Sell-Side Advisory

Selling your business is a once-in-a-lifetime decision — and we treat it that way.

Your Exit Journey, Expertly Navigated

Selling your business is a once-in-a-lifetime decision — and we treat it that way. At Compass Capital, we deliver discreet, senior-level advisory built on long-standing trust and proven judgment. We combine strategic expertise with AI-driven targeting to execute a process that’s structured, strategic, and stress-reducing. As your one-stop partner, we shoulder the transaction’s complexity — so you can focus on your business and your future.

The Compass Capital Sell-Side Process

1. Strategy: Defining Direction with Precision

We begin by aligning on your goals, approach, and the narrative that will position your company for maximum interest. This is a senior-led exercise — clarifying what kind of outcome you seek and how we’ll get there.

2. Sourcing & Screening: Broad Reach, Precise Focus

Using a mix of thematic insight and AI-enhanced analytics, we build a tailored target list of potential acquirers, from strategic buyers to financial sponsors. We screen, filter, and prioritize — ensuring that outreach is both wide and focused.

3. Initial Evaluation: Controlled Discovery

We engage in first meetings, facilitate NDA execution, and manage buyer education with care. You remain in control of messaging, while we qualify interest and gather business case feedback to guide next steps.

4. Negotiate Term Sheet: Deal Framing with Discipline

Once the right buyer emerges, we move into exclusive discussions. We negotiate key terms, align incentives, and ensure that the term sheet supports your priorities — not just valuation, but also structure, timing, and strategic fit.

5. Due Diligence: Confidence Through Control

We coordinate the diligence process, proactively manage data flows, and mitigate deal fatigue. From Q&A to stakeholder presentations, we shield you from distractions while preserving negotiating leverage.

6. Deal Closing: Execution Without Surprises

We work alongside legal and tax advisors to finalize documents, structure the transaction, and ensure a seamless signing and closing. Our senior team stays engaged through every detail — to protect your interests and deliver results.

Your Role, Our Partnership

Your involvement is focused where it creates the most value: setting strategic direction, sharing institutional knowledge, and shaping buyer conversations with authenticity. We manage the rest — handling diligence, outreach, and negotiations with discretion and rigour.

You will be personally advised by senior M&A professionals with decades of experience. We understand the emotional and financial weight of this moment — and we bring the judgment, care, and clarity it demands.

Ready When You Are

If you’re considering a sale — whether now or in the coming years — let’s start the conversation. The earlier we engage, the more options we can preserve. At Compass Capital, your legacy is our compass.