Our Expertise

Cascadia Capital offers a level of expertise and customization clients won’t find elsewhere. Our team combines Wall Street experience with deep knowledge from the hundreds of transactions we’ve completed. Our professionals have completed transactions in excess of $50 billion value over their careers at Cascadia and prior firms. Our services include:

Mergers & Acquisitions

We have completed well over 100 M&A transactions ranging in size from $20 – $500 million. Our thorough and disciplined process, in combination with our deep industry expertise has resulted in a proven track record of delivering successful outcomes for our clients.

Engagements include:

  • Sell Side Representation
  • Buy Side Representation
  • Management Buyouts
  • Leveraged Buyouts

Corporate Finance

We have extensive experience placing equity and debt capital ranging from $10 – $250 million.  We leverage our deep relationships with institutional investors; including private equity, growth equity, venture capital, family office, mezzanine and venture debt, hedge funds and BDCs.

Engagements include:

  • Private Equity Capital Raises
  • Public Company Capital Raises
  • Recapitalizations
  • Debt Financing & Restructuring
  • Project Finance

Strategic Advisory Services

We provide our clients analytical data and insights to facilitate strategic decision-making. We advise corporations on shareholder value maximization and provide support for transaction implementations.

Engagements include:

  • Corporate Valuations
  • Fairness Opinions
  • Shareholder Rights Planning
  • Shareholder Value Analysis
  • Strategic Partnerships & Joint Ventures

Private Capital

We listen carefully to business owners and managers and then work closely with them to custom design long-term and flexible capital solutions.  We introduce the optimal investor set to each situation from our deep and extensive relationships. Our approach resonates particularly well with family-owned and closely-held companies.

Engagements include:

  • Acquisition/Organic Growth Capital
  • Corporate Divestitures
  • Management Buyouts
  • Minority Stakes
  • Partial Liquidity Events
  • Recapitalizations
  • Special Situations

Industry Expertise

A detailed view of our broad experience and expertise.

Auto Aftermarket

Principal Sector Focus:

  • Accessories
  • Performance
  • Collision & Replacement Parts
  • Electronics
  • Dealerships
  • Dealership Technologies
  • Connected Car – infotainment, navigation, audio/video, connectivity

Notable Facts:

We have six professionals with over 40 years of collective Auto Aftermarket investment banking experience and extensive coverage of strategic and financial buyers located in Asia.  Past international clientele includes Lentuo International (NYSE: LAS), a leading chain of vehicle dealerships in China.  We also maintain an active membership with the Specialty Equipment Manufacturers Association (SEMA), an association for the $31 billion Auto Aftermarket industry with some 6,800 member companies.

Notable transactions include the sale of Bully Dog Technologies to SCT,  a performance-marquee transaction in the aftermarket tuning software industry; as well as a debt raise transaction completed for for Grease Monkey International and the subsequent acquisition of LubePros.

Senior Bankers:

Trust. Experience. Independence. Results.

Building Trust

Cascadia has been a strategic collaborator and a valued extension of my management team. Through the three transactions we have done together, I’m confident they extracted the best deals possible.

Mike Knaisch  |  President & CEO
Front Porch Digital, Inc.

“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 HCIT landscape proved immensely helpful in our process.”

David Lischner  |  CEO

“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.

“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

“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.

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

Jim Balthazar  |  CEO

“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 worked with us to put a plan and process in place to simultaneously evaluate all of our strategic options and arrive at the best outcome for the company’s stakeholders.”

Randy Olver  |  President & CEO
Emdat, Inc.
Case studies >

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Pacific Northwest. National. And Beyond.

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