Cater Investment Group
“Our favorite holding period is forever”
- Warren Buffett
Our investment strategy consists of searching for firms that have strong business fundamentals, and capable operators to realize growth for our investors.
We develop deal structures that allow for effective collaboration between the leadership team and our advisory members. Our team is uniquely positioned at the nexus of finance and operations to help all stakeholders generate “win-win” situations through our action-based approach to value creation over the long-run.
What We Look For
01
Deep expertise and track record of leadership team
We look for operators that have been leading the business for at least 5 years and have demonstrated growth of revenue and/or market share in a large market.
02
Established business financials
We look for businesses that have either recurring revenue models or those that have platforms that encourage regular usage to drive value.
03
Continued commitment to growth
Our target portfolio firms have leaders that have the skills and drive to take the business further but lack the capital, capacity, or strategy to do so efficiently. We seek opportunities to add value to these firms so that we can issue dividends our realize exits for our partners.
Portfolio
