Configure Partners vs Whitestone Investments
Comparing two boutique M&A advisors · Last updated April 13, 2025
| Attribute | Configure Partners | Whitestone Investments |
|---|---|---|
| Type | Boutique | Boutique |
| HQ | Atlanta, GA | Newport Beach, CA |
| Founded | 2018 | 2005 |
| Sector focus | Generalist, Software | Real Estate, Generalist |
| Deal size | $25M-$300M | $25M-$300M |
| Senior team |
|
|
| Rating | Locked | Locked |
| Reviews | 0 verified | 0 verified |
Choosing between Configure Partners and Whitestone Investments
Configure Partners and Whitestone Investments both work in Generalist. 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 boutique advisors, so the choice is less about category and more about pattern recognition, senior attention, and process fit.
Configure Partners is headquartered in Atlanta, GA and was founded in 2018, while Whitestone Investments operates out of Newport Beach, CA and was founded in 2005. Geography matters here: Configure Partners's Atlanta relationships and Whitestone Investments's Newport Beach relationships will overlap on national strategics but diverge on the regional private equity buyer set most likely to push price. On deal-size focus, Configure Partners states $25M-$300M while Whitestone Investments states $25M-$300M. Beyond shared coverage, Configure Partners also reaches into Software, while Whitestone Investments extends into Real Estate.
For founders deciding between Configure Partners and Whitestone Investments, 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.
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 Schwa...
Whitestone Investments is a boutique headquartered in Newport Beach, CA and founded in 2005. The firm focuses on Real Estate, Generalist and typically advises on transactions in the $25M-$300M range. Key dealmakers inclu...
Frequently asked questions
- What is the main difference between Configure Partners and Whitestone Investments?
- Configure Partners is a boutique HQ'd in Atlanta, GA (founded 2018), focused on Generalist, Software, with a typical deal range of $25M-$300M. Whitestone Investments is a boutique HQ'd in Newport Beach, CA (founded 2005), focused on Real Estate, Generalist, with a typical deal range of $25M-$300M. Beyond those facts, the most reliable differentiator is senior banker attention, which BankerNotes reviews are designed to surface.
- Which firm has better founder reviews, Configure Partners or Whitestone Investments?
- Configure Partners's current rating is Locked (reviews unlock after five verified founders submit ratings). Whitestone Investments'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 Configure Partners and Whitestone Investments?
- 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 Configure Partners and Whitestone Investments?
- 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 13, 2025