Insights

Expansion momentum Configure Partners is actively expanding its New York City footprint and launching a dedicated Private Capital Advisory practice, signaling growth in deal flow and cross-border opportunities that can benefit clients seeking liquidity, GP-led secondary transactions, and strategic exits.

Talent acquisition Recent hires and promotions, including Ravi Mehta as managing director and Jozef Lampa as vice president, plus the promotion of Joseph Weissglass, indicate a strengthening leadership bench for private capital advisory and complex capital structure solutions—a lever for cross-selling advisory services to existing clients and target firms.

Private Capital focus The new Private Capital Advisory practice targets private equity firms and private credit managers, presenting a clear opportunity to bundle financing, special situations, and GP-led secondary advisory into integrated capital solutions.

Securities partnerships Securities transactions are offered through Configure Partners Securities, LLC, suggesting potential collaboration with clients requiring securities execution, structuring, and FINRA/SiPC-compliant services alongside advisory engagements.

Mid-market positioning With revenue in the mid-market range and a focus on complex capital structure issues across a diverse set of industries, Configure Partners is well-positioned to pursue mid-market borrowers and sponsor-backed deals needing bespoke financing and strategic advisory.

Similar companies to Configure Partners

Configure Partners Tech Stack

Configure Partners uses 8 technology products and services including The Trade Desk, Linkedin Insight Tag, Squarespace, and more. Explore Configure Partners's tech stack below.

Media & News

Configure Partners's Email Address Formats

Configure Partners uses at least 2 email formats:
Configure Partners Email FormatsExamplePercentage
FLast@configurepartners.comJDoe@configurepartners.com
98%
LastF@configurepartners.comDoeJ@configurepartners.com
2%

Frequently Asked Questions

What is Configure Partners's phone number?

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You can contact Configure Partners's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Configure Partners's official website and social media links?

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Configure Partners's official website is configurepartners.com and has social profiles on LinkedIn.

How much revenue does Configure Partners generate?

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As of August 2026, Configure Partners's annual revenue is estimated to be $25M - $50M.

What is Configure Partners's NAICS code?

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Configure Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Configure Partners have currently?

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As of August 2026, Configure Partners has approximately 50 employees across 2 continents, including North America and Asia. Key team members include Managing Partner: J. C. J., Vice President: J. L. and Vice President, Finance: J. B. Explore Configure Partners's employee directory with LeadIQ.

What industry does Configure Partners belong to?

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Configure Partners operates in the Financial Services industry.

What technology does Configure Partners use?

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Configure Partners's tech stack includes The Trade Desk, Linkedin Insight Tag, Squarespace, WordPress, Mailchimp, Microsoft 365, OpenAI and WP Engine.

What is Configure Partners's email format?

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Configure Partners's email format typically follows the pattern of FLast@configurepartners.com. Find more Configure Partners email formats with LeadIQ.

When was Configure Partners founded?

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Configure Partners was founded in 2017.
Configure Partners logo

Configure Partners

Financial ServicesGeorgia, United States11-50 Employees

Configure Partners is an investment bank operating within the financial services sector that focuses on complex capital structure issues and tailored client solutions. It emphasizes listening to clients and aligning around their interests to build long-term partnerships. Its work draws on experience in financing, special situations, and mergers and acquisitions to support borrowers across the credit spectrum. Across both public and private company contexts, it provides advisory services and financing guidance ranging from at-the-market financings to bespoke arrangements for challenged credits.

Headquartered in Atlanta, Georgia, Configure Partners has expanded its presence to New York City with the launch of a Private Capital Advisory practice. Recent hires—Ravi Mehta as managing director and Jozef Lampa as vice president—will join Joseph Weissglass to lead the Private Capital Advisory team in the expanded New York City office.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Configure Partners's revenue is estimated to be in the range of $25M - $50M

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