Bourne Partners Strategic Capital

What Bourne Partners Strategic Capital does

Bourne Partners Strategic Capital is a healthcare-focused investment banking and advisory firm headquartered in Charlotte, North Carolina, with a regional headquarters in London, United Kingdom. Founded in 2000 by Banks Bourne, the firm is organized around five coverage verticals — Therapeutics, Pharma Services, Healthcare Services, Europe, and Sponsor Coverage — with Managing Directors leading domain-specific practices. Its core offering is M&A advisory (sell-side and buy-side), capital raising, divestitures, and strategic advisory services delivered exclusively to healthcare-sector clients, including pharmaceutical and biopharma companies, CDMOs, CROs, specialty pharma services providers, healthcare services operators, consumer health/OTC businesses, and private equity sponsors investing in healthcare.

The firm operates a sales-led, relationship-driven delivery model in which senior bankers engage clients directly through one-to-one advisory mandates. Pricing follows a standard investment banking structure combining retainer fees with success-based transaction fees; the firm does not publish pricing. Publicly visible mandates include advisory roles on CAI's recapitalization (with JLL Partners and NewVale Capital), Iterative Health's acquisition of cardiology research sites from NextStage Clinical Research, 424 Capital's acquisition of Six Degrees Worldwide by Reverba, and the formation of Carlin Consumer Health alongside Hildred Capital and The Emerson Group. Cumulative disclosed transaction volume exceeds $20 billion across 25+ years, with a stated team of 40+ professionals.

Beyond advisory, the firm maintains a direct investment and co-sponsorship platform (Bourne Partners Strategic Capital as distinct from the parent Bourne Capital Partners, L.L.C.) with approximately 10 portfolio investments spanning $5M to $3B in company value, and operates wholly-owned subsidiary Bourne Partners Securities. Distribution is exclusively direct; the firm does not publish a public or partner-facing API, does not offer software products, and does not maintain a self-serve channel. Market visibility is generated through sector research reports, conference attendance (AAM, DCAT, INTERPHEX, CPHI, SCOPE), video content and the Bourne Report podcast, a weekly newsletter, and deal-profile publications, all targeted at the healthcare investment and M&A community.

Name

Bourne Partners Strategic Capital

Legal name

Bourne Capital Partners, L.L.C.

Website

https://bourne-partners.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Bourne Partners Strategic Capital is a healthcare-focused investment banking and advisory firm with 40+ professionals serving pharma, pharma services, healthcare services, and consumer health clients across the U.S. and Europe, with over $20B in completed transactions.

Ownership category

akta.pro rank

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Banking & Transaction Advisory Fees: Bourne Partners generates revenue through advisory fees charged to healthcare sector clients for M&A advisory, capital raising, divestitures, and strategic transactions. The firm acts as a sell-side and buy-side advisor to pharma, pharma services, consumer health, and healthcare services companies. Revenue is transactional in nature, aligned with deal completion.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Bourne Partners Strategic Capital is a healthcare-focused investment banking and advisory firm that provides M&A advisory, capital raising, divestitures, and strategic advisory services to pharmaceutical, biopharma, pharma services, healthcare services, and consumer health companies, as well as private equity sponsors. The firm also operates a Strategic Capital investment vehicle for direct equity investments and co-sponsors platforms such as Carlin Consumer Health, with coverage delivered through U.S. and London offices.

Product overview

Bourne Partners is a healthcare-focused investment banking firm offering M&A advisory, capital raising, and strategic advisory services across the pharma, pharma services, and healthcare services sectors. The firm provides sector-specific research and market insights but does not offer software products, platforms, or technology solutions. Services are delivered through direct advisory engagements with clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Banking Advisory (M&A, Capital Raising, Divestitures)
• Strategic Advisory
• Research & Insights
• Direct Investment / Strategic Capital (Equity & Growth Equity)

Quantifiable outcome

• Over $20 billion in completed transactions
• +2 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Locust Walk: Healthcare-focused investment bank and advisory firm serving biopharma, medtech, and pharma services companies with M&A and capital-raising services. Direct comparable — similar pure-play healthcare model, competing for sell-side and strategic transaction mandates in the mid-market.
• Harris Williams: Middle-market investment bank with a dedicated Healthcare & Life Sciences group covering M&A and capital advisory. Direct comparable — both firms serve mid-market healthcare sell-side and PE-sponsored processes with similar deal-size profiles.
• Stout: Global advisory firm with a dedicated healthcare practice offering M&A, valuation, and transaction services. Direct comparable — Stout was a co-advisor to Bourne Partners on the CAI recapitalization, and the firms directly compete for healthcare M&A mandates.
• Lincoln International: Global mid-market M&A advisor with a dedicated healthcare and life sciences practice operating across the U.S. and Europe. Direct comparable — Bourne's Head of Europe, James West, was previously a Managing Director at Lincoln International, and both firms compete for cross-border healthcare mid-market mandates.
• Outcome Capital: Specialized investment bank focused on healthcare and life sciences, providing M&A, corporate finance, and strategic advisory services to emerging and established companies. Direct comparable — pure-play healthcare boutique, similar size, and overlapping pharma services and healthcare services coverage.
• MTS Health Partners: Boutique M&A advisory firm exclusively focused on the healthcare sector, with capabilities across pharma services, healthcare services, and life sciences. Direct comparable — multiple Bourne Partners senior hires (Aaron Olson, Evan Goldstein) joined from MTS, underscoring direct competition for healthcare sell-side mandates.

Broad incumbents

• Jefferies: Full-service global investment bank with a large Healthcare Group spanning biopharma, medical devices, and healthcare services. Broad incumbent — competes with Bourne on larger healthcare M&A processes and is a structural threat on mandates above Bourne's typical mid-market sweet spot.
• Guggenheim Securities: Full-service investment bank with a Healthcare Investment Banking practice spanning pharma, biotech, medtech, and healthcare services. Broad incumbent — competes with Bourne on larger healthcare M&A mandates and brings broader product capabilities including capital markets.
• Stifel: Diversified investment bank with a Healthcare Investment Banking group covering pharma, medtech, and healthcare services. Broad incumbent — served as co-advisor alongside Bourne on the CAI recapitalization, indicating direct competition for lead-advisor roles on larger healthcare transactions.
• Houlihan Lokey: Global investment bank with a strong Healthcare practice providing M&A, capital markets, and financial restructuring services. Broad incumbent — competes with Bourne on mid- and upper-mid-market healthcare M&A and adds a financial restructuring capability that broadens the competitive set.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/bourne-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bourne Partners Strategic Capital