CLIENT SUCCESS CASE STUDY A STRATEGIC COMBINATION LEVERAGING THE UNIQUE SKILLSETS OF TWO WELL-POSITIONED, SYNERGISTIC PARTNERS The Situation The senior leadership of Compass Health Advisors created a transformational, cloud-based, software tool designed to improve cost, transparency, and patient engagement within the healthcare industry. The Company achieved strong traction with many prominent insurance networks, but recognized they required a catalyst to fully capture the market opportunity. How BCCF Helped BCCF was hired to help the Management and Shareholders of Compass holistically assess their business plan and strategic alternatives. This process included a valuation exercise in addition to an evaluation of capital markets accessibility for conti

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