Capabilities.
A Full-Service Offering
With A Reimagined Approach.
At Clearpact, we provide end-to-end investment banking advisory services, all delivered with our reimagined, centered team approach.

To best execute on that approach, we emphasize the uniqueness of each business, and by extension each process.

Investment banks tout their “playbook to success”, but we know that no two businesses, processes, or transactions are ever the same. We believe adhering to a “playbook” adheres to adequacy. Our differentiated approach involves investing the time to artfully tailor each process to exceed managements objectives and long-term goals.

The result? Truly exceptional outcomes
Rethinking M&A.
Our Process Explained.
We Operate Differently Than Traditional Advisors, By Design.
We understand that the most efficient and optimal path to get from Point A to Point B isn’t always a straight line. Every company’s journey is unique and has a different path to success.

We go deeper, taking the time to craft an optimal strategy that not only builds momentum, but propels our clients towards achieving a premium result.
We Remove Human Latency, Execution Risk.
Almost always, traditional advisors structure deal teams with a hierarchical approach that too often creates a disconnect between execution, delivery, and information flow.

Even in the best conditions, transactions have many moving parts and require flawless collaboration and execution. The incumbent model produces information silos, inefficiency and misalignment within the deal team which can lead to them “dropping the ball” and ultimately, value degradation.

Despite the promise of “senior-level attention” during every step of the journey, the reality is that some of those most critical aspects of the process, such as data analysis, buyer curation, and narrative creation, fall to the bottom of the hierarchy.
We Deploy a Partner-Led, Centered Approach.
Every aspect of the transaction is executed at the partner level, intentionally.

With partners at the center of each touchpoint, this approach eliminates gaps caused by miscommunication, thereby fostering an environment of full visibility, enhanced efficiencies, and unencumbered cohesion.

Senior attention shouldn’t have to be promised, but rather an embedded guarantee.

With absolute alignment, we maintain an unmatched lens for finding and extracting value across every touchpoint of a process, providing clarity and trust every step of the way.

That's our clear pact.
Our Inspiration
Figure 02.
The Brachistochrone:
Proof the most efficient way from A to B is not always a straight line under real circumstances.
Full Stack Offering.
Tailored to Tech Companies.
01.
Mergers & Acquisitions
Abstract
We handle the intricacies of M&A, freeing you to concentrate on your core business.
Sellside
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Using our unique approach, we help prepare and position our clients to recognize transformative transactions that best meet their specific goals and long-term objectives.
Buyside
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We partner with leading strategic and financial sponsors to customize acquisition strategies, identify and evaluate potential target companies aligned to their objectives.
Divestiture
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We help our clients assess the viability of a divestiture and how to best position the asset within the market.
02.
Capital Raises & Financing
Abstract
We assist clients in securing capital for various needs, including growth, refinancing, and founder liquidity. Whether for minority or majority stakes, our menu of strategic alternatives facilitates diverse capital requirements.
Growth Equity
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Serving as a bridge between venture capital and mature private equity stages, we help established companies secure capital for scaling operations, entering new markets, making strategic acquisitions, or other management initiatives and exploring the right capital structures aligned with their growth stage.
Recapitalizations
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Whether you are seeking a minority or majority recapitalization, or simply seeking a liquidity event, we collaborate closely with management to tailor the optimal path towards success.
03.
Strategic Advisory
Abstract
To help navigate the complexities of any growth journey, we provide personalized guidance, unbiased feedback, and a holistic client experience to serve their unique needs.
Transaction Preparation
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Whether your goal is to raise capital, take chips off the table, or recognize a full exit, the path to a successful outcome begins long before the transaction.

We focus on fostering long-term relationships with founders and preparing them, so they are well-positioned to capitalize when the timing is right.
Market Analysis
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Deeply immersed in our core focus areas, we offer invaluable insights to leaders encompassing cutting edge market intelligence such as market tailwinds, acquirer dynamics, competitive landscapes, and comprehensive strategic assessments to drive decision making.
Valuation Analysis
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We assess the value of your company, business unit or asset for your key stakeholders. This includes deep market research and in-depth financial analysis.
Board Advisory
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Leveraging our deep domain expertise, we collaborate with C-Suite and Board executives to deliver expert guidance, market intelligence, and proprietary knowledge to help drive actionable insights that inform strategic decision-making.
04.
Principal Investing
Abstract
We seek to strategically invest in early-stage technology companies, making tactical, non-control investments alongside institutional and private investors.

Our goal is to invest in companies where our expertise can lead to significant value creation throughout a business' critical growth stage and into the future.
Contact Us
Let’s talk about how we can help you recognize your strategic vision.

Whether you are ready to embark on a process or just interested in learning more, we’d love to connect.
We’re in a relationship business and happy to learn more about one another.