The Coles Bay Group takes a very simple but patient approach to ownership transitions:
• Retain founders for short but well-orchestrated transition
• Assure stakeholders it’s “business as usual”
• Stand up CFO-caliber financial tools and analyses
• Manage cash flow like a hawk
• Learn operations inside-out
• Get to know all key constituents
• Assess team’s strengths and weaknesses
• Study cases for and against various growth avenues
• Assess operational capacity for growth plans,
tipping point for facility move etc.
• Strengthen team with realigned executive
assignments and key hires
• Develop incentive plan
• Prepare sales & marketing platform
• Implement strong business processes
• Deleverage business
• Ensure capitalization and liquidity
are sufficient for growth
We are primarily focused on opportunities meeting the following criteria…
The Coles Bay Group is generally industry agnostic and very open minded. We would look at any worthwhile investment
which meets returns criteria, including starting a new business within a proven industry. Our primary geographic focus is Canada and the United States, but we are open to investments in other English language countries.
We’d love to hear from you…
Former CEO and current public company board member
Senior partner at Big 4 accounting firm
Managing director at leading consulting firm
Private company investor and board member