Big Names… or Big Impact?

The size of an advisory firm doesn’t guarantee quality. Especially in mid-market transactions, it’s not the brand on the door that counts—it’s the people who actively manage the process. Personal experience, commitment, and negotiation skills make all the difference. A big brand is not a guarantee against a bad deal—and smaller advisors can deliver big results.

In practice, we frequently see smaller, specialized teams working far more efficiently and closely with their clients. They’re more flexible, quicker, and more accessible. Large firms often entail internal approval processes, changing contacts, and standardized workflows—not always in the client’s best interest.

Critical questions to ask are: Who specifically will handle my case? How experienced is this person? How much time will they dedicate to my project? A successful M&A process thrives on trust, clear communication, and personal commitment—not on the advisor’s brand or size.