AI-Native Advisory
CG & AI

Founded by two partners with over 40 years of combined experience — from law and Big 4 to the CFO chair — and powered by an AI engine that gives us the reach of a firm 100x our size.

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Credentials & Expertise
CFO & C-Suite Leadership Public Company SEC / Nasdaq Cross-Border M&A International Tax Transfer Pricing ERP Transformation AI & Intelligent Automation PE-Backed Operations Published Author 3 Books CFO & C-Suite Leadership Public Company SEC / Nasdaq Cross-Border M&A International Tax Transfer Pricing ERP Transformation AI & Intelligent Automation PE-Backed Operations Published Author 3 Books

Deep experience. AI-powered delivery.

CG & AI is a boutique advisory firm co-founded by Antonio Calisto and Jennifer Griggs — seasoned operators who have led finance, tax, M&A, and transformation at publicly traded multinationals and PE-backed companies worldwide.

We don't just advise from the sidelines. Our principals have sat in the CFO chair, closed cross-border deals, restructured global tax operations, navigated SEC compliance, and led ERP transformations — across companies operating in 20+ countries.

The "AI" in our name isn't marketing. It's how we work. We've built proprietary AI workflows into every practice area — from automated transfer pricing documentation to AI-assisted financial modeling and intelligent document review. In a recent M&A engagement, our document intelligence reviewed 340+ data room files in 4 hours — work that would have taken a team of three analysts two weeks. You get senior-level judgment at every touchpoint, delivered at a speed and cost that traditional firms can't match.

English
Native
Portuguese
Native
Spanish
Professional
French
Working
25+
Years of combined
experience
6
Practice
areas
20+
Countries of
operating experience
4
Languages
spoken

Our Principals

Operators first, advisors second. We bring the pattern recognition that only comes from having done the work ourselves.

AC

Antonio Calisto Pato

Co-Founder & Managing Partner

Finance and tax professional with 25+ years of experience spanning international law, Big 4 advisory, and C-suite leadership. Career arc from cross-border tax attorney to Group CFO of a Nasdaq-listed company, with stops as VP at a multibillion-dollar global consumer goods enterprise and tax lead at a major multinational. Published author of three books on EU VAT law and former university lecturer.

MBA LL.M. International Tax Corporate Finance Certificate Law Degree CFO / Public Company SEC & Nasdaq
JG

Jennifer Griggs

Co-Founder & Partner

IT procurement and supply chain strategist with 15 years of experience spanning global technology sourcing, logistics operations, and vendor management. Career highlights include delivering $420K+ in annual IT cost savings through strategic sourcing and vendor rationalization, managing a $60–70M transportation budget across 900+ lanes, and building company-wide software asset management programs. Background in cross-border logistics, ERP administration, and contract negotiation across software, hardware, cloud, and telecom categories.

MBA, Wake Forest University B.S. Business Management, NC State IT Strategic Sourcing Contract Negotiation Supply Chain & Logistics Software Asset Management

What we do

Six practice areas. One integrated approach. Every engagement draws on real operating experience — not just frameworks.

01

Finance & Capital Strategy

Treasury optimization, capital structure advisory, and financial planning for growth-stage and multinational businesses.

  • Capital structure & liquidity optimization
  • FP&A and strategic planning
  • Working capital management
  • SEC / Nasdaq compliance
02

International Tax & Transfer Pricing

Cross-border tax structuring and compliance strategy for multinational operations.

  • Transfer pricing documentation
  • Cross-border restructuring
  • IP / royalty arrangements
  • GloBE / Pillar Two readiness
03

M&A & Corporate Finance

Buy-side advisory, financial due diligence, and post-merger integration from thesis through close.

  • Target identification & screening
  • LBO models & QoE assessments
  • Transaction structuring
  • Post-merger integration
04

AI & Automation

AI strategy, process automation, and custom application development that delivers measurable ROI.

  • Workflow & document automation
  • AI-generated compliance narratives
  • ERP-integrated automation
  • Custom application development
05

IT Procurement

Vendor evaluation, contract negotiation, and technology sourcing — from SaaS platforms to infrastructure.

  • Vendor evaluation & RFP management
  • Contract negotiation
  • ERP selection & transformation
  • Technology spend optimization
06

Supply Chain & Logistics

End-to-end supply chain optimization and procurement analytics for operational excellence.

  • Supply chain network design
  • Procurement analytics
  • Vendor negotiation & management
  • Cash conversion cycle improvement

This isn't a firm that talks about AI.
It's a firm that runs on it.

Most consulting firms mention AI in their pitch decks. We use it in our delivery. Every engagement at CG&AI is powered by proprietary AI workflows that let a boutique team operate with the analytical depth and speed of a firm many times our size — without the overhead, the layers, or the overpriced junior analysts.
Traditional Advisory

Armies of analysts.
Months of billable hours.

  • Weeks to build financial models manually
  • Junior staff doing document review at premium hourly rates
  • Tax compliance narratives written from scratch each time
  • 200-page decks that take months to deliver
  • Knowledge walks out the door when the team moves on
vs
CG&AI Advisory

Senior principals.
AI-accelerated delivery.

  • Financial models built and stress-tested in days
  • AI-powered document intelligence for contracts and filings
  • Automated compliance narratives and transfer pricing reports
  • Actionable deliverables in weeks, not quarters
  • AI systems that stay with you — reusable, scalable, yours

How we embed AI across every practice area

Finance & Tax

AI-generated compliance narratives

Transfer pricing documentation, tax ruling analyses, and regulatory narratives generated at machine speed — then reviewed and refined by practitioners with decades of hands-on experience.

M&A

Intelligent document review

AI scans data rooms, flags inconsistencies in financial statements, and surfaces risk factors across hundreds of documents — work that used to take a team of associates weeks.

Automation

Custom AI workflows you keep

We don't just deliver a report and leave. We build automated workflows — spend analytics, ERP integrations, contract monitoring — that continue operating long after we're gone.

What this looks like in practice

M&A / PE

Data room reviewed in 4 hours, not 3 weeks

A PE-backed consumer goods company needed due diligence on 340+ documents across 12 entities. Our Document Intelligence agent reviewed, classified, and flagged risk items in under 4 hours — work that previously required a team of three analysts over two weeks.

International Tax

Transfer pricing documentation for 7 jurisdictions in 5 days

A multinational manufacturer needed compliant TP documentation across seven countries before a regulatory deadline. Our Cross-Border Tax Intelligence agent generated first drafts in hours; senior review and finalization took five business days total.

Finance & Automation

Month-end close cut from 18 days to 6

A mid-market building materials company was spending 18 days on month-end close. We automated reconciliations, built AI-assisted journal entry prep, and delivered reusable workflows their team kept after the engagement.

Ready to work smarter?

Tell us your challenge. We'll show you what AI-accelerated advisory looks like.

Book a Discovery Call

Meet the team behind the team

Every CG&AI engagement is powered by specialized AI agents that run securely within our infrastructure — with full audit trails, data confidentiality, and human oversight at every step. Here's what's working on your account.

9
Specialized agents
24/7
Always on
100x
Throughput vs. manual
Zero
Junior analyst markup
Online

Capital Strategy Engine

Analyzes capital structures, models liquidity scenarios, and generates FP&A forecasts. Runs cash flow waterfalls and stress tests in minutes.

Treasury optimization Liquidity modeling Working capital Debt structuring
Online

Cross-Border Tax Intelligence

Generates transfer pricing documentation, tax compliance narratives, and cross-border structuring analyses across multiple jurisdictions simultaneously.

Transfer pricing GloBE / Pillar Two IP structuring Compliance narratives
Online

Deal Execution Analyst

Screens targets, builds LBO and valuation models, reviews data rooms, and flags risks across transaction documents at machine speed.

Target screening LBO modeling QoE analysis Data room review
Online

Automation Architect

Designs and deploys custom AI workflows — from ERP integrations to automated reporting pipelines — that clients keep after the engagement.

Workflow design ERP integration Custom applications Process mining
Online

Procurement Intelligence

Evaluates vendor proposals, benchmarks pricing, analyzes contract terms, and identifies savings opportunities across the technology stack.

Vendor scoring Contract analysis Spend analytics RFP automation
Online

Supply Chain Optimizer

Models logistics networks, analyzes procurement patterns, optimizes inventory levels, and identifies cash conversion cycle improvements.

Network modeling Inventory optimization Supplier analytics Cash conversion
Online

Document Intelligence

Reads, classifies, and extracts insights from contracts, filings, and financial documents. Flags inconsistencies, missing clauses, and risk factors automatically.

Contract review Filing analysis Risk flagging Data extraction
Online

Financial Modeling Engine

Builds 3-statement models, runs sensitivity analyses, and generates scenario-based forecasts. Produces in hours what used to take a team weeks.

3-statement models Sensitivity analysis Scenario planning Valuation
Online

Compliance Monitor

Continuous regulatory surveillance, audit preparation support, and SEC filing review. Watches for changes in tax law, disclosure requirements, and compliance deadlines.

Regulatory watch Audit prep SEC monitoring Deadline tracking

Mission Control

A real-time view inside CG&AI headquarters. Nine AI agents working around the clock, orchestrated by Openclaw.

Openclaw — Mission Control
Live
Agents: 9/9
Uptime: 00:00:00
Tasks today: 0
Activity Feed

Industries & geographies we know firsthand

Our experience isn't theoretical. We've held P&L responsibility, closed deals, and restructured operations across these sectors and regions — in the languages our clients speak.

Consumer Packaged Goods Global operations — P&L management, cross-border supply chains
Retail & Fashion PE-backed & DTC — omnichannel strategy, inventory optimization
Building Materials & Manufacturing Multinational — ERP transformation, cost restructuring
Professional & Merchandising Services Public company — SEC compliance, revenue recognition
Agribusiness Cross-border — transfer pricing, international structuring
Private Equity & Financial Services Advisory & operations — portfolio monitoring, value creation
20+
Countries

How we work

Rigorous, transparent, and AI-accelerated at every stage.

1

Diagnose

Deep immersion in your business context. We map the landscape, interview stakeholders, and use AI to rapidly analyze financials, contracts, and data rooms.

2

Design

Co-create solutions with AI-modeled scenarios and stress tests. Every recommendation comes with a clear business case built in days, not weeks.

3

Execute

We work alongside your teams with AI-powered workflows handling the heavy lifting — document generation, compliance checks, analytics — so we focus on judgment calls.

4

Transfer

We don't just leave a report. We hand over working AI systems — automated workflows, dashboards, monitoring tools — that keep delivering value after we're gone.

Publications & Academic Work

Our principals don't just practice — they publish, lecture, and shape the conversation.

Book

EU VAT Directive — Commentary & Analysis

Comprehensive three-volume analysis of the European VAT Directive, published between 2014–2015. A reference work for practitioners across EU member states.

View on Amazon →
Academic

University Lecturer — International Tax

Taught international taxation at a leading European faculty of law, shaping the next generation of cross-border tax professionals.

Research

EC Tax Law & International Investment

Published research on holding company structures, investment fund taxation, and cross-border IP management in leading academic journals.

View publications →

Let's talk

Whether you need capital strategy for a multinational, M&A execution support, cross-border tax restructuring, or AI that actually delivers ROI — we'd like to hear about the challenge you're facing.

Every engagement starts with a conversation — no commitment, no pitch deck.

Location
Charlotte, North Carolina

We respond within one business day.