INVESTMENT STRATEGY

Connect Capital to People, Purpose, and Principle

Flexible, values-driven partnerships backed by experience, expertise, and long-term thinking.

EQUITY INVESTMENTS UP TO $1 MILLION - $100 MILLION
across multiple industries and geographies in the lower-middle market

INVESTMENT CRITERIA

INVESTMENT TYPE

Direct   |   Co-Investment
Fund   |   SPV   

REVENUE TARGET

$5M-$50M

EBITDA TARGETING

$1M-$10M

Current Sectors of Interest

We approach every investment with strategy and care,
backed by our commitment to values and people.

FINANCIAL SERVICES

FINANCIAL SERVICES

Scalable, relationship-driven platforms delivering differentiated financial solutions — including asset management, specialty finance, insurance, and advisory models.

CONSUMER SERVICES

CONSUMER SERVICES

People-first brands with recurring demand, strong local presence, and operational leverage — particularly service models built on trust, reputation, and long-term customer relationships.

BUSINESS SERVICES

BUSINESS SERVICES

Essential B2B providers with recurring revenue, defensible market positioning, and opportunities for strategic growth through operational excellence and consolidation.

AGRIBUSINESS

AGRIBUSINESS

Value-driven businesses across the agricultural ecosystem - from production and processing to distribution and land stewardship - supporting long-term, sustainable growth.

INFRASTRUCTURE

INFRASTRUCTURE

Essential assets and platforms supporting energy, connectivity, transportation, and utilities - built for long-term stability, cash flow visibility, and structural growth.

REAL ESTATE

REAL ESTATE

Strategically located assets and operating platforms across residential, industrial, and specialty sectors, focused on durable value creation and disciplined capital deployment.

HEALTHCARE

HEALTHCARE

Mission-critical healthcare and health-adjacent services delivering quality care, operational scalability, and durable demand in evolving regulatory environments.

Guided by our Moral Kompass, Connected by Kapital

It means we’re aligned in more than strategy – we’re aligned in how we work, lead and win. At Kompass, being connected by Kapital means combining what we know – and who we know – to create something greater than the sum of our parts.

Over

100

passive and active investments

across the globe

$1B+

Assets Under Management

500+

Partner Network

Why partner with Kompass Kapital?

Kompass Kapital is a single-family office built for long-term partnerships. Our flexible structure enables faster, more thoughtful decision-making, while our focus on alignment ensures outcomes that benefit all stakeholders.

We offer more than capital. With over 40 years of experience and a network of 50+
operating partners and advisors, we provide hands-on support, deep expertise, and a
highly customized approach—giving our partners both autonomy and access to
resources that drive lasting value.

OUR PORTFOLIO of PARTNERS

Strategic investments. Proven results.

We invest our own capital and invite others to grow with us, building long‑term, stakeholder‑focused partnerships proven through disciplined, values‑driven execution.
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KEYS TO OUR SUCCESS

“We believe great investments start with strong relationships. Capital matters, but alignment, trust, and shared goals are what allow businesses - and partnerships - to grow over the long term.”
Courtney Conrad
Courtney ConradMANAGING PARTNER, KOMPASS KAPITAL
“Our approach is grounded in providing patient, long-term growth capital to support companies, prioritizing alignment, flexibility, and trust.”
Jeff Konnesky
Jeff KonneskyPARTNER, KOMPASS KAPITAL
"We want to partner and invest with people who have the ability to execute and win, but more importantly have good character and a solid moral compass."
Bradley Berger
Bradley BergerCO-FOUNDING PARTNER, KOMPASS KAPITAL
"What sets us apart is our culture and our core values. We don't just put them up on a wall and forget about them. We talk about our core values year-round and really live them."
Alok Srivastava
Alok SrivastavaMANAGING PARTNER, KOMPASS KAPITAL