Your Success,

From Start to

Discover why we are the investment bank of choice for business leaders and dealmakers.

Rooted in deep industry knowledge and transaction expertise, Cascadia Capital has a proven track record of delivering successful outcomes for our clients. We are a trusted financial advisor and leading independent investment bank for founder, family owned, and private equity-backed companies. We provide capital markets advisory, to fuel and finance growth, and manage full and partial liquidity transactions.

The tie that binds us together at Cascadia is the common focus across our industry teams on working with market leading growth businesses and their shareholders. Our core expertise is positioning growth and quality to drive optimal quantitative and qualitative outcomes for our clients.

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Our Recent Transactions.

Northeast Wisconsin Retina Associates Logo has been acquired by Retina Consultants of America Logo a portfolio company of Webster Equity Partners Logo
Zendrop Logo has merged with Staytuned Logo
Precision Global Consulting ( has been acquired by Workwell Logo a portfolio company of Universal Partners Logo
Special Aerospace Services Logo has been acquired by Godspeed Capital Logo
Knot Standard Logo a portfolio company of Provenance Logo has been acquired by Billy Reid Logo
ITMAGINATION Logo has been acquired by Virtusa Corporation Logo backed by BPEA-EQT Logo
Rhude Logo strategic advisory services  Logo
Fertility Specialists of Texas Logo has been acquired by First Fertility Logo a portfolio company of Sverica Capital Logo
Nor-Cal Beverage Logo has been acquired by Manna Beverages & Venture Logo
Thrio Logo has been acquired by Nextiva Logo
TLC Ingredients Logo has been acquired by TLC Ingredients  Logo a portfolio company of Gemspring Capital  Logo
Biscom, a portfolio company of Parker Gale Logo has been acquired by Concord Technologies, a portfolio company of Excellere Partners Logo
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Our Diverse Platform.

By partnering with Cascadia, you gain access to a diverse and deep platform, designed to provide insight, relationships and resources to support your success story. We focus on a team client service model, delivering the full resources of the firm to each client mandate. Our difference is the ability to deliver outsized results through a combination of unrivaled sub-vertical industry expertise, comprehensive strategic solutions, and a talented team of bankers that are passionate about serving and supporting our clients.

Our Industries


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Consumer, Retail
& E-Commerce

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Energy Transition
& Climate Tech

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Food, Beverage
& Agribusiness

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Our Services

We provide specialized M&A advisory services to financial sponsors and middle market entrepreneurs and family-owned businesses.

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Our Specialized Team.

With an ingrained entrepreneurial culture and a deep commitment to building long-term partnerships, we work collaboratively to help you realize your goals and objectives. Our experienced, specialized professionals are experts in their coverage verticals, products and services they provide, and our common focus is on delivering tailored advice and solutions in a highly customized process to suit the unique needs of our clients.

Your Success Story Is Our Success Story.

A Success Story That Proved Our Sub-Vertical Industry Expertise Goes Above and Beyond…

Cascadia’s domain expertise and strategic approach to our process led to an outcome that far surpassed both of our initial expectations. Further, the team was a pleasure to work with: readily available and patient with my many questions.”

Taylor Boyko Headshot

Taylor Boyko

Founder | SimpleMDM

A Success Story That Started With Experience…

We chose Cascadia because of their industry experience, but they also understood our goals as shareholders. They were able to tell the proper story that portrayed our business objectives in a way that reinforced our culture and values.”

Bob Goldberg Headshot

Bob Goldberg

CEO And Co-Founder | Follow Your Heart

A Success Story Made Possible by A Team That Truly Cares About You and What You Built…

“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  Headshot

Gina Batali

Owner | Salumi Artisan Cured Meats

A Success Story That Demonstrated How We Combine Our Capabilities…

“We considered a number of firms to serve as our investment banker. Cascadia presented a compelling combination of industry expertise, strategic and financial buyer relationships and sensible process design. They delivered on all of their commitments, and we were pleased with the outcome of our engagement and the role Cascadia played therein.”

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David Woodward

Managing Director | R2P Pet

A Success Story That Confirmed We Are Always There From Start To Finish…

“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  Headshot

Joan Wellman

Founder | JWA Consulting

We Know the Path to Success.
Let Us Guide You There.