Functional experts. true partners.
Experienced operators. Real partners.
Compass Guides are not advisors or consultants who drop a deck and disappear. They’re not observers on the sidelines. They are hands-on partners who work alongside you and your management team to turn priorities into progress and goals into reality.
Promises are easy to make. But it takes knowledge, experience, and commitment to deliver. That’s where the Compass Guides shine.
Who are the Compass Guides?
Compass Guides† are a dedicated group of functional experts across finance, marketing, technology, human resources, and legal.
Each Compass Guide brings years of experience crafting major strategic initiatives, a level of insight and perspective that typically lives at much larger companies.
The Compass Guides have learned first-hand what sustainable growth demands, and how to bring it to the lower-middle market, where we believe it can make the biggest difference.
†See Defined Terms
Meet the Compass Guides
Each Compass Guide leads a defined set of capabilities for our portfolio companies. Their work is practical, targeted, and grounded in operating experience.
See the Compass Guides in action.
Kinetiflo Group
Formed when legacy pump brands Integrity and Continental came together, Kinetiflo needed a brand platform to showcase the new integrated company. This is foundational work, with trade media, PR, and other materials that will feed the new, always-on marketing approach for years to come.
“This has truly been a ‘ground up’ project, creating a new name, logo, photo/video collateral, website, go-to-market strategy, advertising strategy, tradeshow booth and voice in the marketplace. The time and energy they have invested into our business is notable.”
Jim Aubrey, Kinetiflo CEO*
EPIC Systems
EPIC Systems provides manufacturing process and industrial automation solutions. Our Digital Transformation process streamlined CRM integration with their sales funnel. We built scalable, repeatable, AI-driven proposal workflows that maintain voice and standards while accelerating response times.
“The GPT-based proposal builder is a good example of a low-risk, high-potential payoff activity and highlights how the Compass Guides have helped the team.”
Mike Higgins, EPIC Systems*
See the impact Compass Guides can have on your business.
*Testimonials of portfolio company CEOs are provided to demonstrate the benefits of working with the Compass team. They are not provided to solicit investors in a Compass fund. Some CEOs featured in the testimonials may also have an interest in a Compass portfolio company or fund; such CEO’s testimonial is not offered on the basis of being an investor but rather as someone who works with the Compass team. No CEOs were paid for their endorsement. There is a conflict of interest in these unpaid testimonials and endorsements in that all executives stand to benefit from Compass’s success and their company is owned or partially owned by a Compass fund and thus is intended to provide favorable references.
