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Investment Advisory

Compass Invest is offering a wide range of services for small, medium and large enterprises, including advisory services regarding mergers and acquisitions deals (M&A), debt and equity financing.

We strive to be the leading and credible investment consultant for our clients among which we have different corporations, financial institutions, financial sponsors, governments and public authorities.

Why choose investment consulting services from Compass Capital JSC?

Ние се стремим да осигурим най-добрите съвети
We strive to provide the best advice and results, even in the most complex transactions, in each of the services we offer in order to help our clients achieve their goals;
Ние разработваме индивидуални решения
We will develop individual solutions tailored to your specific needs and situation;
Ние ангажираме нашата дълбока финансова
We will work closely with a network of financial and industrial experts in your benefit;
Ние имаме богат опит в този сектор
We have a vast experience in the sector regarding home and foreign deals.

Financial Advisory/M&A

Business Valuations

In the field of evaluations, Compass Capital JSC places its main focus on the client, providing realistic and objective market valuation of their respective company. Due to our client-focused approach and our extensive experience in the field, we will study in detail the prospects and potential opportunities of the market and the company, as well as any other variables that could affect the value of the company's strategic objectives of its owners, which gives them the privilege of an informed decision and long-term view on business factors.

Business Plans

Similarly, to our “Business Valuation” services, the “Business Plans” are useful for our clients as they provide a realistic and objective overview/picture of their companies which can serve as a basis for further developments. In the Business Plan, we implement all parameters of one business in order to help our customers understand with relatively high level of security the key risks associated with it, their levels and most effective practices to reduce the sensitivity of the company to these risks.

Acquisitions, Mergers and Joint Ventures

Our advisory team has experience with deals in various sectors, industries and markets. We provide impartial advice and support our clients during all stages of the transaction - from the selection, evaluation and approach for reaching out to applicable targets to the structuring, negotiation and financing of their transaction.

Divestitures and Spin-off

When a company, subsidiary or division is about to be sold, our financial experts will mobilize their extensive experience in this area to assist management and the owners of the company during every stage of the deal. Using our network of local and international contacts, we will advise on appropriate sale strategies, consult in the search for potential buyers, accept and evaluate offers, negotiate the best possible conditions for the client.

Management Buyouts (MBOs) and Buyins (MBIs)

Our company provides active support to MBO and MBI candidates with expert and professional advice. This includes the preparation of an effective business plan, the development of reliable financial forecasts and the design of the optimal structure the MBO and MBI deals. Based on the long-term local experience and market expertise of our team of experts, we will assist in defining, negotiating and engaging a suitable private equity, mezzanine finance or lending.

Financial Restructuring

Detailed balance restructuring requires practical experience and substantial financial, legal and regulatory know-how. Our company has sound knowledge of capital restructuring, its instruments and related processes (e.g. the rights and obligations of the company and the board of directors, laws and regulations relating to mergers and acquisitions, delisting requirements), the interests and limitations of the holders of debt and equity (investors and creditors).

Debt Financing

Private Placements

Private placement of debt instruments together with institutional investors in Bulgaria and the EU has been a preferred option for long-term financing for many local companies.

Syndicated Loans

Syndicated loans are an effective way of financing an extensive scope of initiatives such as working capital, refinancing, acquisitions, expansions and/or commercial financing. Our company's credibility within the banking system as well as our expertise in such deals enables us to formulate the optimal structure of the transaction and to identify and engage appropriate creditors for the client's specific needs.

Bridge Financing

In cases when funding in the short term is not available especially for ad-hoc projects, such as opportunistic acquisitions or immediate expansion projects, we are able to structure and provide financing alternatives for the client's business in the form of bridge financing and subsequently arrange for a permanent financing solution.

Structured Finance

In complex case of a need for financing such as projects, leverage, acquisitions and/or real estate acquisition, we will structure and place an innovative financing solution specified exclusively for the client's individual needs.

Equity Financing

Private equity and Growth capital

Our company is well equipped to provide advice on the financing of expansion projects. The acquired financial expertise and entrepreneurial know-how give us the unique opportunity to understand both the requirements of new or well-established companies, and the requirements and limitations of potential investors.

Capital increase and IPO-s

We have proven track record in the successful management of companies' equity offerings. Our team will provide professional advice and support throughout all phases of the public equity financings, including but not limited to valuation, timing advice, structuring of the offering, preparation of the required documentation and marketing of the new issue.