top of page
Cater Advisory Group logo - Finance and Operations Consultants

Cater Investment Group’s advisory function performs strategic and management work to drive value for ongoing operations.


Cater Advisory Group (CAG) is paramount in delivering value for clients and portfolio businesses. CAG provides strategic guidance and drives tangible results through executable solutions.

Green Hills
Digital Communication

Developing and executing a financial strategy formulates the building blocks of any organization.

We provide financial best practices for organizations pursuing M&A and strategic partnerships as well as organizations seeking to improve profitability through special initiatives or business-as-usual (BAU) activities. Our experience across industries provides unparalleled insight to business leaders to drive impact.

Process and Quality Assurance

Due Diligence

We lead efforts to assess the dynamics of the target business to outline risks and opportunities for success.

We achieve this by conducting financial analysis of historical performance and developing projections based on realistic scenarios derived driven from market dynamics and acquirer business strategy.


M&A Valuation and Integration

We determine transaction value for deals that will result in overall growth. 

We leverage information of the specific target and market data to develop deal structures that maximize value for all applicable parties.


Financial Planning & Analysis (FP&A)

We direct and execute activities associated with planning, budgeting, and forecasting. 

We develop financial models that drive reporting insights and institute program management reviews that track actuals against projections over time.


Strategy & Analysis

We develop an analysis of overall business landscape to provide a strategic fit assessment with the acquirer. 

Our evaluation includes valuation range and technical evaluation of the target’s capabilities to estimate total cost of integration.

bottom of page