About

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Compass Point is a premier independent, full-service investment bank founded in 2007 by industry experts to fill a niche in the financial services industry. We offer deep industry sector expertise, a diverse range of investment banking and advisory services and an unwavering commitment to help our clients succeed. Unique in today’s commoditized investment community, we offer high-touch services to our clients. We recognize that our success is measured by the success of our clients. As a result, leading financial institutions rely on Compass Point to help them navigate the equity capital markets.

At Compass Point, we have the expertise and resources to provide trusted advice and service in the following areas:

  • Specialized Equity Research
  • Public and Private Capital Raising and Financing
  • Mergers, Acquisitions and Divestitures
  • Strategic and Financial Advisory Services
  • Balance Sheet Valuation
  • Equity Sales and Trading
  • Washington Policy Analysis

Our team has a proven track record of delivering creative, timely solutions and ideas to our clients. We invite you to learn more about our company and the services we offer.

Compass Point is headquartered in Washington, D.C. with offices in New York and Boston.

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