Who we Work With
PE-Backed and Under Pressure to Perform
Your sponsor expects institutional reporting on a tight cadence. Your team is stretched and the next board call is coming fast. We step in so you show up with authority.
Family-Owned and Ready to Run Tighter
You've built something real. Now you want to run it tighter, understand your margins and make every decision with confidence, not gut feel.
Performance-Focused and Running to Win
Not thinking about a sale. Just want to run a better business. The analytics that drive profitability today are the same ones that build enterprise value tomorrow.
Planning Ahead for a Future Transaction
A transaction is on the horizon. The businesses that command a premium have clean, defensible data infrastructure built long before any buyer arrives.
What Compass®
Delivers
- Faster close. Month end done in days not weeks with automated consolidation across your systems.
- Board ready reporting. Delivered on time with variances explained and the story told clearly.
- Diligence ready from day one. When a buyer asks, the answer is already built.
CFO – VP of Finance
- Operational KPIs you can trust. Always a current picture, never stale data.
- Staffing decisions backed by evidence. See who your strongest performers are and why.
- Finance and ops connected. Every leader working from the same numbers.
COO – Head of Ops
- One view of the whole business. Financial and operational data unified in one place.
- Performance visibility across every function. Not just finance.
- Exit ready from day one. Clean data makes the business more valuable however far away a transaction is.
CEO
- Margin by customer, product and channel. Know exactly what is driving growth and what is not.
- Pipeline and conversion visibility. Backed by clean reliable data not spreadsheet pulls.
- Self serve dashboards. Your team gets answers without waiting on finance.
Sales Leadership
- Consistent portfolio visibility. The same metrics tracked the same way across every company.
- Rolling cash flow clarity. Liquidity risks surface early not at the board meeting.
- No fire drills. Reporting is already built when you need it.
PE Sponsor
See where Compass®
Makes the Difference
Makes the Difference
Our experts have done this hundreds of times. When a buyer or auditor arrives, your data room is already built and your numbers hold up.
We work across every part of your business, not just finance.
The same connected data layer powers reporting for your whole leadership team.
Cash flow visibility you can trust
Rolling forecasts built around your actual business cycles. Stay ahead of surprises with clarity you can plan from, not gut feel.
Margin and Profitability Know what is really driving performance
Our experts consolidate data across products, customers and channels to surface true margin drivers and unlock EBITDA growth.
Investor Reporting
Show up ready for every board or sponsor.
Reporting that stands up under scrutiny every time
Board packs, lender covenants and diligence requests handled without the scramble.
KPIs and Dashboards
Track the metrics that matter most Consistent KPI tracking across finance, operations, sales, marketing and HR.
Business-wide Analytics
Compass bridges financial and operational data so every leader works from the same picture. Cut waste, improve margins, grow together.
Due Diligence
Pass scrutiny when the stakes are highest.
Have your Bags Packed
Opportunity Doesn’t Always Give You Much Notice.
A great business shouldn’t have to scramble to get ready when an investor calls, a lender asks a question, an acquisition opportunity appears or the timing is suddenly right to sell.
That is why good financial hygiene matters long before a transaction is on the calendar.
Team Compass helps keep the fundamentals in order every month — clean data, reliable reporting, understood profitability, defensible KPIs, stronger forecasts and the analysis behind the numbers.
So when opportunity knocks, you aren’t getting ready. You’re ready.
Think of it as keeping your bags packed. You may not know exactly where you’re going next — but you won’t be starting from scratch when it’s time to go.
Meet Some of the Team Compass Operators
Our Clients trust us because we deliver. We bring the right expertise, stay close to the work and give leaders the confidence that things will be done right - Time after time."
Bennett Celichowski | Director
From Our Clients
What happens when the data finally works.
Real words from businesses that have been through it.
It is generating a ton of productivity for the finance team. Finance used to produce manual reports for the sales team. Now the sales team logs in directly and accesses the data without looping in finance at all. Everyone wins."
Consumer Petcare | Compass Client,
11 months
On March 1st, I already have February’s revenue and gross margin. Other businesses in our portfolio won’t know that for another month."
Private Equity Operating Partner | Manufacturing Client
Our CEO and leaders start their morning with the dashboard. It’s the pulse of the business."
Finance Director | Manufacturing client
How it Works
Investor-grade
Clarity from 30 Days.
Clarity from 30 Days.
Three phases. Clean data and your first reporting cycle delivered before your next close.
Data Gathering + Preparation
We integrate your systems, validate your data, and align key metrics across Finance, Operations, and Sales. A clean, connected foundation from week one.
Deliverable Design + Build
We build your dashboards, reporting templates and cash flow models, refined until they match exactly what your business and investors expect.
Ongoing Processes + Optimization
We manage reporting, KPI reviews and performance tracking every month so your team stays focused on running the business.
The Compass Portal
Where your
Data and Decisions Live
Data and Decisions Live
Your data, dashboards, reports, and tasks all in one place. Connected to your Compass experts, powered by Smith AI. Every board pack, KPI scorecard, and margin analysis lives here, giving leadership real-time visibility into the numbers that matter.
The Team
Built by Experts
who Have Been There.
who Have Been There.
Our Directors, Analysts and Advisors have supported hundreds of PE-backed businesses through growth, change and transaction, bringing one mindset to every engagement: get it done, get it right, make our clients look like champions. Built for the long term, not a one time engagement.
CASE STUDY
Empowering Financial Clarity and Agility for Kano with Compass
Client: Kano Laboratories, a well-known manufacturer of industrial lubricants and penetrants, operates across multiple entities.
Key Problems: Manual processes, unreliable data attribution, and limited visibility into cross-entity sales hindered the company’s financial operations. These inefficiencies not only slowed decision-making but also had the potential to delay key M&A processes such as Quality of Earnings evaluations and M&A preparedness.
Solutions: Implemented Compass® by EBM Software, achieving a centralized, reliable foundation for reporting and decision-making, saving time, reducing manual efforts, and enabling more confident and agile actions.
Results:
- Centralized source of truth
- Month-end roll forward cut by 67%
- Reduced reliance and cost on third-party advisors
- Real-time margin and sales insights
- M&A-ready infrastructure
