Compass Point Growth Process

“If you don't have integrity, you have nothing. You can't buy it. You can have all the money in the world, but if you are not a moral and ethical person, you really have nothing.

If you build that foundation, both the moral and the ethical foundation, as well as the business foundation and the experience foundation, then the building won't crumble.”

Henry Kravis
cofounder of the American private equity firm Kohlberg Kravis Roberts, known as KKR, and for buying high profile companies in many industries.

ServicesPrivate Equity Investment & Management Services

Providing consulting, capital and management support in return for an equity position

One of the leading causes of business failure is undercapitalization. Compass Point is now offering Private Equity Investment & Management Services where we provide consulting services, capital, and management support in return for an equity position in your business.

Equity Advisory Investment & Management Services are focused on a specific type of client.  Characteristics of these clients include:

  • Product-based company
  • High growth potential
  • 3-5 year exit/liquidity strategy
  • Require management team expertise that Compass Point can provide

This offering is a hands-on, long-term engagement where Compass Point fills an existing gap in the management team. All of our services (Strategic Planning, Ownership Planning™, CFO Advisory, M&A, Strategy Implementation & Execution, Exit & Succession Planning, and Family Business Advisory) are typically utilized in this engagement.

We also manage all the capital raising activity, a service our client view very favorably as it allows them to keep their eye on the ball. Our depth of management and business growth experience brings additional value to the engagement.

Based on your individual business situation, Compass Point will help determine the appropriate type and size of investors/lenders to approach and optimize opportunities with varied financing sources. We know and utilize a diverse network of lenders and equity sources to help you find the required capital.

No matter what form your need for additional capital may take, Compass Point possesses the skills and relationships to provide solutions to any funding challenge and, most importantly, to help fuel stability and growth throughout your company.