Finance & Business Services

Compass Advisers has assisted all types of financial and business services companies, including asset managers, insurance and reinsurance companies, commercial banks and other lenders, investment banks and brokers and pension funds.  Financial institutions prefer Compass because our thoughtful, strategic insights are based on direct, personal experience within the sector, yet our advice is not conflicted with competing services or products.

      We have strong relationships with a number of leading private equity and venture capital firms, helping our clients put capital to work across all industry sectors and geographic locations as they engage in a wide variety of investment strategies, including leveraged buyouts, minority stake investments, growth financing, joint ventures and recapitalization.

      We frequently sell businesses to these firms and also assist them on acquisitions, sales and private capital raising.  Because our partners have represented nearly all of the larger firms, we understand the cultural differences among private equity firms, as well as their particular areas of interest and expertise.

      Our partners and professionals have special expertise in this sector as board members, senior executives, private investors and founders of publicly-traded and privately-held financial services companies.


NOTABLE COMPASS TRANSACTIONS:

Calpine Corporation (HSBC)

Ferretti SpA (Candover/Permira)

Gelit SpA (Consilium Private Equity/Barilla)

Gemeaz Cusin & Scapa Italia (Barclays PE/Accor)

Hart Publications (Wiegers)

Klopman International (BS Private Equity)

Kmart Corporation (Wilmington Trust)

N&W Global Vending SpA (Barclays PE & Investcorp)

PensionsFirst Group LLP

Pi Capital

Sunny Delight & Punica (J.W. Childs)

Weirton Steel Corporation (JPMorgan Chase)

WorldCom, Inc. (HSBC)

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