CapCompass Partners provides strategic investment banking services for small and mid-sized businesses.
Our expertise includes raising capital, mergers & acquisitions, and fund creation – delivering tailored financial strategies to support complex transactions.
Our bankers have successfully raised over $14 Billion–and counting–driving growth and opportunity for businesses nationwide.
Investment Banking
Three decades of deep sector expertise. We develop, approach, and negotiate with an extensive network of strategic, institutional, family office, and high-net-worth investors. We rise to the challenge of raising growth equity capital and facilitating mergers and acquisitions.
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.