Alex Cater

Lead Finance & Strategy Consultant and Growth Equity Investor

Coral Springs, United States


Finance, operations, and strategy team leader with over a decade of experience in management consulting, project management, talent management, business development, M&A, Joint Ventures, IT implementation, and financial analysis.

Domain experience

Relevant Total Experience: 15 years

Seniority Level: Senior

Sector Experience: 

Application Software Diversified Banks Enterprise Software IT Services Pharmaceuticals Pharmaceuticals, Biotechnology and Life Sciences Real Estate Management and Development Real Estate Services Regional Banks Systems Software Telecommunication Services


Skilled in: Corporate Strategy, Portfolio Services & Add-on M&A

Technical Skills: SPSS, SQL, Microsoft Excel, PowerPoint, Microsoft Office, Capital IQ, Tableau

Languages: Spanish, English

Work Experience

Cater Investment Group




- 16/03/2021

Serves as investor and consultant to public and private organizations in the U.S., Asia, and Europe. Function expertise include finance, operations, and technology consulting across private and sector organizations. Develops co-ventures with other organizations, supports finance transactions from sourcing to M&A execution and manages operational improvement to increase profitability. Covered Sectors: Fintech, Real Estate Services, Transportation, Travel and Hospitality, Biotechnology, and Logistics

Florida Memorial University

Adjunct Professor



- 16/03/2021

Samsung BioLogics

Business Development Lead



- 01/06/2019

Served as the lead of M&A and strategic initiatives to improve revenue through strategic partnerships, changing product and service offerings, marketing strategy, and M&A due diligence, deal structuring, and negotiation. Provided financial analysis on capital expansion to determine IRR, ROIC, and key NPV metrics and risk assessments. Focus Areas: Contract Development and Manufacturing Organizations (CDMO) Competitive Positioning, Capital Expansion, Competitive Positioning, Pricing Strategy, Contracts

Samsung Electronics

Senior Manager, Global Strategy Group



- 01/04/2017

Led projects and workstreams on advisory projects for Samsung business units to increase sales through the development of new applications, creation and execution of investment plans, and channel placement of products Products: Samsung Pay, SmartThings, mobile devices, televisions, refrigerators, and washing machines Geographies: South Korea, Southeast Asia, India, and U.S.

Lorean Group

Senior Associate



- 01/08/2015

Facilitated M&A acquisition for real estate service businesses serving five mid-Atlantic states. Developed financial model, due diligence, and contract review for deal execution and post-merger integration plan to ensure the success of the business.

Illuminate Ventures

Venture Associate



- 01/05/2014

Conducted due diligence on channel distribution companies and software-as-a-service providers in the mobile industry.

SAVVEE Consulting, Inc.

Senior Financial & Budget Analyst



- 01/05/2013

Provided financial analysis on a 3-year budgetary execution and formulation of a multi-million dollar federal government client based on its operational requirements and goals for 27 programs Initiated and facilitate process improvement coordination meetings for primary client and its four subsidiary offices to develop a baseline assessment of its current-state and requirements for future performance metrics Developed an integrated operations management tool to serve as an inventory database, archiving system and reporting instrument for over 300 task entries performed throughout two fiscal years Developed cost model to allocate the annual allotment of funds to various projects based on priority and performance within a client's organization.

Booz Allen Hamilton

Senior Consultant



- 01/03/2011

Reengineered organizational business processes to enhance operations, coordination and financial reporting for $571 million government client Developed analysis for a 5-year sustainability plan that identified $13.3 million of savings and ROI for 26 projects Created national cost benchmarks for public computing center equipment to support justification for funding broadband provider grant applicants Performed consulting industry HR analysis to identify and implement best practices for on-boarding and staffing university and professional hires firm-wide Organized professional development committee responsible for coordinating training series, mentoring circles and networking events for over 50 colleagues client.

A.T. Kearney

Business Analyst



- 01/08/2008

Constructed firm’s first model to integrate the sensitivity of changes in project roadmap and its impact on project resource plan and total cost Generated business requirements to implement new IT system and enhance replenishment for global retailer generating $20B+ of annual revenue. Conducted total cost of ownership model for 142 computer applications contributing to $33.6M to outline a migration plan of Corporate IT applications to a new computer platform to enhance business operations, coordination, and reporting with regional offices. Developed a customer satisfaction survey which identified areas for improvements in IT services and computer application functionality


University of Pennsylvania - The Wharton School

Entrepreneurial Management



- 01/02/2015

University of Michigan - Stephen M. Ross School of Business

Operations Management, Finance



- 01/02/2009