Compass Advisers is our premier independent investment banking advisory business. We provide innovative strategic and financial advice to corporations and government agencies globally, with particular expertise in facilitating complex cross-border transactions. Below is a sample list of services clients receive:


Strategic Advisory Services


Capital Advisory Services

  • Crossborder M&A: North America, Europe, India, China, Russia, Latin America, and the Middle East
  • Buy-side advisory assignments
  • Sale mandates
  • Leveraged buyouts and recapitalizations
  • Divestitures, spin-offs and split-offs
  • Joint ventures and partnerships
  • Fairness opinions
  • Valuations and financial analysis
  • Capital structure and credit analysis
  • Corporate development and M&A strategy
  • Hostile takeovers and defense
  • Private placement of equity and debt securities
  • Strategic and financial advice on investment strategy, including direct investments in companies and real assets.
  • Cross-border private capital raising
  • Advice on major capital markets transactions, including IPOs and other public offerings
  • Advice on privatizations
  • Advice on debt restructuring and refinancing transactions


The foundation of our advisory business is built on three Cornerstones:


Independence & Integrity
  • Independence – Independent, private and client-focused, we believe in developing long-term advisory relationships spanning years of service rather than pursuing “one-off” transactions
  • Focus on Advice – Because our primary business is providing and implementing strategic and financial advice, our success depends entirely on the quality of the advice and service that we deliver to clients
  • No Conflicts – Advice is our only “product. We are able to avoid conflicts arising from lending, sales, trading, or research. Our client list is selective; we minimize conflicts by limiting the number of clients in any given industry
  • Confidentiality – We are discreet and have worked in strict confidence for years on complex transactions


Senior Level Attention & Access
  • Broad Experience – We are seasoned investment bankers with transaction experience encompassing multiple industries, geographic regions, and economic cycles
  • Senior Attention – Our most experienced senior bankers work directly with clients on each assignment from inception to completion regardless of size
  • Global Network – Our global network facilitates cross-border transactions and creates opportunities around the world, while our small size and relationship focus allow for high-touch personalized service
  • Agility – We are nimble, non bureaucratic and consistently available to our clients 24/7


Execution & Excellent Results
  • Exceptional Results – The majority of our business comes either from repeat clients or referrals from existing clients, so we recognize the importance of going the extra mile to deliver exceptional results
  • Creativity – We thrive on challenging assignments requiring creativity, insight, persistence and finesse
  • Award Winning Capabilities – Our ability to deliver innovative solutions and complete difficult transactions for our clients has earned us accolades and awards from financial services industry publications

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