Configure Partners Reviews
Atlanta, GA · Founded 2018
- Type
- Boutique
- HQ
- Atlanta, GA
- Founded
- 2018
- Deal size
- $25M-$300M
- Focus
- Generalist, Software
- Website
- configurepartners.com
- Bart SchwartzCo-Founder
Configure Partners is a boutique headquartered in Atlanta, GA and founded in 2018. The firm focuses on Generalist, Software and typically advises on transactions in the $25M-$300M range. Key dealmakers include Bart Schwartz (Co-Founder). Read founder-verified reviews of Configure Partners below, from founders who hired the firm as their sell-side advisor whether the deal closed or not.
What to know about Configure Partners
Configure Partners has built its franchise in Generalist, Software, where founders running a sale process often turn to firms with deep sector pattern recognition. The senior bench, anchored by Bart Schwartz, sets the tone for how engagements run from the first call through whatever outcome the process produces. Founders evaluating Configure Partners typically compare it against other boutique houses with similar sector emphasis.
Deal sweet spot at Configure Partners sits in the $25M-$300M band. That target range shapes everything: which buyers get the call, how the process is paced, and how the firm allocates senior banker attention. Founders working with Configure Partners should expect a process tuned to that band; founders far below or above it sometimes find a better fit elsewhere.
Geography matters more than founders expect. Configure Partners operates out of Atlanta, GA, and its strongest buyer-side relationships tend to cluster around that orbit. For sellers running a global process, that can be either an advantage (concentrated relationships) or a constraint (thinner reach in other regions). Founders should ask directly: which buyers have you placed with in the last 24 months, and where are they.
Reviews
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Frequently asked questions
- Who can review Configure Partners?
- Any founder who hired Configure Partners as their sell-side advisor and ran an M&A process with them, regardless of whether the deal ultimately closed. How a banker behaves when a deal does not close is just as important as when it does, and both outcomes are welcome.
- Has Configure Partners been reviewed by founders?
- Configure Partners appears in the BankerNotes directory. Reviews from verified founders who hired the firm unlock publicly once five founders have submitted ratings. Until that threshold is reached, reviews are pending and not displayed.
- Where is Configure Partners headquartered?
- Configure Partners is headquartered in Atlanta, GA. The firm was founded in 2018.
- What kinds of deals does Configure Partners work on?
- Configure Partners focuses on Generalist, Software. Typical transaction size falls in the $25M-$300M range.
- Who are the key dealmakers at Configure Partners?
- Senior dealmakers include Bart Schwartz (Co-Founder). Founders running a process should expect to interact most with the named partner or managing director assigned to the deal.
- How does BankerNotes verify reviews of Configure Partners?
- Every review on BankerNotes is submitted by a founder who confirms they hired the firm as their sell-side advisor. We verify the reviewer privately using work email, LinkedIn, and approximate engagement timing. The verified identity is never published. Only the rating, written review, and a generic sector label appear on the public page.
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Last updated: May 25, 2025