M&A advisers

ListAlpha's guide to top M&A Advisers
Focus on mid-market and large-cap advisory firms for PE clients
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Compass Point Research & Trading, LLC

Staff:
42
Geo:
north america
usa
Type:
mid market
boutique
Industry:
generalist
Compass Point Research & Trading, LLC is a specialized investment firm predominantly focused on the financial services sector. Established in 2007, it operates as a full-service boutique investment bank, catering specifically to financial institutions and their investors.

The bank provides a comprehensive range of services encompassing investment banking, trading, and research. Its investment banking division offers advisory services and capital raising solutions tailored to the unique needs of clients in the financial sector. Additionally, Compass Point’s trading desk delivers execution services devoted to institutional clients.

Geographically, Compass Point has a presence in key financial markets, enabling it to provide localized insights and support. The firm emphasizes its competitive advantage through deep industry knowledge, delivering timely, actionable insights to its clients. With a dedicated research team, it is well-equipped to offer tailored research and market analysis, contributing to informed decision-making.
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