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FINANCIAL SERVICES / REALISED

Beltone Financial

Turning potential into progress.

A financial services investment shaped by organisational change, a clear strategy, and focused execution.

Beltone Financial logo
INITIAL INVESTMENT2012
SECTORFinancial services
INVESTMENT STATUSRealised in 2015

THE INVESTMENT STORY

Potential.
Partnership.
Progress.

Financial servicesBusiness transformationOrganisational development

Compass acquired a minority stake in Beltone Financial in 2012. The investment focused on the opportunity to improve the business and strengthen its position in the Egyptian financial services market.

Working with the company, Compass supported changes to the organisational structure, strategy, and financial management. Beltone returned to profitability within eight months of the investment, according to the firm’s published investment history.

Compass fully exited its investment in Beltone Financial in November 2015. The experience forms part of the firm’s track record in business transformation and financial services.

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KEY MILESTONES

A journey
of development.

2012

The investment

Compass acquires a minority stake in Beltone Financial.

2012–13

Business transformation

Organisational and strategic changes support a return to profitability.

2015

Investment realised

Compass exits Beltone Financial in November.

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A SHARED DIRECTION

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