CapCompass provides capital markets and M&A advisory services for small and mid-sized businesses.
Our expertise includes raising capital, mergers & acquisitions and fund creation. We tailor financial strategies to complex transactions.
$93M
Residential Real Estate
Closed
Private Capital PE Lender
$4M
Healthcare Staffing
Closed
National Operator
$26M
Multifamily Real Estate
Closed
Private Capital Provider
$30M
Healthcare
Closed
Commercial Bank
$18M
Commercial Real Estate
Closed
Office Building Recapitalization
$750K
Transportation Manufacturing
Closed
Short-Term Bridge Facility
$10M
Residential Single-Family RE
Closed
Accredited Investors
$3.8M
Consumer Packaged Goods
Closed
Working Capital Line
$24M
Commercial Real Estate
Closed
Real Estate Developer
$32M
Crypto & Blockchain
Closed
Token Issuer
$20M
Pharmaceutical
Closed
Private Capital Lender
$60M
Premium Real Estate Storage
Closed
Accredited Investors
$12M
GP Fund Manager
Closed
Fund-Level Capital
$5M
Professional Sports
Closed
Accredited Investors
$30M
Residential Solar
Closed
Accredited Investors
$18M
Logistics
Closed
Equity Sale to Strategic Buyer
$56M
B2B Financial Services
Closed
Sale to Strategic Investors
$4M
Transportation Manufacturing
Closed
Senior Debt Facility
$40M
Oil & Gas
Closed
Accredited Investors
$4M
SaaS & Technology
Closed
VC Investors
$680K
Consumer Packaged Goods
Closed
Short-Term Bridge Facility
$5M
B2B Health Tech
Closed
Strategic Buyer
$12M
Multifamily Real Estate
Closed
Accredited Investors
$13M
Crypto & Blockchain
Closed
Cryptocurrency Client
Selected transactions led by our senior banker at CapCompass and prior firms. Source: CapCompass and prior-firm transaction records. Past performance is no guarantee of future performance.
$14 billion in career capital-market transactions led by our senior banker at CapCompass and prior firms.
Source: CapCompass and prior-firm transaction records. Past performance is no guarantee of future performance.
Capital Raising and M&A Advisory
Three decades of sector experience. We work with strategic and institutional investors. We also work with family offices and high-net-worth investors. We help clients raise growth equity capital and advise on mergers and acquisitions.
Equity Financing
Strategic guidance and access to diverse capital sources for growth equity and long-term investments. Unlike debt financing, equity financing involves bringing in investors who receive partial ownership in exchange for funding.Â
Customized Debt Financing
Debt solutions tailored to your business needs. We seek competitive terms and flexible structures from private capital and bank lenders.
Fund Creation & Marketing
Support in the creation and structuring of investment funds. We focus on strategy, compliance and capital sourcing. Our work draws on Regulation D 506(c) experience.
M&A Advisory
Guidance through mergers and acquisitions with a focus on value and strategic fit. We maintain a network of private equity firms, family offices and strategic acquirers. We work to match each client with suitable counterparties.
A financial and strategic advisor focused on start-up companies and the middle market
Our senior banker brings relationships and experience in business services and technology. He has led capital market transactions at CapCompass and prior firms.