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.

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.


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

“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

“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

“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

“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 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 delivered on their promises and exceeded our expectations in an investment banking partner, guiding us effectively through this critical juncture in our 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 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

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

David Lischner  |  CEO

“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

“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
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