Advisory | CIG

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.

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.

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.

Operations is the connection between strategy and execution.

This includes both establishing and maintaining business processes and the organizational design that ensures ongoing cohesion among all levels of the organization.

Market Analysis

We assess business opportunities to improve metrics such as new market entry, supply chain management, and strategic partnerships that support profitability and growth. We apply research from previous deals to propose solutions and roadmaps to realize success.

Process Improvement & Optimization

We conduct workbench analysis to baseline current operations and identify new workflows, technologies, and capabilities to develop quantitative enhancements to throughputs.

Organizational Management

We strategically coordinate and optimize company resources, processes, and human capital to achieve its goals and objectives by encompassing a diverse range of functions.

Strategic Planning & Program Management

We provide the nexus between strategy and execution by developing and instituting mechanisms that steer organizations towards success.

Our IT process includes system design through requirements gathering and IT architecture.

We develop the framework and requirements of operating and auxiliary systems that drive the underlying functionality to help organizations realize their objectives.

Data Integration and Integrity

Our team establishes processes and procedures to ensure that information systems possess data that is attributable, legible, contemporaneous, original, and accurate.

This enables clients to ensure they can transform reliable data into impactful information.

Quality Assurance

Our consultants establish guidelines for processes and outputs to assure that tools and users operate together as intended.

This means localizing industry best practices to company objectives so that the issues are identified and addressed to reduce inefficiencies.

Enterprise Architecture

We develop the business requirements and migration strategies for legacy IT systems.

By working with CIOs, IT teams, and business leaders, we analyze and develop future state IT solutions for business that improve cohesion and reduce total cost of ownership.

System Development Life Cycle (SDLC)

Our team serves as project managers that provide the strategy for IT solution development and implementations.

Our analysis and design work allows for business leaders to make decisions throughout the process that deliver high functionality and value in a timely manner.