CG&AI helps SMBs, finance teams, private equity sponsors, and operators move from AI experiments to agentic workflows that produce measurable business value — with better workflows, cleaner information, faster decisions, and systems your team can own.
CG & AI is a boutique advisory firm co-founded by Antonio Calisto and Jennifer Griggs — seasoned operators who have led finance, tax, M&A, procurement, supply chain, and transformation at publicly traded multinationals and PE-backed companies worldwide.
We work inside the real decision flows: diligence, reporting, approvals, reconciliations, value creation, compliance, vendor analysis, and operational execution. The goal is not generic automation. It is managed agentic operations: better information, faster cycles, clearer accountability, redesigned handoffs, and systems your team can own.
The "AI" in our name isn't marketing. It's how we work. We start with one high-value workflow, benchmark the before and after, redesign roles, handoffs, controls, and governance around agents, then scale what proves value. You get senior-level judgment at every touchpoint, delivered through a faster, more durable operating model.
Operators first, advisors second. We bring the pattern recognition that only comes from having done the work ourselves.
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.
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.
Six practice areas. One integrated approach. Every engagement starts from the operating work, proves measurable lift, then builds the managed agentic layer around what actually creates value.
Treasury optimization, capital structure advisory, and financial planning for growth-stage and multinational businesses.
Cross-border tax structuring and compliance strategy for multinational operations.
Diligence workflows, deal screening, corporate finance analysis, and portfolio value-creation execution from thesis through close.
Agentic workflow redesign, process automation, quality-control loops, governance, and owned systems that improve execution and information quality.
Vendor evaluation, contract negotiation, and technology sourcing — from SaaS platforms to infrastructure.
End-to-end supply chain optimization and procurement analytics for operational excellence.
Data-room intelligence, deal pipeline workflows, portfolio reporting, value-creation tracking, and decision support that connects thesis to execution.
Board materials, variance analysis, transfer pricing, scenario analysis, and compliance narratives supported by better inputs, faster checks, and senior review.
Spend analysis, vendor scoring, contract monitoring, logistics visibility, process redesign, controls, and quality loops that continue operating after the engagement.
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.
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.
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.
We’ll baseline it, redesign the roles, handoffs, controls, and agentic operating layer, then show where measurable value can scale.
Book a Workflow DiagnosticEvery 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.
Analyzes capital structures, models liquidity scenarios, and generates FP&A forecasts. Runs cash flow waterfalls and stress tests in minutes.
Generates transfer pricing documentation, tax compliance narratives, and cross-border structuring analyses across multiple jurisdictions simultaneously.
Screens targets, builds LBO and valuation models, reviews data rooms, and flags risks across transaction documents at machine speed.
Designs and deploys custom AI workflows — from ERP integrations to automated reporting pipelines — that clients keep after the engagement.
Evaluates vendor proposals, benchmarks pricing, analyzes contract terms, and identifies savings opportunities across the technology stack.
Models logistics networks, analyzes procurement patterns, optimizes inventory levels, and identifies cash conversion cycle improvements.
Reads, classifies, and extracts insights from contracts, filings, and financial documents. Flags inconsistencies, missing clauses, and risk factors automatically.
Builds 3-statement models, runs sensitivity analyses, and generates scenario-based forecasts. Produces in hours what used to take a team weeks.
Continuous regulatory surveillance, audit preparation support, and SEC filing review. Watches for changes in tax law, disclosure requirements, and compliance deadlines.
Our operating model is private by design: map the current workflow, build the agent-assisted version, measure the lift, and manage the AI layer after launch.
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.
Rigorous, transparent, and AI-accelerated at every stage.
Deep immersion in your business context. We map the landscape, interview stakeholders, and use AI to rapidly analyze financials, contracts, and data rooms.
Co-create solutions with AI-modeled scenarios and stress tests. Every recommendation comes with a clear business case built in days, not weeks.
We work alongside your teams with AI-powered workflows handling the heavy lifting — document generation, compliance checks, analytics — so we focus on judgment calls.
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.
Our principals don't just practice — they publish, lecture, and shape the conversation.
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 →Taught international taxation at a leading European faculty of law, shaping the next generation of cross-border tax professionals.
Published research on holding company structures, investment fund taxation, and cross-border IP management in leading academic journals.
View publications →Whether you want to redesign a finance, procurement, diligence, tax, or operations workflow around AI — we'd like to hear about the bottleneck you want to fix.
Every engagement starts with a workflow diagnostic — specific, practical, and focused on measurable before/after improvement.