Investment Banking

Our specialized Banking team leverages their extensive transaction experience to provide a comprehensive suite of public and private investment banking and advisory services tailored to meet our clients’ needs.

Research

Our Research team uses their unique combination of deep industry knowledge, unbiased opinions and forward-thinking ideas to provide clients with timely information and actionable investment ideas.

Equity Sales & Trading

Our experienced Institutional Sales & Trading professionals work diligently to provide superior client service and executions for our clients. Our Corporate Access team delivers corporate outreach to our institutional investors.

Who We Are

Compass Point is a leading full-service middle market investment bank. We provide innovative solutions for entrepreneurial businesses and their investors.

We offer middle market companies and their institutional investors a full suite of investment banking, advisory, research, and institutional sales and trading services. 

When you partner with us, you gain access to our expertise, our expansive distribution network, and people who care about your success.

Recent Transactions

Compass Point