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

https://claytonnujn348.timeforchangecounselling.com/are-automated-capital-account-statements-and-relationship-capture-worth-the-hype-a-practical-skeptical-review

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