The Operator Difference
Why experience on both sides of the table changes everything
Two Different Approaches
Traditional consulting focuses on analysis and recommendations. The operator approach focuses on execution and results. Both have their place—but when you need hands-on implementation during critical moments, operational experience makes all the difference.
Focus on analysis and strategic recommendations delivered in presentation format
Deep expertise in frameworks and methodologies from academic and consulting backgrounds
Hourly or time-based billing models with extended engagement timelines
The Operator Approach
Operators have been in the seat. We've built finance functions, navigated diligence, closed deals, and delivered results under pressure. We don't just know what should be done—we know how to actually do it.
We embed with your team and deliver working processes, not just recommendations.
We've lived the problems we solve. We know what works because we've done it ourselves.
Fixed fees and fast timelines. We succeed when you get results, not when we bill more hours.
What Makes an Operator?
Operators have held P&L responsibility, managed teams, and delivered results under pressure. They've felt the weight of quarterly targets, board expectations, and the consequences of their own decisions.
The best operators have worked in both advisory (A&M, Big 4) and operational roles. They understand what buyers look for in diligence because they've been the buyer. They know how to build scalable processes because they've had to live with them.
Operators work on fixed fees with clear deliverables and tight timelines. They're incentivized to deliver results quickly and move on, not to extend engagements. Speed and outcomes matter more than billable hours.
Operators don't hand you a deck and walk away. They roll up their sleeves, embed with your team, and build the processes, models, and systems you need. They leave behind working infrastructure, not just ideas.
Why ClearPoint is Different
ClearPoint's team brings experience from leading advisory firms including Alvarez & Marsal and Strategy&, combined with hands-on operational experience building and scaling finance functions in middle-market companies.
Our team has worked on both sides of the table: advising PE firms on portfolio value creation and embedding with management teams to execute. We've led diligence engagements, built exit-ready finance functions, and delivered first-100-day value plans for new acquisitions.
ClearPoint was founded on a simple belief: middle-market companies deserve high-quality financial expertise delivered with speed and focus, without unnecessary overhead or extended timelines.
Ready to Work with an Operator?
Schedule a call to discuss how operator-led advisory can deliver results in weeks, not months.
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