November 29, 2012
Co-Founder, CEO and Managing Director
Clearsight Advisors Inc.
Joel Kallett is co-founder, CEO and managing director of Clearsight Advisors Inc., a merchant bank committed to growth companies in the business services and technology markets. Clearsight's mission is to provide unparalleled service with relentless focus and high-impact advice to its clients.
Before founding Clearsight, Kallett was managing director in Houlihan Lokey's Washington, D.C., office, where he was responsible for leading the firm's business services investment banking group. Kallett was also a partner at Updata Capital, a boutique technology investment bank. Previously, he led the global financial technology practice in the technology group at Deutsche Banc Alex. Brown. He had also formed a similar financial technology team at Raymond James & Associates, where he was a managing director in its investment banking group. During his career, Kallett has advised on transactions involving some of the world's leading companies including; Accenture, Ameritrade, Deloitte, EMC, IBM, Sungard and many others. In addition, Kallett has completed transactions with leading private equity companies including; Apax Partners, Arlington Capital, Bain Capital, The Carlyle Group, JMI Equity, Silver Lake and TA Associates to name a few.
Kallett co-founded and served as the CFO of Virtual Shopping Inc. (dba Zibex), a technology company that provides alternative retail delivery systems to the financial services community. Before that, he was employed by Merrill Lynch Capital Markets in San Francisco.
In June 2009, Kallett received the Community Service Award at the annual NVTC CFO Awards for his work and role as chairman of the Greater Washington Area Advisory Board for Childhelp, a leading national nonprofit organization dedicated to helping victims of child abuse and neglect.
Kallett received his B.S. in economics at the University of Pennsylvania and his MBA from the Wharton School of the University of Pennsylvania. He has been quoted in various financial publications, including The Wall Street Journal and Barron's
Sever Totia is responsible for leading Edison's investments in companies primarily located in the mid-Atlantic area. He co-leads investment strategy in Enterprise 2.0 segments including mobility, systems management, information services and on-demand applications. He also focuses on education technology and services investments in K-12, higher education and corporate sectors.
Prior to joining Edison, Totia was with Lazard Technology Partners (LTP), a $400 million early-stage venture fund. There he co-led enterprise software investments in systems management, security, analytics and on-demand application sectors.
Before joining Lazard in 2000, Sever held product management and operations leadership positions in Thomson Financial's Equity Research Products division. In this role, Sever led teams responsible for software platform development, database architecture, content operations management, as well as implementation of equity analyses and quantitative portfolio modeling systems.
Sever is a chartered financial analyst and a member of the CFA Institute. He is active in the mid-Atlantic venture community as chairman of NVTC's Capital Formation Committee. He also serves as a leader on committees for Mid-Atlantic Venture Association (MAVA), Deloitte & Touche Technology Venture Center (TVC), Maryland Incubator and National Sciences Foundation Tech Program. Sever earned a B.S. in finance from Virginia Tech.
Greenberg Traurig LLP, a member of The Business Exit Forum
Rico Vicencio is a shareholder in the Greenberg Traurig corporate and securities and information technology practice groups, and is integral to the Northern Virginia office's initiatives in the resurgent technology industry in and around the Washington, D.C. beltway.
As a transactional attorney, Vicencio represents private and public companies, and owners of closely held companies, as well as venture capital and private equity firms, in business and financial transactions including mergers and acquisitions, securities offerings and corporate finance. He also serves as outside general counsel to a number of clients. In this role, Vicencio advises on a variety of general corporate matters including corporate governance, securities law compliance and reporting, commercial agreements (VAR agreements, licenses and SaaS subscription agreements), and other strategic commercial relationships involving matters such as joint ventures and teaming agreements.
Vicencio concentrates his practice on technology-related businesses, including those involved in social media, IT-based government contracting, Web-based services and applications, clean energy technologies and life sciences, but also counsels clients on transactions and other corporate matters in a wide variety of other areas including defense contracting (training, military supplies, intelligence), financial services, broadcast towers and management consulting.
Vicencio joined the firm in 2000, after several years of practice at D.C.-based Elias, Matz, Tiernan & Herrick, and prior to that, serving as an attorney-adviser in the Division of Corporation Finance at the U.S. Securities and Exchange Commission.