When adding deals to the Mergr database, we look to attach both the legal and financial M&A advisors to the deal. Given most deals do not include the deal size itself - one helpful metric to help sort deals can be the size of the advisor involved.
Size categories for financial advisors on Mergr include;
Broker
Headcount
1 - 3 people
Deal Size Sweetspot
Small
Boutique
Headcount
2 - 20 people
Deal Size Sweetspot
Small to Lower Middle-Market, Some Large for Sector Specialists
Middle-Market
Headcount
10 - 50 people
Deal Size Sweetspot
Lower Middle-Market to Middle-Market, Large too
Large
Headcount
50+ people
Deal Size Sweetspot
Middle-Market to Large
Bulge Bracket
Headcount
Hundreds
Deal Size Sweetspot
Middle-Market to Mega (1B+)
Here's how to quickly build a list of financial advisors (or investment banks) based on the size options listed above.
Step 1
Navigate to the M&A Advisor Search page.
Step 2
The M&A Advisor search interface on Mergr includes both legal and financial advisors. In this case, we want financial advisors - so check the 'Financial Advisor' box.
Open the 'Size' dropdown list. We include options to segment both financial and legal advisors by size. For financial advisors - select the options that interest you.
Note: 'Financial Advisor', 'Bank', and 'Investment Bank' are all the same.
Step 3
Your result set will include just the investment banks you've selected. You can separately view their latest transactions, team members, clients, and more.
