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Exclusive financial advisor to PlanetTogether

KPMG Corporate Finance LLC acted as exclusive financial advisor to PlanetTogether

KPMG Corporate Finance LLC ("KPMG CF") is pleased to announce the sale of PlanetTogether (the “Company”) to CAI Software ("CAI"), a portfolio company of Symphony Technology Group ("STG").

Why KPMG Corporate Finance

KPMG CF differentiated itself through its deep experience across the manufacturing and industrial software ecosystem, as well as its successful track record advising founder-owned software businesses. This sector expertise enabled KPMG CF to articulate PlanetTogether's differentiated market position, strategic value to buyers, and the diligence priorities necessary to execute a successful process.

About PlanetTogether

Headquartered in San Diego, California, PlanetTogether is a leading provider of Advanced Planning and Scheduling ("APS") software for process and discrete manufacturers. The Company delivers constraint-based scheduling, what-if scenario modeling, and ERP-integrated planning capabilities that enable manufacturers to optimize production planning, scheduling, and capacity utilization across complex operations. PlanetTogether's APS capabilities help manufacturers reduce replanning time, optimize multi-plant capacity, and evaluate scenarios before implementing changes on the shop floor. PlanetTogether serves a diverse base of customers across food and beverage, consumer packaged goods, chemicals, and other industrial verticals globally.

Speaking on the acquisition, Jim Cerra, Founder and Chief Executive Officer at PlanetTogether, said, "I am proud of what the PlanetTogether team has built and grateful to our customers for their trust along the way. Joining CAI gives our customers and team the resources, scale, and industry depth to accelerate what we started, and I have full confidence in CAI to lead the next chapter."

About CAI Software

Headquartered in Smithfield, Rhode Island, CAI, a portfolio company of STG, is a global provider of mission-critical ERP, MES, warehouse, and inventory management software for more than 5,000 active customers across more than 15 core industries, including process manufacturing, discrete manufacturing, and graphic communications. CAI pairs deep industry expertise with practical technology, replacing disconnected processes with integrated digital workflows that improve visibility, compliance, and decision-making in real-world industrial environments.

Speaking on the acquisition, Brent Pietrzak, Chief Executive Officer at CAI, said, “Our customers have been asking for advanced planning and scheduling capabilities they can trust alongside the ERP, MES, and shop-floor solutions they already rely on CAI for. Welcoming the team and their products into CAI deepens what we can offer manufacturers across our 15 plus core industries.”

KPMG Corporate Finance

The global Corporate Finance practice of KPMG International’s network of independent member firms was ranked #1 as the top M&A middle-market adviser globally by Refinitiv, based on number of completed transactions, for the past 25 years.

Trust KPMG Corporate Finance LLC with your next transaction.

Meet our team

Image of John Paul Ditty
John Paul Ditty
Managing Director, KPMG Corporate Finance LLC
Read bio
Image of John Paul Ditty

John Paul Ditty

Managing Director, KPMG Corporate Finance LLC

JP is a Managing Director for KPMG CF LLC’s Technology Group, and is based in the Santa Clara office.

He has more than 20 years of experience serving clients in the Technology sector with a focus on mergers and acquisitions and private capital raises including divestitures, recapitalizations, and follow-on offerings.

JP received his MBA from the Columbia Business School and his JD from Santa Clara University.

Image of Grant Heffernan
Grant Heffernan
Managing Director, KPMG Corporate Finance LLC

KPMG Corporate Finance

The global Corporate Finance practice of KPMG International’s network of independent member firms was ranked #1 as the top M&A middle-market adviser globally by Refinitiv, based on number of completed transactions, for the past 20 years

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