About ClearPoint
Director-level expertise with operator-led execution
The Story Behind ClearPoint
ClearPoint was founded to serve middle-market companies that need high-quality financial expertise but want a more focused, efficient alternative to traditional consulting models.
After years at firms like Alvarez & Marsal and Strategy&, our founder recognized that middle-market companies often need hands-on execution more than strategic frameworks. They need partners who can embed with their teams and deliver working processes, not just recommendations.
ClearPoint brings experienced professionals who have worked on both sides of the table—advising on transactions and executing within operating companies. This dual perspective allows us to deliver practical solutions that work in the real world.
That's what ClearPoint delivers: experienced financial leadership with hands-on execution, delivered efficiently with fixed fees and clear timelines. We focus on outcomes that matter to your business.
Background & Credentials
Advisory Experience
- • Alvarez & Marsal (A&M)
- • Strategy& (PwC Strategy)
- • PE value creation
- • M&A diligence
- • Operational transformation
Operational Experience
- • Finance function buildout
- • FP&A leadership
- • Exit preparation
- • Diligence response
- • Post-acquisition integration
Education
- • Harvard Kennedy School
- • Public Policy & Management
- • Financial strategy
- • Organizational leadership
Our Approach
Experienced Team, Focused Execution
When you work with ClearPoint, you work with experienced professionals who stay engaged throughout your project. We maintain continuity from scoping through delivery to ensure consistent quality and clear accountability.
Fixed Fees, Fast Timelines
We price projects with fixed fees and aggressive timelines because we're incentivized by outcomes, not billable hours. Most engagements are 60-90 days from start to finish.
Embedded Execution
We don't just advise—we embed with your team and execute. You get working processes, defensible models, and tangible results, not just PowerPoint decks.
Built for the Middle Market
We specialize in companies with $10M-$100M in revenue—the sweet spot where you need sophisticated financial expertise delivered efficiently. That's our focus, and we deliver measurable results.
Let's Talk About Your Challenge
Schedule a no-obligation call to discuss how we can help you navigate your most critical financial moments.
Schedule a Call