Investment Banking for small and mid-sized businesses.
CapCompass Partners combines the best of investment banking and asset management to deliver an unparalleled client experience.
With over $14 billion in closed transactions and growing, CapCompass is a dedicated partner to small and medium-sized businesses seeking capital.
Investment Banking
CapCompass works with companies to meet the challenges of raising growth equity capital and conducting mergers and acquisitions. We partner closely with clients and carefully consider current needs, market conditions, and risk appetite.
We add value through our deep knowledge of the sectors in which our clients operate (Business Services, Technology, and SaaS) and our ability to develop, approach, and negotiate with an extensive network of strategic, institutional, family office, and high-net-worth investors.
Asset Management
CapCompass Funds combines CapCompass’s unique investment expertise with specialist external managers offering compelling, high-return strategies.
Our fund-of-funds model allows diversification across a range of real estate and alternative investment strategies, reducing overall risk exposure for our investors.
A national financial and strategic advisor focused solely on the middle market.
With exceptional relationships – and a broad range of experience in the business services and technology industries – we have a track record of return.