Compass Guides: Subject Matter Experts On-Demand

At Compass Group we have a unique approach to supporting our portfolio. Instead of relying heavily on a traditional operating partner model, we’ve rolled out our Compass Guides program to bring senior-level functional expertise in the areas of Human Resources, General Counsel, Digital Transformation, and Marketing.

The concept of Compass Guides originated several years ago from feedback shared during an annual executive meeting led by Compass Group’s Managing Partner, John Huhn. Many portfolio companies highlighted the need for specialized support, especially in the area of Human Resources, to strengthen their operations. As a result, Jaynanne Calaway-Habeck was brought on as the first Compass Guide, offering decades of Human Resources experience, both in-house and in consulting roles.

Over time, additional Guides have been added to the team based on the needs of the portfolio companies. “It’s an ongoing conversation,” said John. “We're constantly seeking our partners' input on how we can best support them.”

Mike Higgins, CEO at EPIC Systems, stated, “Tactically, through their Compass Guide model, they bring expertise in HR, legal, technology, and marketing that we as a small business could not afford on our own.”

The impact of the Compass Guides program in 2023 has been nothing short of remarkable: Guides received more than 250 project requests, and successfully completed more than 180 projects, spanning from refining day-to-day operational strategies within departments to transformative initiatives that help to open up new revenue streams.

Beyond the numbers lies the true testament of success—the stories of partnerships strengthened and challenges conquered. Each completed project shows Compass Group’s commitment to the growth and success of our portfolio companies.

“The invaluable support brought by the Compass Guide team cannot be overstated,” said Corey Creekmore, Digital Marketing Manager at Florida Energy Water & Air, who works with Compass Guide Brad Fitzgerald on the company’s marketing strategy. “We’re grateful for all the Guides’ willingness to jump in and help us grow.”

Our experienced team of Compass Guides support the portfolio in a wide range of projects:

Human Resources | Jaynanne Calaway-Habeck

  • 9 box for talent management
  • Personality & leadership testing
  • M&A Due Diligence
  • Recruiting strategy
  • Executive compensation
  • Employee salaries & incentives
  • Annual review & compensation process plans
  • Guidance on investigations
  • Change management
  • Employee engagement surveys

Digital Transformation | Jason Caulk

  • M&A Due Diligence
  • IT Assessments
  • Strategic Plan (Discovery & Development)
  • Product Roadmaps
  • Software Design
  • Customer Experience Design
  • Vendor Assessments / Selection
  • Contract Review and Negotiation
  • Intellectual Property
  • Pricing Strategy
  • Platform Design
  • Innovation Process

Marketing & Brand Strategy | Brad Fitzgerald

  • Marketing Strategy
  • Digital Marketing
  • Social Media
  • Content Creation
  • SEO
  • SEM
  • Crisis Communications
  • Public Relations
  • Marketing Data Analysis
  • Advertising
  • Websites
  • Events
  • Internal Communications
  • Email Marketing

Legal | Joe Mantovani

  • Mergers, acquisitions, and divestitures
  • Corporate governance
  • Commercial contracts
  • Due diligence
  • Joint ventures
  • Cross-border transactions
  • Corporate finance and securities
  • Employment issues and negotiations
  • Exit planning
  • General outside counsel skills in leveraging and overseeing team of legal specialists to assist in any specific legal area.

If you want to learn more about our Compass Guides team, drop us a line and we’re happy to chat!

Learn more about our areas of interest.

Note: Compass Guides include a blend of full-time employees and contractors. They are paid by Compass Group Management and are reimbursed by monthly retainer fees paid by the portfolio companies for which they work. No fees received by the Compass Guides are offset against management fees.