Growth Acceleration 

Our marketing team will provide advice to build an efficient and effective marketing platform.  We bring years of experience and interconnectivity to the tools and platforms that create awareness and drive opportunities for sales. 

Profitability Strategies 

Both through pricing maximization and cost containment, our financial teams will endeavor to reduce costs while ensuring the maintenance of quality support for clients and their customers.  Working with existing management, we build the processes and controls that will prevent leakage. 

Performance Management 

Our human resources team will implement performance management tools to create a manageable and effective approach to performance management, leveraging off agreed upon KPIs and accountability at all levels of the company. 

Access to Capital 

Capital access advisory begins with understanding the objectives of our client and the long term goals regarding growth and exit.  Through structuring appropriate capital offerings, access to the Coleridge Advisors network of capital providers, support of the capital raising process and the post raise capital partner management process, we endeavor to deliver the fuel that our clients need for growth and value maximization. 

IPO & Exit Planning 

The Coleridge Advisors team has significant transactional and public markets experience.   In each business cycle, and for each company, the path to value maximization will be different.  Our team will advise on readiness during the growth cycle for any potential exit and help manage the exit process through the end. 

Business Process Outsourcing 

Let our team at Coleridge Advisors take the burden of your business processes so that you can focus on the development, sales and distribution of your products. 

• Accounting and Financial Reporting 

• Human Resources 

• Investor Relations 

• IT Infrastructure 

• Marketing 

• Real Estate/Office Lease Management 

• General Administration