M&A Advisory
Mergers & Acquisitions
CapCompass Partners advises owners and management teams of small and mid-sized U.S. companies on sell-side and buy-side transactions. We focus on deals in the $5 million to $100 million enterprise value range across the business services and technology sectors — the segments where our relationships and experience run deepest.
Our team manages every phase of a transaction: identifying and contacting qualified buyers or acquisition targets, conducting preliminary valuation and due diligence, structuring offers, coordinating diligence workstreams, and negotiating terms through closing. We maintain an active network of private equity firms, family offices, and strategic acquirers so we can match each client with the right counterparty.
Strategic Business Exits & Succession Planning
For founders considering retirement, generational transfer, or a strategic liquidity event, we design exit processes that maximize value and protect legacy. We prepare seller-ready materials, run competitive processes targeted at pre-qualified buyers, and negotiate deal structures — including earnouts, rollovers, and seller financing — that align closing terms with your post-transaction goals.
Whether you are exploring a full sale, a majority recapitalization with a private equity sponsor, or a management buyout, we bring the transaction experience and buyer relationships to run a credible, confidential process.