Cater Investment Group was incorporated in 2018 as a growth equity firm focused on bridging the gap between the U.S. market and international innovation. We invest directly in businesses with strong operators and great ideas that are seeking opportunities to scale.
Our story
Both sides of the value-creation equation.
Since our founding, we have built a full-scale consulting practice that adds value to portfolio companies and advisory clients alike.
CIG sits at the point where winning strategy meets disciplined execution, creating value for all of our stakeholders: our investors, our clients, and their teams.
To realize excellence by generating value for our clients and their affected stakeholders through global expertise and analytical rigor.
Our values
01
Empowering people
Strong organizations are created from strong people.
We believe in investing time and resources to develop our people so that they are empowered to realize their full potential and help others along the way.
02
Be “one” and “many”
The whole is greater than the sum of its parts.
We want our members to be unapologetically themselves and bring unique perspectives to represent a diversity of voices in pursuit of a shared goal.
03
Find your best self
Overcoming limitations to exceed expectations.
We are obsessed to be the best to achieve our clients’ goals. We thrive on analytical rigor and practical application to provide actionable solutions that generate results.
04
Do well and do good
We believe in realizing shared value.
As an entity with both private and public sector roots, we know that finding solutions does not have to be a zero-sum game. We are passionate about creating sustainable solutions so all stakeholders can excel.
Alex leads Cater Investment Group and the finance and operations work of its advisory practice. Before CIG, he led M&A and strategic initiatives for Samsung in South Korea, and he brings management consulting experience from Booz Allen Hamilton.
He also serves as a fractional CFO for venture- and private-equity-backed growth companies, and has advised organizations across five continents.
He holds an MBA from the Wharton School of the University of Pennsylvania and a BBA from the Ross School of Business at the University of Michigan.
Full bio
The team
A small team with deep experience.
Finance, operations, real estate, investment analysis and organizational change, under one roof.
Kevin has decades of experience implementing change management initiatives across private and public entities, specializing in HR policy and stakeholder engagement.
He holds an MS in Multilateral Diplomacy from George Mason University and a BA in Political Science and Economics from Florida A&M University.
Sam leads real estate and real estate services due diligence and analysis. He also leads Cater Property Management and investment analysis for new ventures.
He holds a BS in Computer Engineering from Kettering University.
Isiah specializes in investment analysis and deal sourcing for CIG and its advisory practice. A trained investment banker, he provides quantitative valuations and risk assessments.
He holds a Bachelor of Commerce degree from Makerere University and a professional certification in banking.
Princess supports research, CRM and business development across the firm. She assists with market research, CRM management, data organization and identifying potential business opportunities.
She holds a Bachelor’s degree in Computer Science from Central Mindanao Colleges.
