Added to YB: 2026-03-05
Pitch date: 2026-03-02
CODI [neutral]
Compass Diversified
+4.41%
current return
Author Info
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Company Info
Compass Diversified is a private equity firm specializing in add on acquisitions, buyouts, industry consolidation, recapitalization, late stage, and middle market investments.
Market Cap
$550.7M
Pitch Price
$6.80
Price Target
26.00 (+271%)
Dividend
N/A
EV/EBITDA
12.45
P/E
-2.02
EV/Sales
1.68
Sector
Financial Services
Category
special_situation
Liquidations Newsletter - Compass Diversified
CODI (overview): Permanent capital PE vehicle owning majority stakes in 8 cos ($6M-$85M EBITDA). 7.65% holder ADW Capital pushes liquidation, citing external mgmt misalignment driving persistent NAV discount. ADW sees $26/share breakup value vs current price. Liquidation likely 2+ years if approved.
Read full article (1 min)