M&A Advisory

Business owners, sponsors and investors desire the very best in M&A execution and Configure believes success comes from detailed focus on preparation.  Each business has a distinct story and requires bespoke positioning.  Our team takes a “roll up the sleeves” approach to learn your business and craft marketing materials that best articulate that story to generate investor interest.  We combine this with our unique expertise in credit markets to give our clients a true advantage.  Above all else, Configure behaves with great integrity and puts client needs first.

Principal Mindset

• We provide clients the advice, guidance, and client service we would expect to receive if the roles were reversed
• Simplified engagement pricing aligned to client outcome

Credit-Orientation

• Configure’s depth of experience in placing buyside middle market credit provides our M&A client with unique insights into financing markets
• These insights can be a useful window into the buyer process and leveraged by our M&A clients wishing to explore alternatives such as dividend recapitalization opportunities
• We underwrite businesses as if we were the buyer and approach as people who have financed, sold and invested in businesses with our own capital

Deep Industry Expertise

• Configure professionals have managed hundreds of transactions under the most complex and challenging circumstances, maximizing outcomes for all parties
• In addition to industry-specific banking expertise, Configure utilizes a network of former C-Suite operating partners who bring their years of relationships and knowledge to each engagement

With a team of former professional investors and business owners, our team brings a client mindset to each assignment. We provide objective assessments at all points throughout the transaction lifecycle and are able to effectively drive each transaction towards a successful outcome.