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Institutional Investor Frequently Asked Questions

Q: When was the company founded?
A: Coleman Research Group was founded early 2003. Initially known as Knowledge Direct, the name was changed to more accurately reflect our conscious efforts - established and maintained by our founder - to build long lasting business relationships. Having the Coleman name on the door emphasized this commitment.

Q: Can you provide examples of industry professionals in your database?
A: Coleman Research Group's Executive Forum Members are leaders in their respective fields, and include physicians, managers, distributors, resellers, lawyers, professors, consultants, researchers and business executives.

Q: How large is your database?
A: We have tens of thousands of contacts. At CRG we focus on the quality of contacts - and our ability to match the right contact with the appropriate client request - versus the sheer number of people asked to join our network. CRG saves you time, energy and money by assigning the right expert for the appropriate situation.

Q: How quickly can you turn around a request?
A: Most requests are filled within 48 hours, some requests take only a few hours and some take longer then 48 hours. CRG's goal is to get the right person on the phone with you the first, second and third time.

Q: Do you cross market the ideas bought to you by your clients?
A: No, we never cross-market ideas. The information you provide to us is confidential. We do not have a trading desk and our employees sign restrictive agreements to maintain client confidentiality.

Q: Why should I use Coleman Research Group's service?
A: CRG is focused on the needs of our clients. We identify and put you in contact with industry experts in a short period of time and keep your research and education costs under control.

Q: What sectors do you cover?
A: CRG provides our service across all sectors globally including legal and accounting. Our internal research teams are separated into the following groups: Technology/Media/Telecom, Healthcare, Retail/Consumer/Leisure, Business and Financial Services, and Energy/Industrials/Basic Materials.

Q: How do we begin a relationship?
A: Please fill out our Client Request form and we will set up a time to come to your office to explain everything we offer and how we can work together.


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