Our Services

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 in 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.  Download Private Capital Fact Sheet

Engagements include:

  • Acquisition/Organic Growth Capital
  • Corporate Divestitures
  • Management Buyouts
  • Minority Stakes
  • Partial Liquidity Events
  • Recapitalizations
  • Special Situations
Trust. Experience. Independence. Results.

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
LeaveLogic

“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
TransGo

“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
Papertrail
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