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.

TransGo, Inc.

Significant portion of sale proceeds given to charity, fulfilling founder’s philanthropic goals.

Vera Whole Health

Competitive growth equity raise, completed successfully in under 3 months.

Bubbies Homemade Ice Cream and Desserts

Successful exit for best-of-breed entrepreneur-owned business.

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.


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.


Company sold to leading strategic acquirer.


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


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


Strategic sale to leading brand consolidator.

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.


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.


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

“We talked to a number of advisors and Cascadia stood out because they understood our business, knew potential buyers, were excited about our message and had the eagerness to dig in. They ran an efficient process, which resulted in a great outcome for LeaveLogic, its employees and shareholders.”

Anna Steffeney  |  CEO/Founder

“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

“Cascadia did an exceptional job positioning us in front of funds that align with our strategy and value. Their deep healthcare knowledge and relationships were key to receiving multiple offers and running a process that lasted less than three months.”

Ryan Schmid  |  President & CEO
Vera Whole Health

“Working with Cascadia was both rewarding and insightful.  It was a pleasure watching the team expertly navigate a process that I personally was quite familiar with. The Automotive Aftermarket group was the best team of bankers I have worked with.”

Greg Chapman  |  Chairman of the Board

“Cascadia designed a custom process that focused on finding us the right partner who valued our culture and mission, which in turn delivered a great outcome for all of our stakeholders.”

Jamie Danek  |  CEO
Humm Kombucha

“I’m grateful to Cascadia for their insightful counsel and thoroughness in selecting a buyer who valued our unique growth opportunity and was committed to maintaining the integrity of our brand.”

Keith Robbins  |  Founder
Bubbies Homemade Ice Cream and Desserts, Inc.

“Cascadia took the time to understand our brand, legacy, customer relationships and the potential of our company. They carefully explained to my family the advantages and potential challenges closely-held businesses can experience in transactions like ours.”

Gina Batali  |  Owner
Salumi Artisan Cured Meats

“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
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