INVESTMENTS

Investment Criteria

Investments include operating companies, partnerships, funds, financial instruments, and real assets.

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about kompass

Investment Range

$3 Million – $15 Million

Investment Types

Operating Companies
Partnerships
Funds
Financial Instruments
Real Assets

Investment Styles

Expansion Capital
Select New Cos.
Opportunistic Investment Thesis
Co-Investment
Project

Ownership Positions

Strategic Controlling Interest
Active Ownership Participation
Minority Interest w/ Consent Rights
Passive Limited Partner
Security Interest

Investment Horizons

Terminal
Long Term

Key Return Metrics

Risk Adjusted Return
Equity Multiple
Payback Period

Investment Characteristics

Good People
Stakeholder Centric
Value Creation
Management Alignment
Performance Driven Results
Conservative Underwriting Standards
Business Plan & Implementation Framework

KEYS TO OUR SUCCESS

We have a very diverse balance sheet. We invest in many industries and sectors. Yet, we are governed by an investment policy statement. Our IPS allows us to maintain an appropriate portfolio construction.

BRADLEY BERGER
MANAGING PARTNER, KOMPASS KAPITAL