Clearstead Overview

Financial ServicesCompany

Is Clearstead PE-backed?

Yes. Clearstead is owned by private equity investor Flexpoint Ford.

Was Clearstead formerly PE-backed?

Yes. Clearstead was formerly owned by 1 private investor.

Where is Clearstead headquartered?

Clearstead is headquartered in Cleveland, Ohio.

What sector is Clearstead in?

Clearstead is a financial services company.

When was Clearstead founded?

Clearstead was founded in 1989.

Clearstead

Clearstead LLC

1100 Superior Avennue E, Suite 700,
Cleveland, Ohio 44114
United States,
(216) 621-1090
www.clearstead.com

Clearstead is an operator of institutional and private wealth management firm that provides financial solutions, prominent endowments, foundations, hospitals, and other institutions with objective and high-quality investment advisory services. Clearstead was founded in 1989 and is based in Cleveland, Ohio.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.6/yr) # - - 1 1 1 - 3
Sell (0.0/yr) # - - - - - - 0
  3

Top M&A Advisors

Financial Deals
District Capital Partners
1

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