How a boutique M&A advisory handling three deals a year survived the Clienteer review shakeup on January 26, 2026

https://wiki-stock.win/index.php/Stop_Excel_Hell:_A_Practical_Tutorial_to_Rescue_Relationship_Data_in_Private_Equity

How a small advisory firm with three annual deals got trapped in a per-deal trap In 2024, Meridian Partners (name changed) was a three-deal-per-year M&A advisory serving regional tech founders. Annual revenue was $1