Case
Studies.

We Are Well Traveled on
the Path to Success.

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.”

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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.”

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Joan Wellman

Founder | JWA Consulting

Case Studies.

Go to Wyandot Snacks Case Study Page Buy-side advisory to middle market private equity firm Go to Emmert Case Study Page Sell-side advisor to multi-generational family business Go to Utah Fertility Center Case Study Page Sale of leading mountain west fertility clinics Go to RPMG Case Study Page Sale of Southern California fertility center Go to San Diego Fertility Case Study Page Sale of Southern California fertility center Go to Three Bears Alaska Case Study Page Family-owned retailer recapitalized for growth by a leading private equity firm Go to Point B Case Study Page Global consulting firm receives growth investment from leading private equity firm Go to Spectrum Controls Case Study Page Strategic combination of two leading industry products companies Go to Plant Response Case Study Page Acquisition of an AgTech industry consolidator of leading biologics-based solutions Go to BTR Energy Case Study Page Growth equity secured from global investment group targeting sustainable energy opportunities Go to Ayla Networks Case Study Page End-to-end IoT platform raises capital from leading growth equity investor Go to Airway Services Case Study Page Renewable energy O&M business acquired by global strategic buyer Go to Pretzilla Case Study Page 100 year-old company was acquired by a strategic investor in the snack and bread category Go to Powin Energy Case Study Page A targeted sell side process that achieved a variety of shareholder’s goals Go to FruitSmart Case Study Page Public strategic buyer purchases leading Washington-based ingredients producer Go to Formation Brands Case Study Page Patient, thorough process maximizes proceeds to seller Go to Deako Inc. Case Study Page Growth equity raise to support strong growth trajectory Go to Superfeet Case Study Page Acquisition of a fast-growing consumer brand by growth-focused private equity firm Go to Window Installation Specialists, Inc. Case Study Page Private entrepreneur-led and family-owned business acquired by public company Go to Cytozyme Laboratories, Inc. Case Study Page Significant M&A transaction by a private-equity backed strategic buyer within the biologicals space.
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