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Comparison

Bourne Partners vs Edgemont Partners

Comparing two boutique M&A advisors · Last updated April 19, 2025

AttributeBourne PartnersEdgemont Partners
TypeIndustry specialistIndustry specialist
HQCharlotte, NCNew York, NY
Founded20012002
Sector focusHealthcare, PharmaHealthcare
Deal size$25M-$500M$25M-$500M
Senior team
  • Banks Bourne
    Founder, CEO
  • James Stark
    Managing Director
Rating Locked Locked
Reviews0 verified0 verified

Choosing between Bourne Partners and Edgemont Partners

Bourne Partners and Edgemont Partners both work in Healthcare. Founders running a sell-side process in those categories often see both names on their advisor longlist, which is why this comparison comes up. Both firms position themselves as industry specialist advisors, so the choice is less about category and more about pattern recognition, senior attention, and process fit.

Bourne Partners is headquartered in Charlotte, NC and was founded in 2001, while Edgemont Partners operates out of New York, NY and was founded in 2002. Geography matters here: Bourne Partners's Charlotte relationships and Edgemont Partners's New York relationships will overlap on national strategics but diverge on the regional private equity buyer set most likely to push price. On deal-size focus, Bourne Partners states $25M-$500M while Edgemont Partners states $25M-$500M. Beyond shared coverage, Bourne Partners also reaches into Pharma, while Edgemont Partners extends into adjacent categories.

For founders deciding between Bourne Partners and Edgemont Partners, the honest recommendation is to take a working session with each named partner before signing. Read the firm-level reviews on BankerNotes for the pattern that matters most: did the partner who pitched the mandate run the buyer calls and final negotiations, or did the work slide down the org chart by week six. That pattern, more than league-table position, is what separates a good outcome from a mediocre one.

Firm A profile
Bourne Partners
Charlotte, NC

Bourne Partners is a industry specialist headquartered in Charlotte, NC and founded in 2001. The firm focuses on Healthcare, Pharma and typically advises on transactions in the $25M-$500M range. Key dealmakers include Ba...

Read the Bourne Partners profile and reviews
Firm B profile
Edgemont Partners
New York, NY

Edgemont Partners is a industry specialist headquartered in New York, NY and founded in 2002. The firm focuses on Healthcare and typically advises on transactions in the $25M-$500M range. Key dealmakers include James Sta...

Read the Edgemont Partners profile and reviews

Frequently asked questions

What is the main difference between Bourne Partners and Edgemont Partners?
Bourne Partners is a industry specialist HQ'd in Charlotte, NC (founded 2001), focused on Healthcare, Pharma, with a typical deal range of $25M-$500M. Edgemont Partners is a industry specialist HQ'd in New York, NY (founded 2002), focused on Healthcare, with a typical deal range of $25M-$500M. Beyond those facts, the most reliable differentiator is senior banker attention, which BankerNotes reviews are designed to surface.
Which firm has better founder reviews, Bourne Partners or Edgemont Partners?
Bourne Partners's current rating is Locked (reviews unlock after five verified founders submit ratings). Edgemont Partners's current rating is Locked (reviews unlock after five verified founders submit ratings). Read the individual firm profiles for the full review breakdown.
Should I shortlist both Bourne Partners and Edgemont Partners?
For most founders evaluating sell-side advisors with overlapping sector and deal-size fit, putting both on a shortlist is reasonable. The point of a bake-off is to test how the senior team behaves under pressure, how the firm shapes the buyer universe, and how it handles a difficult diligence question. Treat the shortlist as an interview, not a beauty contest.
How does BankerNotes verify reviews of Bourne Partners and Edgemont Partners?
Every review 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: April 19, 2025