Case
Studies.
Case
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
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
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
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.”
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
Founder | JWA Consulting
Case Studies.
Third-generation family-owned business sold to PE-backed strategic buyer
A highly competitive process among a thorough group of selected buyers
Optimal outcome achieved by driving a highly competitive process
Buy-side advisory to middle market private equity firm
Sell-side advisor to multi-generational family business
Sale of leading mountain west fertility clinics
Sale of Southern California fertility center
Sale of Southern California fertility center
Family-owned retailer recapitalized for growth by a leading private equity firm
Global consulting firm receives growth investment from leading private equity firm
Strategic combination of two leading industry products companies
Acquisition of an AgTech industry consolidator of leading biologics-based solutions
Growth equity secured from global investment group targeting sustainable energy opportunities
End-to-end IoT platform raises capital from leading growth equity investor
Renewable energy O&M business acquired by global strategic buyer
100 year-old company was acquired by a strategic investor in the snack and bread category
A targeted sell side process that achieved a variety of shareholder’s goals
Public strategic buyer purchases leading Washington-based ingredients producer
Patient, thorough process maximizes proceeds to seller
Growth equity raise to support strong growth trajectory