Privacy Policy

Overview

Cascadia Capital, LLC (Cascadia) is committed to ensuring the confidentiality of each client’s non-public personal information. As you are aware, the financial services business involves access to the most intimate financial and business details. In order to maintain a relationship that is based upon trust and confidentiality, you will be provided with a Client Privacy Notice annually. The types of non-public personal information that clients provide to us in order for us to provide services may include, but is not limited to: name, address, social security number, total assets, net worth, income, and bank account information.

This policy addresses what Cascadia does with this information both with respect to affiliates and non-related third parties.

Privacy Policy

Except as required by law, Cascadia does not disclose any non-public personal information about our clients or former clients to any person or entity not directly affiliated with our firm. However, we may disclose non-public information that we collect about you to our affiliates, employees and directors who need to know such information and to certain service providers (including accountants, auditors and attorneys) in connection with the administration and execution of the services we will provide. Also, we may disclose non-public information about you to potential investors as part of our services and in accordance with our Advisory Agreement.

From time to time, we may share some public information such as names and addresses to non-affiliated entities to enable them to provide business services on our behalf. Examples of these services are assisting us in mailing sales literature, processing a transaction, and performing general administrative activities for us. These types of services sometimes are necessary in order for us to conduct business.

However, rest assured that any service provider that we do business with is contractually obligated to ensure that none of your information will be disclosed, except as required by law.

In order to assure that all non-public information is treated in a confidential manner, our employees are required to protect the confidentiality of our clients’ information. If they do not comply with our policies, employees are subject to disciplinary rules. Also we maintain physical, electronic, and procedural safeguards to protect all non-public information.

Opt-Out Policy

As we may need to share non-public information with our affiliate to facilitate an engagement or investment, by conducting business with us, you are choosing to opt-in to this arrangement. The same applies to business facilitator partners. Otherwise, we will never share your non-public personal information. If you have any questions regarding our Privacy Policy, please contact us immediately at (206) 436-2540.

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
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