Compass Advisors Employee Directory

Investment BankingMontana, United States11-50 Employees

Compass Advisors is a boutique investment banking firm that concentrates on mergers and acquisitions advisory. Based in Bozeman, Montana, it helps entrepreneurs navigate transactions that aim to provide personal liquidity, enable growth, or lead to a business sale. As a smaller, specialty practice, it emphasizes tailored guidance throughout the transaction process. 

In the investment banking landscape, the firm positions itself as a specialized option for entrepreneurs facing ownership transitions. Its client base consists of business owners seeking liquidity or a path to realize value when selling, as well as those aiming to secure resources to scale operations. The company operates from Bozeman, offering a local boutique alternative within the broader market.

Find Compass Advisors employees' phone numbers or email addresses

Compass Advisors Global Highlights

Location
Employees

North America
25

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  • United States Of America
    24
  • Mexico
    1

South America
1

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  • Brazil
    1

Compass Advisors's Leadership

  • Stylized image of a person
    M. D.
    Founder And Chief Executive Officer
    Phone icon
  • Stylized image of a person
    M. C.
    Managing Partner
    Phone icon
  • Stylized image of a person
    C. G.
    Director, Partner
    Phone icon
  • Stylized image of a person
    J. H.
    Principal Owner
    Phone icon
  • Stylized image of a person
    C. G.
    Partner And Senior Associate
    Phone icon
  • Stylized image of a person
    B. D.
    Managing Director
    Phone icon
  • Stylized image of a person
    J. B.
    Retired
    Phone icon
  • Stylized image of a person
    O. C.
    M&a Analyst
    Phone icon

Compass Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from Compass Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. C.
    Managing Partner
    Phone icon
    United StatesNew York
    May 27, 2026
  • Stylized image of a person
    C. G.
    Director, Partner
    Phone icon
    United StatesMontana
    May 27, 2026
  • Stylized image of a person
    J. H.
    Principal Owner
    Phone icon
    United StatesGeorgia
    Oct 30, 2025
  • Stylized image of a person
    C. G.
    Partner And Senior Associate
    Phone icon
    United StatesMontana
    Jun 08, 2026
  • Stylized image of a person
    M. D.
    Founder And Chief Executive Officer
    Phone icon
    UNITED STATES
    Mar 09, 2023
  • Stylized image of a person
    B. D.
    Managing Director
    Phone icon
    United StatesMontana
    May 27, 2026
  • Stylized image of a person
    J. B.
    Retired
    Phone icon
    May 27, 2026
  • Stylized image of a person
    O. C.
    M&a Analyst
    Phone icon
    United StatesIdaho
    Apr 15, 2026
  • Stylized image of a person
    K. G.
    Recruiter
    Phone icon
    United StatesNorth Carolina
    Dec 30, 2025
  • Stylized image of a person
    K. M.
    Assistant Teacher
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Compass Advisors known for?

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Compass Advisors was founded in 1991 operates in the Investment Banking industry. The company's main headquarters is located in 1610 Ellis Street Suite 3b Bozeman, Montana United States; you can contact the main corporate office by phone at . Explore Compass Advisors's company overview page for more information.

What is Compass Advisors's most common email format?

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Compass Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Compass Advisors email formats with LeadIQ.

How many employees does Compass Advisors have currently?

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Compass Advisors has approximately 17 employees as of June 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are Compass Advisors's key employees and leadership?

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As of June 2026, Compass Advisors's key employees include:

  • Founder And Chief Executive Officer: M. D.
  • Managing Partner: M. C.
  • Director, Partner: C. G.
  • Principal Owner: J. H.
  • Partner And Senior Associate: C. G.

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