Compass Advisors works hard for our clients' success, and we love to tell their stories.


Some stories are just too remarkable not to tell. The following case studies not only offer a compelling glimpse at what's possible, but also illustrate our work in identifying and realizing client goals, while supporting economic growth, maximizing investment opportunities, and negotiating customized exit strategies.

Evolv Case Study

Svalinn Case Study

Rex Specs Case Study