Capital Insights

Selecting a Capital Advisor: Ask References About a Comparable Assignment

Medro Advisors · Research and commentary from Don McClain

By Don McClain | Founder & Principal, Medro Advisors

The archived advisor review looks beyond advertised pricing. Make a reference conversation specific: was the assignment similar in complexity, what work did the advisor perform, how were setbacks communicated and which deliverables were actually completed? Distinguish a referral introduction from ongoing transaction coordination. Use only references offered with permission and avoid requesting confidential deal details. A favorable experience is useful context, not evidence that your transaction will close or receive the same terms.

Source: Medro archive, May 8, 2026.
Author: https://www.donmcclain.net/
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