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Reflecting on a Year of Innovation, Growth, and Impact

Dear Stakeholders, Shareholders, and Valued Clients, 

As we approach the close of 2023, we find ourselves reflecting on a year of remarkable achievements and meaningful milestones. Cater Investment Group (CIG) has been steadfast in its commitment to excellence, innovation, and creating lasting impact in the financial and consulting sectors. It is with great pleasure that we share some of our key accomplishments that have defined this transformative year for our organization. 


1. Spin-off of Cater Advisory Group (CAG): 

We are thrilled to announce the successful spin-off of Cater Advisory Group (CAG), our consulting arm, into a wholly owned subsidiary of Cater Investment Group (CIG). This strategic move is a testament to the phenomenal growth and impact CIG has achieved, particularly in Finance, Operations & Organizational Management, and Technology practices.  

This distinction enables our advisory personnel to operate at the nexus of strategy and implementation apart of investment analysis. This provides focused business services that drives tangible results for our global stakeholders—our valued consulting clients, limited partners, and portfolio companies. 


2. Key Project Success Undertaken and Delivered: 

Throughout the year, we have undertaken significant projects in both the public and private sectors. Our team has executed projects supporting M&A Due Diligence, FP&A Integration, IT Architecture Strategy, Organizational Design, Diversity, Equity, and Inclusion (DEI) Strategy among others.  Our clients have included middle-market businesses, local governments, and Fortune 500 companies over the past 12 months.  Some of the biggest projects we have supported are the integration of the largest U.S. media company merger in history and an organizational transformation of a $40B marketing conglomerate.

As we look back on these accomplishments, we express our gratitude to each stakeholder, shareholder, and client who has been part of our journey. Your trust and collaboration have been pivotal in driving our success. 


3. Whitepaper on Organizational Management: 

Our new whitepaper “Implementing Organizational Management Essentials Amidst Constant Transformation” provides some of our perspective on organizational management best practices and our operational approach to organizational change. Whether navigating M&A, divestitures, market entry, or cost reduction, this comprehensive guide serves as a valuable resource for organizations seeking operational excellence and strategic success. 


4. Acquisitions of Destination Management and Property Management Businesses 

We continue to build our growth equity portfolio through additions of our newest portfolio teams, Wonderlust Experience Travel (aka "WE Travel") and Westwood Property Management.  

WE Travel seeks to provide best-in-class travel experiences to leisure groups, corporations, and academic institutions through offerings and a robust network of partners. Westwood Property Management is an organization focused on best-in-class support for residents in a growing portfolio of properties in the U.S. Mountain West. 


5. Top Private Equity Firm in 2023: 

We are elated to share the news that Cater Investment Group has been recognized as the "Top Private Equity Firm in 2023" by Financial Services Review Magazine. This accolade is a testament to our ability to discern and leverage unique opportunities in the lower middle market. In an environment that prioritizes swift profitability, CIG stands out for its dedication to transcending borders and connecting the U.S. market with global innovations. This recognition reaffirms our commitment to excellence and sets the stage for continued success in the coming years. 



In the spirit of the holiday season, we extend our warmest wishes for a joyful and prosperous new year. As we turn the page to 2024, we eagerly anticipate new challenges, opportunities, and continued growth. 


Thank you for your continued support. 




Alex Cater, Principal and Lead Consultant 

Cater Investment Group 

(305) 613-3270 

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