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

https://xeon-wiki.win/index.php/Why_relationship_data_at_PE_firms_dies_in_inboxes_and_Excel_hell

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