Page 87 - TACC 2023 Program

A St. Louis Firm with
Midwestern Values

WHO WE ARE

Compass Group is a St. Louis-based private investment firm that partners with small-to-medium sized private
companies that prioritize people, values, and results. The firm launched in 2015 to leverage the group’s
experience as entrepreneurs, business owners, and executives to invest alongside owners and management
teams of closely held businesses with a focus on long-term value creation.
The firm recently completed the successful closing of its first pooled fund of $255 million. We are seeking to
partner with high-quality companies and offer the capital, operational expertise, and strategic guidance to
support management teams in accelerating growth, exceeding historical performance and creating market
leading businesses.

OUR INVESTMENT APPROACH
We are top-down, thesis-driven investors. We WE INVEST IN SMALL COMPANIES WITH BIG IDEAS
take a proactive approach to identifying attractive People First Motivated management team that
areas of the market that excite us and we pursue seeks to transition with the business to steer it
them with conviction. Through partnering with the through the next growth phase
right people we seek high quality investment
opportunities that align with our theses. Winners Sustainable competitive advantage
and defensible market position whether through
a unique business model, IP, technological advantage
Platform Enterprise value of or otherwise
Investments $20 to $100 million Growth Oriented A clear path toward expanding
market position that can benefit from additional capital
EBITDA Between $2 and $12 million and operational resources

Industries Niche Manufacturing & A DIFFERENTIATED MODEL
Value-Added Distribution
Business & Consumer Services Values Oriented We employ a people-first approach
and maintain high standards of ethics and integrity
for ourselves and our partners in everything we do
Location North America
Partnership We are aligned with our management
Investment Buyouts; Recapitalizations; teams through meaningful equity and enable them to
Dynamic Family Succession; Carve-Outs; succeed by providing operational and strategic
Industry Consolidations support
Thematic Strategy We are not agnostic investors; we
invest in areas aligned with our expertise to drive
value through operational skill, not financial
engineering
AREAS OF INTEREST

NICHE MANUFACTURING & DISTRIBUTION BUSINESS & CONSUMER SERVICES
Advanced Materials Testing, Inspection, Certification & Measurement

Industrial Automation/Motion Control Business Process Outsourcing

Test & Measurement Devices Specialty Physician Practice Management

Specialty Kitting, Fulfillment and Packaging Home Services

Will consider all sizes and locations for
TO DISCUSS NEW OPPORTUNITIES
add-on acquisitions. We do not invest in
Stu Noel, Director Jonathan Babcok, Associate retail, hi-tech, bio-tech, restaurants,
314.384.1102 | [email protected] 314.384.1106 | [email protected] financial services, real estate, or consumer
products.

7701 Forsyth Boulevard | Seventh Floor | St. Louis, MO 63105 | O: 314.721.2800 | W: cgep.com