Bourne Partners: Detailed Company Information & Corporate Profile
Summary
Bourne Partners is a boutique investment firm headquartered in Charlotte, NC, established in 2001 with a team of 10‑50 professionals.
The company specializes in Merchant Banking and Investment Banking services while also providing Alternative Assets management, Management Consulting, Financial Services, and Advisory Services across the investment sector.
Leadership at Bourne Partners includes Donald Hooker as Head of Research; Vice Presidents Will Breeyear, Nick Triantafyllides, Oliver White, and Evan Goldstein; Managing Directors Carson Riley (Head of Pharma Investment Banking) and Aaron Olson (Head of Healthcare Services); AI Strategy & Implementation Manager Dalton Pearman; Strategic Operating Partner Paul Campanelli; and Analysts Khai Vo, Charles Spence. Incoming talent includes Summer Analysts Gannon Anthony, Blake Davis, Kirsten Griffin, and Family Office Controller Austen Scroggins.
With annual revenues ranging between $10 million and $50 million, Bourne Partners delivers tailored financial expertise to its clients.
| Bourne Partners Website | bourne-partners.com |
| Phone Number | 704 552 8407 |
| Industries | |
| Bourne Partners Headquarters Address | 550 South Caldwell Street, Charlotte, NC, 28202 US |
| Company Size | 10-50 employees |
| Specialities & Services | Merchant Banking, Investment Banking, Alternative Assets, Management Consulting, Financial Services, Advisory Services |
| Founded | 2001 |
| Estimated Annual Revenue | $10M - 50M |
| Updated: | 2026-10-29 |
Estimated Website Traffic
The chart shows a growth in traffic to the bourne-partners.com website. In September, traffic increased to 710, compared to 698 in the previous month. The highest traffic in 2026 was recorded in September, reaching 710 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Bourne Partners's workforce includes employees across a wide range of tenure levels.
11% have been with the company for 1 to 2 years11% have been with the company for 3 to 4 years33% have been with the company for 5 to 7 years44% have been with the company for more than 11 years
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Bourne Partners Corporate Information: FAQ
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