Case Studies

Creating Lasting Results

Cascadia Capital serves more industries, covers more ground, and closes more deals. We make deals happen based on a powerful combination of expertise, industry experience, customized positioning, and a deep understanding of clients’ businesses and personal motivations.

Demand Energy

Challenging market entry and interest from international players

Associated Petroleum Products

Company shareholders seeking a full sale of the business.  Strategic acquirer seeking to expand its business to the Northwest.

1Energy Systems

Cross-border sale of renewable energy company to strategic acquirer.

Dynamic Isolation Systems, Inc.

Targeted sales process to strategic buyers with operational synergies with the company.

Influenster

Bootstrapped, founder-owned company looking for a partner to accelerate growth.

Watkins & Shepard

Strategic sale to a partner that could help continue the company’s growth trajectory.

Papertrail

Company sold to leading strategic acquirer.

Clinicient

Capital raised to improve technology platform and invest in sales and marketing functions.

Valant

Company receives a growth equity investment and liquidity for existing shareholders.

Zuke's

Strategic sale to leading brand consolidator.

Discover Org

Company receives investment from leading growth equity firm, TA Associates.

Span Alaska

A win / win transaction for a leading Pacific northwest family business.

Pac Paper, Inc.

Aligning objectives for a family business among retiring shareholders, remaining shareholders and non-family management.

CPO Commerce

Strategic sale to two-stage distributor.

Nuventix

Sale of 100% of the company to a strategic counter party.

First Aid Only, Inc

Consistent, long-term advisory efforts drove optimal results in this strategic combination.

Extended Results

Founder liquidity transaction closed in under five months.

NitroDesk

Strategic sale to provide shareholder liquidity and growth capital.

Bully Dog Technology

Sale of 100% of the company completed with no seller roll-over.

Trust. Experience. Independence. Results.

We Cover More Ground

Pacific Northwest. National. And Beyond.


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Building Trust

“Cascadia delivered on their promises and exceeded our expectations in an investment banking partner, guiding us effectively through this critical juncture in our company’s growth path.”

Ray Kuntz  |  CEO & Chairman
Watkins & Shepard

“Cascadia’s restaurant industry knowledge, market savvy and deep institutional relationships positioned our brand and customer value proposition perfectly to the investment community.”

Bruce Dean  |  Co-Founder & CEO
Black Bear Diner

“Cascadia helped develop the confidence of myself and my management team regarding a transaction. They supported us at every point along the way.”

Joan Wellman  |  Founder
JWA Consulting

Selling your company is time consuming, complex and emotional. Cascadia showed deep experience in our business and made the process very manageable.

Mark Kettering  |  CEO & Founder
Brightlight Consulting, Inc.

“Cascadia was outstanding at resolving complex issues throughout the entire acquisition process. They instilled confidence among all the parties with their creativity and professionalism.”

Jim Sweeney  |  Vice President & General Manager
Super Supplements Vitamin Shoppe

“Cascadia has an incredible mix of technology savvy, relentlessly practical advice, and nuanced delivery. Cascadia represented us far better than we could have ever done ourselves.”

Troy Davis  |  CEO & Co-Founder
Papertrail

“We selected Cascadia for their domain expertise.  Their experience in the pet industry helped us achieve our objectives and enabled us to exceed our shareholders’ expectations.”

Ed Ryan  |  Chairman
Manna Pro

“Cascadia has become a trusted advisor as we continue to build companies and develop business in the energy sector.”

Kirt Montague  |  Founder & Former CEO
Prometheus Energy

“Cascadia’s knowledge of the investors and the Healthcare IT landscape proved immensely helpful in our process.”

David Lischner  |  CEO
Valant

“Cascadia was knowledgeable about our market and counter-party universe, and they were sophisticated and hardworking throughout what evolved into a complex transaction.”

Jim Balthazar  |  CEO
Nuventix

“We relied on Cascadia heavily throughout the process to guide our strategy and to get us in front of the top growth equity firms in the country. I highly recommend them.”

Henry L. Schuck, Esq.  |  CEO
DiscoverOrg

“We relied heavily on Cascadia for both market knowledge and transaction experience. They were a critical component in helping us resolve complex issues.”

Rick Jung  |  Chairman and CEO
Clinicient, Inc.

“BDA has trusted Cascadia to help guide our strategic acquisitions for years and we believe they’ll be key to our continued growth and industry leadership.”

Jay Deutsch  |  CEO
BDA, Inc.
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