Compass Advisors
Investment BankingUnited States11-50 Employees
Compass Advisors is a boutique M&A advisory firm guiding entrepreneurs seeking to secure growth capital, personal liquidity, or a business sale.
Market Niche Compass Advisors operates as a specialized boutique M&A advisory firm, serving entrepreneurs seeking growth capital, liquidity, or business sale transactions, indicating an opportunity to position related financial and advisory services.
Revenue Potential With annual revenues between 10 and 25 million dollars, the company demonstrates a strong financial position for boutique firms, suggesting potential upsell opportunities for advanced financial technology or strategic partnership solutions.
Tech Stack Insights Utilizing a mix of popular web technologies and analytics tools, Compass Advisors shows openness to digital solutions, presenting an opening for technology providers specializing in secure, efficient client engagement and data management solutions.
Growth Opportunities Given its location in Bozeman, Montana, and its size, the company may benefit from localized business development services or regional expansion strategies to attract more clients in the growing Western US markets.
Competitive Positioning Compared to much larger consulting firms, the company's boutique approach positions it well for personalized services, which could be leveraged in sales pitches emphasizing customized financial advisory and niche expertise.
Compass Advisors uses 8 technology products and services including Webpack, Microsoft 365, Google Fonts API, and more. Explore Compass Advisors's tech stack below.
| Compass Advisors Email Formats | Percentage |
| First@compass-advisors.com | 86% |
| Last@compass-advisors.com | 4% |
| FLast@compass-advisors.com | 5% |
| First.Last@compass-advisors.com | 5% |
Investment BankingUnited States11-50 Employees
Compass Advisors is a boutique M&A advisory firm guiding entrepreneurs seeking to secure growth capital, personal liquidity, or a business sale.
Compass Advisors's revenue is estimated to be in the range of $10M$25M
Compass Advisors's revenue is estimated to be in the range of $10M$25M