Set Your Sights on Profitability

Consulting and operation services that empower your business growth

and schedule your real-time analysis call 

Who We Work With

We specialize in supporting lower middle market businesses with revenues ranging from $10M to $100M+ seeking to grow and enhance their business value.

Here’s 3 core ways we support our partners —

1

Revenue growth is too slow.

High-growth businesses are defined by a 20% annual revenue growth. Investors get nervous when growth is below 10% annually.

Where do you stack up? Take our free value assessment.

2

Profitability is low and you’re wondering how to fix it.

Profitability determines valuation, and there are two ways to approach this issue – increase revenue and/or decrease costs.

Which holds true for you? Find out here.

3

You’re experiencing substantial operational challenges.

Improving operational efficiency can be the most impactful lever you pull in your business to enhance value.

What challenges are you facing? Let us know.

Embedded in the Fabric of Your Growth

We go beyond consulting. We work directly with business owners and their teams to uncover problems, develop strategies, and guide them towards profitability.

See how we have guided these three businesses to correct course.

CASE STUDY: Textile Manufacturing

Discover how Compass supported a multi-million-dollar textile business to reverse a declining sales trend and boost profit margins by targeting more profitable customer segments and implementing a multi-pronged sales strategy.​

CASE STUDY: Logistics

Learn how Compass helped the owners of a struggling logistics company return to profitability and remedy their cash flow issues.

CASE STUDY: Food Distribution

Find out how Compass helped this premium fruit distributor target high-growth markets, align leadership responsibilities, and develop a roadmap for accelerated growth and enhanced valuation.

How to get started -

We want to get to know you and your business. 

one

Free Value Gap Assessment

Take our free Value Gap Assessment (10 questions) to see how your company’s value matches up against the best in your industry.

two

Real-time Analysis Call

We'll send you your results and reach out to schedule an introductory call. On that call, we'll learn more about your business and focus on the key priorities that could drive the most significant impact.

three

Company Deep Dive

If we agree it's a good match, we will conduct an in-depth review of your company’s opportunities for value enhancement. 

Value Gap Assessment

Take Our Free Value Gap Assessment

How do you match up against others in your space?

Quick and easy assessment

10 questions

Comprehensive results

High-impact business focuses

Real-time analysis

Expert support to understand your results

and schedule your real-time analysis call

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services

Here’s how we can support your business growth

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Our Unique Approach

Our approach to problem-solving is industry agnostic and multi-faceted. 

Investment Banking Roots

Investment Banking Roots

We leverage our investment banking roots to help you see your business through the eyes of an investor & position yourself to receive a premium.

Embedded Management Support

Embedded Management Support

We do more than consult. We step-in and drive change, working alongside your management team toward mutual outcomes.

Industry Expert Business Guides 

Industry Expert Business Guides 

We bring world-class strategies and processes to privately-held businesses, having advised executive teams of some of the largest companies in the world.

Our Collaborative Process

It’s important to us that we align with you and your team on the path forward, the resources needed, milestones, and key members, at every turn.

one

Diagnosing Your Business

We leverage owner insights, proprietary diagnostic tools, operational data, financial analysis, and management interviews (where appropriate) to identify the most pressing issues and opportunities for the business.

two

Pressure-Testing Solutions

Once we have developed a preliminary view of the most pressing issues and likely solutions, we pressure-test our hypotheses.

three

Driving Change

Our objective is to drive change, with complete visibility into our efforts and progress, while enabling our clients maintain their focus on running their companies.

Our Collaborative Process background
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When You’re Ready for Exit

When You’re Ready for Exit 

Alongside our sister company, we leverage a vast network of investors and provide our clients access to both private and public funding opportunities.  

These connections, along with our financial expertise, ensure no stone is left unturned in securing your legacy.