing
Cordia Partners
Cherry Bekaert

Target: CORDIA PARTNERS

Bidder: CHERRY BEKAERT

4 Service Providers

3 Target | 1 Bidder

9 Dealmakers

8 Target | 2 Bidder

n/a

Value

28 Nov 2023|United States|Digital Services
INCAPSULATE
Accenture

Target: INCAPSULATE

Bidder: ACCENTURE PLC

3 Service Providers

2 Target | 1 Bidder

8 Dealmakers

6 Target | 2 Bidder

n/a

Value

13 Sep 2023|United States|Management Consulting
Kx Advisors
Bgb Group

Target: KX ADVISORS

Bidder: BGB GROUP

7 Service Providers

3 Target | 4 Bidder

12 Dealmakers

8 Target | 4 Bidder

n/a

Value

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