A Year of Growth, Impact, and Forward Momentum

Principal Alex Cater shared an end of year letter with CIG stakeholders to recap the firm's 2025.

As we approach the end of the year, I want to extend my sincere appreciation to you. It is because of our clients, investors, employees, and partners—for the trust you’ve placed in Cater Investment Group. Your support continues to fuel our momentum and broaden the horizon of what we can build together.

This year has been one of meaningful accomplishments across our advisory, investment, and development platforms. I’m pleased to share several highlights that reflect the depth and breadth of our work:

Real Estate Portfolio Expansion 

We completed the acquisition of several multi-unit residential properties in Southeast Michigan, strengthening our position in a key strategic market. These assets provide long-term value to our investment partners and reinforce our commitment to community-focused real estate. Together, CPM and Westwood Property Holdings have reached new heights in terms of portfolio assets and operational excellence. We have built a sizable residential and commercial portfolio operating in two real estate markets.

Regulatory and Strategic Planning Reform for a Minority Deposit Institution

Our team was honored to support a minority-owned financial institution as it navigated a federal review process by developing a comprehensive strategic plan. This effort underscores our dedication to strengthening institutions that play a critical role in underserved communities and the broader fabric of the national financial system.

The bank is approaching 100 years in operation driving impact throughout its storied past. However, its future would be in jeopardy should it not realize operational changes to enhance their profitability while maintaining their mission. We provided 26 action items and a detailed impact analysis, which was shared with federal regulators and the client to support them through a storied turnaround.

M&A and Operational Standardization

We played a central role in guiding elements of a large-scale separation for a multinational media company. This complex, multi-jurisdictional effort required deep expertise in commercial agreements, financial structures, and global operations. This effort bolstered the financial and operational capabilities associated with short-term post-separation impacts and enhanced enterprise value through continuity of their respective core businesses. Our advisory team partnered with a global telecommunications tower group operating in 23 countries to advance a global operations standardization initiative, improving efficiency, alignment, and scalability across multiple continents. This process was a part of an organizational enhancement to streamline operations across a previously fragmented business.

Additionally, our advisory team partnered with a global telecommunications tower group operating in 23 countries to advance a global operations standardization initiative, improving efficiency, alignment, and scalability across multiple continents. This process was a part of an organizational enhancement to streamline operations across a previously fragmented business.

Our Strategic Direction for Next Year

The focus of 2026 will be a commitment to our core values of doing well and doing good by driving business impact for clients and their stakeholders. The below are our key objectives:

Client Service:  As we believe in being a standard-bearer for good business practices, we are launching the Service First Initiative to measure client satisfaction across the various businesses as we are keen on ensuring we deliver a high level of service to clients in our advisory business and through our portfolio companies.

Real Estate: Beyond the milestone engagements this year, we will have a sharper focus on real estate investments, including direct residential investments and commercials across the U.S. and Latin America. We will be transforming select assets to maximize revenue in the market and seeking new opportunities to expand. We will be strategically seeking financial solutions to optimize shareholder value.

Advisory Growth: We continue to expand our network for advisory projects both functionally and geographically. Our international advisory work has expanded, and we seek to continue that expansion as we build our global footprint to support high-impact sectors such as finance, logistics, and commodities in markets that will create value for our firm, clients, and stakeholders.

Many Thanks for an Amazing 2025

None of this would be possible without the commitment, collaboration, and vision of everyone connected to the Cater Investment Group and our portfolio companies. To our clients, thank you for trusting us with your most important initiatives. To our investors, thank you for believing in our long-term strategy. To our employees and partners, thank you for showing up every day with expertise, discipline, and excellence.

We look forward to building on this year’s momentum and entering the new year with focus, ambition, and purpose.

Warm regards, 

Alex Cater

Principal, Cater Investment & Advisory Group