Configure Partners
Configure Partners describes itself as an investment banking platform providing private capital solutions for the middle market. Its stated capabilities include debt placement, private capital advisory, private capital realization, strategic advisory, mergers and acquisitions, recapitalizations, and private secondary-market liquidity solutions.
What stands out about Configure Partners
Configure Partners publicly presents a middle-market advisory platform spanning debt placement, private capital advisory, private capital realization, and mergers and acquisitions. Its materials identify coverage across nine industry areas and show representative assignments involving acquisition financing, credit facilities, asset sales under Section 363, and buy-side advisory.[1][2][3][4][5]
What does Configure Partners do?
Configure Partners describes itself as an investment banking platform providing private capital solutions for the middle market. Its publicly stated core capabilities are Debt Placement, Private Capital Advisory, and Private Capital Realization.
The firm’s public positioning connects these capabilities with complex financings, recapitalizations, GP-led secondaries, and broader capital-alignment strategies. The platform works with private equity sponsors, private credit lenders, institutional capital providers, and other middle-market clients.[1][6]
Configure publicly lists debt placement, private capital advisory, and private capital realization as its core capabilities. Its debt placement business supports capital structures for acquisitions, growth, refinancing, and dividends.
The Private Capital Advisory team advises financial sponsors and institutional investors on private secondary-market liquidity solutions, including continuation vehicles, fund portfolio tender offers, strip sales, direct secondaries, LP portfolio sales, managed fund solutions, and structured transactions.[1][2][3]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Configure Partners?
For an owner evaluating a sale, recapitalization, refinancing, or another liquidity event, Configure’s public service mix spans mergers and acquisitions, strategic advisory, debt placement, private capital advisory, private capital realization, and recapitalization-related work. Its public transaction examples also include acquisition financing, credit facilities, a Section 363 asset sale, and buy-side advisory.
An engagement discussion should establish whether the proposed mandate is sell-side M&A, financing advisory, private capital advisory, or a combination of alternatives. Owners should also clarify the contracting legal entity, fee and expense provisions, exclusivity, termination and tail terms, buyer or capital-provider outreach, confidentiality procedures, affiliated-entity conflicts, and the team’s directly comparable assignments.[1][2][3][4][5][7][8]
Which legal entity would contract for the engagement: Configure Partners, LLC or Configure Partners Securities, LLC
What minimum transaction size or owner profile does the firm typically pursue
What size transactions and clients does Configure Partners focus on?
Configure lists the following industry coverage areas: Automotive; Business Services; Consumer & Retail; Financial Services & Real Estate; Healthcare; Industrial & Distribution; Power & Energy; Restaurants; and Tech, Media & Telecom.[1]
The official deals archive identifies Project Apex as an assignment advising a provider of roof installation and maintenance on a $130 Million credit facility amendment. Project Navigator involved $140 Million of credit facilities related to the acquisition of a global intelligence and security services provider.
Project Thalia involved a $690 Million sale of substantially all assets pursuant to Section 363 of the U.S. Bankruptcy Code. Project Titan/SPB Hospitality involved $195 million of acquisition financing and buy-side advisory to the acquiror.
These examples are drawn from the firm’s public archive; the archive also frequently uses project code names or anonymized descriptions, and it frequently lists transaction consideration as “Undisclosed.”[5]
Configure’s stated transaction and advisory focus includes acquisition financing, growth capital structures, refinancing, dividend-related capital structures, mergers and acquisitions, strategic advisory, recapitalizations, private secondary-market liquidity solutions, and capital-alignment strategies.
Its public materials also identify work involving continuation vehicles, GP-led secondaries, fund portfolio tender offers, strip sales, direct secondaries, LP portfolio sales, managed fund solutions, structured transactions, and a Section 363 asset sale.[2][3][5][6]
What does Configure Partners publicly disclose about fees, process and engagement terms?
The official Configure deals archive frequently lists transaction consideration as “Undisclosed” and often presents transactions using project code names or anonymized descriptions rather than named counterparties.
The official Private Capital Advisory page does not publish a universal fee schedule, minimum engagement size, standard success-fee percentage, or standard transaction-size threshold. The official contact page provides office locations and inquiry categories but does not publish engagement fees, minimum transaction requirements, or standard mandate terms.[3][4][5]
Configure Partners Securities, LLC is identified in a December 31, 2025 SEC-filed financial statement as a broker-dealer registered with the SEC, a FINRA member, and a SIPC member. The filing states that the entity provides private placements, strategic advisory services, and mergers and acquisitions for a select group of customers.
Configure’s website states that securities transactions are offered through its affiliate, Configure Partners Securities, LLC, and that principals of Configure Partners, LLC are registered representatives of that affiliate.[7][8]
Configure states that its private capital advisory offering provides customized GP-led secondary solutions, strategic liquidity options for limited partners, and capital raises. The firm describes these services as using transparent processes that prioritize long-term relationships.[6]
Questions to ask before hiring Configure Partners
Which legal entity would contract for the engagement: Configure Partners, LLC or Configure Partners Securities, LLC?
What are the proposed retainer, success fee, expense, exclusivity, termination, and tail provisions?
What minimum transaction size or owner profile does the firm typically pursue?
Which recent transactions can the team present that are comparable by industry, size, leverage, ownership structure, and seller objectives?
Will the mandate cover a sale, recapitalization, refinancing, private secondary, or a parallel evaluation of several alternatives?
How will conflicts involving the affiliated broker-dealer, private capital, or financing activities be handled?
Which buyers or capital providers would be contacted, and how will confidentiality be protected?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Geography / market coverage
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- SEC filing / regulatory record
- Structure / regulatory context
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
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