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

“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
TransGo

“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
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’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.
Case studies >

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