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.

MedQIA Logo has merged with WorldCare Clinical Logo to form Voiant Logo
Retina Consultants of Southern Colorado  Logo has been acquired by Retina Consultants of America Logo a portfolio company of Webster Equity Partners Logo
Chef Merito Seasonings, a portfolio company of PNC Riverarch Capital Logo has invested in La Fiesta Food Products Logo
The Munger Companies Logo strategic advisory  Logo
Smart Apply Logo has been acquired by John Deere [NYSE DE] Logo
Optimum Energy Logo has been acquired by Bernhard partners  Logo
Oiga Technologies Logo has been acquired by 10Pearls, LLC Logo
Novus Ag, a portfolio company of Tillridge Global Agribusiness Partners Logo has been acquired by Aqua Capital Logo
Partner One Capital Logo has acquired Stromasys Logo
Keystone Tower Systems  Logo growth equity & strategic advisory  Logo
C-A-L Ranch Stores Logo has merged with Coastal Farm & Home, a portfolio company of Nolan Capital  Logo
Turtle Island Foods, dba Tofurky Logo has been acquired by Morinaga Nutritional Foods, Inc.  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.