Elevate Your Strategy with Carlisle Advisors Services.
Our Services
High Leverge Funding
- Proven Track Record - Over $500M Funded with 1800+ Trustpilot reviews.
- High Industry Approval Rate - 90% of businesses get approved for funding.
- Best Network in the Industry - We have deep ties to our 75 premium lending partners.
- Same Day Funding - Receive funds in as little as 3 hours.
Sales Representation and Partnership Facilitation
- Access to Trusted Partners: We have established relationships with reputable companies, ensuring you gain access to trusted partners for your specific needs.
- Expertise in Innovative Solutions: With our in-depth knowledge of the industry, we connect you with cutting-edge solutions that can drive your business forward.
- Tailored Solutions: We work closely with you to understand your unique requirements, providing customized solutions that align with your goals and objectives.
- Seize Growth Opportunities: Our strategic partnerships open doors to growth and expansion, helping you capitalize on new opportunities and stay ahead in your market.
Commodity Risk Management
- Event Clarity - Provide certainty to decision-makers concerning future events.
- Risk Frequency and Loss Quantification - Identify, Assess & Quantify the frequency of risk & possible losses.
- Strategic Risk Control and Optimization - Control Risks through specific strategies to minimize risks and optimize its opportunity risk profile while understanding its objectives and strategies.
- Executive-Board Communication Enhancement - Bridge the gap between the Executive team and Board Members through specific proprietary risk management tools to better communicate high-level information in a timely and efficient direct-to-the-point manner.
Patron Risk Management
- Comprehensive Risk Management Toolkit - The use of multiple internal and external programs provide patrons with risk management tools otherwise not available through conventional channels.
- Risk Management Solutions - Advanced risk management capabilities and reporting are offered to better provide services for patrons who choose conventional risk management.
- Collaborative Risk Management Excellence - Through the cooperation of our strategic partners, a streamlined approach to risk management offers patrons the comfort and reliability of accurate coverage and reporting.
Strategic Management
- Planning Support - Guidance of the executive team through a strategic planning process that produces a clear vision of the future, a company mission statement, crystallizes the company's beliefs and values, and establishes corporate objectives and strategies.
- Metrics through the use of a performance model of the firm, identify KPI's that drive profitable performance. A balanced scorecard will be built to align performance expectations from the executive suite to individual associates.
- Project Evaluation by preparing strategic and financial evaluations of large projects. Likely financial returns and assessments of key risks are appraised. Financial and operation models are built by Carlisle to quantitatively value the business opportunity.
- Corporate Development is where Carlisle can help identify, analyze, and structure deals to acquire or divest strategic assets. This assistance includes working with banks and other financial institutions to enable these transactions. Carlisle's continued support of the transactions with management services during and post-transaction to insure the expected financial benefits are realized.
Startup Advisory Services
- Business Plan Design -Develop comprehensive and compelling business plans tailored to your unique vision and goals .
- Value proposition crafting - Define and refine your unique value proposition to effectively differentiate your business in the market.
- Pitch deck creation - Create impactful and persuasive pitch decks that captivate potential investors and stakeholders.
- Strategic market analysis - Conduct in-depth market research and analysis to inform your business strategy.
- Competitive positioning - Identify and leverage your competitive advantages to gain a strong foothold in the market.
- Financial modeling - Build detailed financial projections to support your business plan and funding efforts.
- Investor readiness assessment - Evaluate your business's readiness to attract and secure investments.
- Business Growth Strategy - Develop strategic plans for sustainable and scalable growth in the long term.
DCM and Futures Exchange Advisory Services
- Regulatory Compliance - Assist clients in understanding and adhering to the complex rules and regulations governing DCMs and futures exchanges.
- Licensing and Registration - Guide clients through the licensing and registration process required to establish a DCM, ensuring all necessary paperwork is completed accurately and promptly.
- Market Structure Design - Advise on the optimal market structure for the DCM, including trading instruments, contract specifications, and clearing mechanisms.
- Technology and Infrastructure - Offer insights on selecting and setting up robust trading systems, matching engines, and other technological infrastructure for smooth operations.
- Business Planning - Help firms develop a comprehensive business plan for launching and operating a DCM, considering factors like market analysis, target audience, and financial projections.
Supply Chain Management
- Analytics: Carlisle has developed a system mass balance modeling tool to assess the flows of milk fluids and milk solids from farm to plant to the customer. This tool is used to identify major cost constraints and blockages.
- Metrics: Carlisle has developed a set of KPI’s to measure the effectiveness of transportation, conversion, and cost found in the supply chain.
- Supply Chain Strategies: Carlisle principals have lead supply chain changes that have significantly improved supply chain performance—hauling policy, new facilities, new warehousing, and new conversion facilities to improve overall system performance.
Financial Management
- Analytic Support: Development and construction of company and business unit operating and financial models. If needed, Carlisle can provide an outside assessment of various options—financing, marketing, supply chain alternatives, cost containment programs, new products, acquisitions, etc. These assessments always consider the impact on the firm’s ability to create value for the owners.
- Cost Management: Use of bench-marking and other approaches are used to identify high return areas of cost management.
- Key Performance Indicators: Using a performance model of the firm, identify KPI’s that drive profitable performance of large, strategic projects. These projects could include—large IT systems implementation, major capital expenditures, acquisitions, mergers, etc.