This week, Cascadia Capital welcomed its Class of 2026 First-Year Analysts to the firm. It is a moment we look forward to each year: a new group of talented young professionals joining our team, ready to learn the craft of investment banking and contribute to the work we do for our clients.
Cascadia has always believed that the strongest working relationships start early. That belief shapes how we bring on and develop new talent, and it reflects who we are as a firm: independent, collaborative, and committed to growing careers from the ground up.
We are proud to invest in the next generation of bankers, and we look forward to the energy, curiosity, and hard work this class will bring to Cascadia in the years ahead.
Welcome to Cascadia.
Cascadia Capital, an independent investment bank serving middle-market clients globally, is pleased to announce that Everett W. Currier III has joined the firm as a Managing Director to lead the firm’s Energy, Power & Infrastructure Practice within the Industrials investment banking group.
Mr. Currier brings more than 25 years of experience advising companies, investors, and capital providers across the energy and industrial value chain. His expertise spans renewable power, battery energy storage systems (BESS), energy transition services, grid infrastructure, and energy-related supply chains.
Mr. Currier joins Cascadia from Lincoln International, where he led the firm's Energy Transition investment banking efforts. Prior to Lincoln, he spent more than two decades at KeyBanc Capital Markets, serving as Managing Director and helping build one of the largest U.S.-based renewable energy investment banking platforms.
At Cascadia, Mr. Currier will advise public and private companies, sponsors, and institutional investors on mergers and acquisitions, capital raising, and strategic alternatives. He brings deep experience across the full value chain, helping companies and investors navigate evolving market dynamics, capital deployment opportunities, and strategic growth initiatives.
"Cascadia has a long history advising companies and investors across energy and clean technology markets, having established our presence in the sector nearly 20 years ago," said Michael Butler, Chairman and CEO of Cascadia Capital. "Everett is one of the most experienced advisors in the space, and his addition represents a significant step forward in our ability to serve clients across the energy transition ecosystem and broader industrial landscape."
"The energy and industrial sectors are undergoing significant transformation, creating new opportunities for companies and investors alike," said Everett Currier. "I was drawn to Cascadia's sector-focused approach and entrepreneurial culture, and I look forward to helping clients identify opportunities and navigate complexity across these rapidly evolving markets."
Mr. Currier brings a strong understanding of capital deployment challenges amid geopolitical and economic uncertainty. He works closely with companies and investors navigating supply chain constraints, regulatory changes, and evolving investor priorities across the energy and industrial landscape.
The addition of Everett further expands Cascadia's Industrials investment banking group, which serves clients across a broad range of sectors including industrial technology, manufacturing, packaging, specialty electronics, auto-aftermarket, and energy-related infrastructure.
To learn more about Everett, please visit his bio:
" ["post_title"]=> string(96) "Cascadia Capital Expands Industrials Group with Addition of Everett Currier as Managing Director" ["post_excerpt"]=> string(0) "" ["post_status"]=> string(7) "publish" ["comment_status"]=> string(6) "closed" ["ping_status"]=> string(6) "closed" ["post_password"]=> string(0) "" ["post_name"]=> string(22) "everett-joins-cascadia" ["to_ping"]=> string(0) "" ["pinged"]=> string(0) "" ["post_modified"]=> string(19) "2026-06-10 10:13:04" ["post_modified_gmt"]=> string(19) "2026-06-10 17:13:04" ["post_content_filtered"]=> string(0) "" ["post_parent"]=> int(0) ["guid"]=> string(60) "https://www.cascadiacapital.com/?post_type=news&p=22968" ["menu_order"]=> int(0) ["post_type"]=> string(4) "news" ["post_mime_type"]=> string(0) "" ["comment_count"]=> string(1) "0" ["filter"]=> string(3) "raw" } [2]=> object(WP_Post)#3847 (24) { ["ID"]=> int(22953) ["post_author"]=> string(1) "1" ["post_date"]=> string(19) "2026-06-09 08:43:29" ["post_date_gmt"]=> string(19) "2026-06-09 15:43:29" ["post_content"]=> string(1136) "One of our favorite times of year is here.
We are thrilled to welcome our 2026 summer analysts to the Cascadia team. Over the summer, they will be jumping headfirst into real transactions, working alongside our deal teams, and getting a firsthand look at what makes Cascadia a different kind of investment bank.
At Cascadia, we genuinely invest in the folks who come through our doors, and we love watching them grow over the course of a summer. To our new summer analysts: we are glad you are here. We cannot wait to see what you bring to the team.
Industry veterans Lorie Beers and Carl Comstock join to expand the firm’s capabilities in restructuring, liability management, and special situations advisory
Cascadia Capital, an independent investment bank serving middle-market clients globally, today announced the launch of its Restructuring & Special Situations practice with the addition of veteran advisors Lorie Beers as Managing Director and Head of Restructuring & Special Situations, Carl Comstock as Director, and several additional professionals expected to join the team in the near term.
The new practice significantly expands Cascadia’s Capital Markets platform and enhances the firm’s ability to advise companies, financial sponsors, lenders, creditor groups, boards of directors, and other stakeholders navigating periods of operational, financial, or market dislocation. The team will provide advisory services across liability management, distressed mergers & acquisitions, recapitalizations, creditor advisory, rescue financings, strategic alternatives evaluations, and special situations transactions.
“Building a differentiated and fully integrated capital markets platform has been a major strategic priority for Cascadia,” said Michael Butler, Chairman and Chief Executive Officer of Cascadia Capital. “Lorie and Carl have built highly respected special situations advisory teams throughout their careers and bring a sophisticated, solutions-oriented approach to advising clients through complex situations. Their addition further strengthens our ability to deliver integrated strategic and capital structure advisory solutions to clients across all market environments.”
The Restructuring & Special Situations practice will operate within Cascadia’s Capital Markets Group alongside the firm’s Debt Advisory and Equity Capital Solutions capabilities, creating an integrated platform serving clients across both performing and stressed situations. The expansion comes amid growing demand for sophisticated advisory solutions as companies, sponsors, and lenders navigate increasingly complex financing and capital structure environments.
“Companies and investors today are facing increasingly complex capital structure and operating challenges, creating demand for sophisticated, industry-informed advisory capabilities,” said Tom Mills, Head of Capital Markets at Cascadia Capital. “Lorie, Carl, and the broader team bring decades of experience advising clients through highly complex situations, and their addition significantly enhances our ability to support clients throughout the full corporate lifecycle.”
Ms. Beers brings more than 35 years of experience spanning investment banking and legal advisory. Prior to joining Cascadia, she founded and led special situations practices at Intrepid Investment Bankers and Cowen. Throughout her career, she has advised companies and stakeholders across a broad range of industries experiencing financial, operational, or strategic disruption.
“One of the things that stood out most about Cascadia was the strength and depth of the firm’s industry banking platform,” said Ms. Beers. “In complex situations, sector expertise and longstanding industry relationships matter tremendously. Cascadia has built a team of true industry bankers with deep domain knowledge. We saw a compelling opportunity to combine that industry expertise with sophisticated liability management and special situations advisory capabilities in a way that is highly differentiated in the middle market, and particularly valuable for companies navigating critical inflection points.”
Mr. Comstock joins as part of the founding team and brings extensive experience advising management teams, lenders, boards, financial sponsors, and stakeholder groups in complex and special situations transactions. Over the course of his career, he has advised on transactions involving more than $50 billion in liabilities and completed dozens of distressed sale and recapitalization transactions across multiple sectors.
Collectively, the team has advised on transactions involving more than $100 billion in liabilities and completed more than 20 special situations advisory mandates since 2020 across a range of industries.
The addition of the new team continues Cascadia’s broader strategic expansion across its investment banking and capital markets platform as the firm continues to invest in growth across advisory capabilities, industry coverage, and senior talent.
To learn more reach out to the Restructuring & Special Situations team:
" ["post_title"]=> string(115) "Cascadia Capital Expands Capital Markets Platform with New Restructuring & Special Situations Advisory Practice" ["post_excerpt"]=> string(0) "" ["post_status"]=> string(7) "publish" ["comment_status"]=> string(6) "closed" ["ping_status"]=> string(6) "closed" ["post_password"]=> string(0) "" ["post_name"]=> string(54) "new-restructuring-special-situations-advisory-practice" ["to_ping"]=> string(0) "" ["pinged"]=> string(0) "" ["post_modified"]=> string(19) "2026-06-02 16:08:36" ["post_modified_gmt"]=> string(19) "2026-06-02 23:08:36" ["post_content_filtered"]=> string(0) "" ["post_parent"]=> int(0) ["guid"]=> string(60) "https://www.cascadiacapital.com/?post_type=news&p=22933" ["menu_order"]=> int(0) ["post_type"]=> string(4) "news" ["post_mime_type"]=> string(0) "" ["comment_count"]=> string(1) "0" ["filter"]=> string(3) "raw" } [4]=> object(WP_Post)#3854 (24) { ["ID"]=> int(22860) ["post_author"]=> string(1) "1" ["post_date"]=> string(19) "2026-05-19 08:31:13" ["post_date_gmt"]=> string(19) "2026-05-19 15:31:13" ["post_content"]=> string(2728) "Cascadia Capital, an independent investment bank serving middle-market clients globally, is pleased to announce that Jon Bushnell has joined the firm as a Managing Director focused on expanding and deepening relationships across the wealth management and professional advisory communities.
Jon is an experienced transaction advisor who works closely with wealth managers and their business-owner clients on exit planning, liquidity events, and other significant corporate finance transactions. He has advised privately held companies, entrepreneurs, and stakeholders through complex strategic and financial decisions, including business sales, recapitalizations, succession planning initiatives, and capital raises.
Jon is particularly focused on helping wealth advisors deliver sophisticated transaction guidance to closely held business owners as they evaluate personal and family liquidity objectives, legacy considerations, and long-term wealth planning implications. He brings a practical, relationship-driven approach to navigating the intersection of investment banking, business transition planning, and owner advisory services.
For more than 20 years, Jon has worked across a variety of industries, supporting clients through critical inflection points requiring sophisticated financial analysis, stakeholder coordination, and disciplined execution. He regularly collaborates with legal, tax, and advisory professionals to help clients navigate transaction complexity and optimize outcomes in dynamic market environments.
“Jon brings a highly complementary skill set and a deep network of trusted relationships that align well with Cascadia’s long-term growth strategy,” said Michael Butler. “His experience working closely with wealth managers, business owners, and professional advisors further strengthens our ability to deliver thoughtful, high-impact strategic advice to middle-market clients. We are thrilled to welcome Jon to the firm.”
“I’m excited to join Cascadia and be part of a platform that has built such a strong reputation for client advocacy, sector expertise, and entrepreneurial culture,” said Jon Bushnell. “Cascadia’s collaborative approach and commitment to delivering exceptional outcomes for middle-market clients make it an ideal fit for both my clients and professional relationships. I look forward to contributing to the continued growth of the firm.”
" ["post_title"]=> string(59) "Cascadia Capital Welcomes Jon Bushnell as Managing Director" ["post_excerpt"]=> string(0) "" ["post_status"]=> string(7) "publish" ["comment_status"]=> string(6) "closed" ["ping_status"]=> string(6) "closed" ["post_password"]=> string(0) "" ["post_name"]=> string(12) "jon-bushnell" ["to_ping"]=> string(0) "" ["pinged"]=> string(0) "" ["post_modified"]=> string(19) "2026-05-19 08:31:16" ["post_modified_gmt"]=> string(19) "2026-05-19 15:31:16" ["post_content_filtered"]=> string(0) "" ["post_parent"]=> int(0) ["guid"]=> string(60) "https://www.cascadiacapital.com/?post_type=news&p=22860" ["menu_order"]=> int(0) ["post_type"]=> string(4) "news" ["post_mime_type"]=> string(0) "" ["comment_count"]=> string(1) "0" ["filter"]=> string(3) "raw" } [5]=> object(WP_Post)#3857 (24) { ["ID"]=> int(22855) ["post_author"]=> string(1) "1" ["post_date"]=> string(19) "2026-05-14 09:31:52" ["post_date_gmt"]=> string(19) "2026-05-14 16:31:52" ["post_content"]=> string(3063) "Cascadia Capital, an independent investment bank serving middle-market clients globally, is pleased to announce that Jeremy Mau has joined the firm as a Managing Director in the Industrials Investment Banking practice, based in the firm’s Los Angeles office. He will lead Cascadia’s automotive aftermarket coverage and further strengthen the firm’s growing Industrials platform.
Mr. Mau brings nearly a decade of middle-market investment banking, advisory, and capital markets experience, with deep expertise advising publicly traded companies, private equity firms, and founder-led businesses across the automotive aftermarket sector. Over the course of his career, he has successfully closed transactions totaling more than $60 billion in aggregate value.
Prior to joining Cascadia, Mr. Mau spent nine years at Lincoln International, where he advised clients across a broad range of strategic and financial transactions. His transaction experience spans sell-side and buy-side M&A, cross-border transactions, leveraged buyouts, restructuring assignments, and capital raises. Mr. Mau’s sector expertise includes Automotive Aftermarket Products & Services, Remanufacturing, and Specialty Vehicles.
“Jeremy is an outstanding addition to Cascadia and another important step in the continued growth of our platform,” said Michael Butler, Chairman and CEO of Cascadia Capital. “He brings deep sector knowledge, strong client relationships, and a highly entrepreneurial mindset that aligns extremely well with our culture. His expertise in the automotive aftermarket further strengthens our Industrials practice and expands our team in Los Angeles.”
Mr. Mau’s addition reflects Cascadia’s continued investment in strategic growth areas across the platform, including expanding industry specialization, deepening sponsor and corporate relationships, and growing the firm’s presence in key markets.
“I’m excited to join Cascadia at such a dynamic time for the firm,” said Jeremy Mau. “Cascadia has built an impressive middle-market platform with a strong reputation for sector expertise, collaboration, and client advocacy. I’m looking forward to helping grow the Industrials practice and expand the firm’s automotive aftermarket coverage alongside such a talented team.”
Prior to his investment banking career, Mr. Mau helped scale and successfully exit his family’s business, giving him firsthand experience building and growing a company from the ground up. He earned a Bachelor of Arts from the University of California, Irvine, graduating Phi Beta Kappa, and holds an MBA from the University of California, Los Angeles Anderson School of Management.
" ["post_title"]=> string(91) "Cascadia Capital Expands Industrials Practice with Addition of Managing Director Jeremy Mau" ["post_excerpt"]=> string(0) "" ["post_status"]=> string(7) "publish" ["comment_status"]=> string(6) "closed" ["ping_status"]=> string(6) "closed" ["post_password"]=> string(0) "" ["post_name"]=> string(6) "jeremy" ["to_ping"]=> string(0) "" ["pinged"]=> string(0) "" ["post_modified"]=> string(19) "2026-05-14 09:31:55" ["post_modified_gmt"]=> string(19) "2026-05-14 16:31:55" ["post_content_filtered"]=> string(0) "" ["post_parent"]=> int(0) ["guid"]=> string(60) "https://www.cascadiacapital.com/?post_type=news&p=22855" ["menu_order"]=> int(0) ["post_type"]=> string(4) "news" ["post_mime_type"]=> string(0) "" ["comment_count"]=> string(1) "0" ["filter"]=> string(3) "raw" } [6]=> object(WP_Post)#3858 (24) { ["ID"]=> int(22719) ["post_author"]=> string(1) "1" ["post_date"]=> string(19) "2026-03-17 08:00:00" ["post_date_gmt"]=> string(19) "2026-03-17 15:00:00" ["post_content"]=> string(3822) "Cascadia Capital, an independent investment bank serving middle-market clients globally, is pleased to announce that Michael Kahn has joined the firm as a Director in its Equity Capital Solutions group. Michael works closely with Co-Heads Sim Ketchum and Peter Purcell to support the continued expansion of Cascadia’s platform focused on connecting private equity sponsors and companies with differentiated sources of equity capital.
The expansion of Cascadia’s Equity Capital Solutions team reflects the firm’s continued investment in capabilities designed to address evolving capital markets dynamics. As middle-market sponsors pursue investments and acquisitions in a more competitive environment, access to reliable deal-by-deal equity capital has become increasingly important. Cascadia’s Equity Capital Solutions platform connects both institutional independent sponsors and private equity funds to a curated network of institutional investors, family offices, and strategic partners to support transaction-specific capital needs.
“Private equity sponsors are operating in a more complex capital environment and increasingly require creative equity solutions to support growth and liquidity,” said Michael Butler, Chairman and Chief Executive Officer of Cascadia Capital. “We offer a platform that connects investors with compelling middle-market opportunities while helping our clients navigate these evolving market dynamics. Michael’s experience and relationships strengthens our ability to deliver differentiated solutions and positions Cascadia at the forefront of this growing segment of the market.”
Michael brings more than a decade of experience advising stakeholders across private markets on complex direct and secondary transactions. His background in sourcing and executing equity capital solutions further enhances Cascadia’s ability to support sponsors seeking flexible capital and investors looking to deploy capital into high-quality middle-market opportunities.
“Having worked with Michael at prior firms we’re thrilled to add his deep network of deal-by-deal private equity investor relationships and corporate finance advisory skills to the platform,” said Sim Ketchum, Co-Head of Equity Capital Solutions at Cascadia.
“We couldn’t be more excited to have Michael as part of our team again,” added Peter Purcell, Co-head of Equity Capital Solutions. “He brings a level of creativity to capital formation processes that our sponsor clients seek amidst an increasingly competitive asset acquisition market.”
“For more than 25 years Cascadia has been a go-to advisor for founders and sponsors in the highly attractive middle market. The opportunity to help expand the firm’s Equity Capital Solutions platform is incredibly compelling,” said Michael Kahn. “As the private equity ecosystem continues to evolve, sponsors and investors increasingly seek flexible capital solutions and truly differentiated direct investment opportunities. Cascadia is ideally positioned to facilitate those connections.”
With the addition of Michael, Cascadia continues to build a dedicated Equity Capital Solutions platform that complements the firm’s broader investment banking capabilities and deep relationships across the sponsor and investor ecosystem.
For more information, please contact:
" ["post_title"]=> string(71) "Cascadia Capital Adds Michael Kahn to its Equity Capital Solutions Team" ["post_excerpt"]=> string(0) "" ["post_status"]=> string(7) "publish" ["comment_status"]=> string(6) "closed" ["ping_status"]=> string(6) "closed" ["post_password"]=> string(0) "" ["post_name"]=> string(12) "michael-kahn" ["to_ping"]=> string(0) "" ["pinged"]=> string(0) "" ["post_modified"]=> string(19) "2026-03-17 09:51:19" ["post_modified_gmt"]=> string(19) "2026-03-17 16:51:19" ["post_content_filtered"]=> string(0) "" ["post_parent"]=> int(0) ["guid"]=> string(60) "https://www.cascadiacapital.com/?post_type=news&p=22719" ["menu_order"]=> int(0) ["post_type"]=> string(4) "news" ["post_mime_type"]=> string(0) "" ["comment_count"]=> string(1) "0" ["filter"]=> string(3) "raw" } [7]=> object(WP_Post)#3859 (24) { ["ID"]=> int(22692) ["post_author"]=> string(1) "1" ["post_date"]=> string(19) "2026-03-03 08:01:27" ["post_date_gmt"]=> string(19) "2026-03-03 15:01:27" ["post_content"]=> string(3753) "Firm strengthens healthcare services expertise to support growing client demand and continued sector evolution
Cascadia Capital, an independent investment bank serving middle-market clients globally, is pleased to announce the expansion of its Healthcare investment banking practice with the addition of Josh Mastracci and John Dean as Managing Directors. These senior hires reflect Cascadia’s continued investment in high-growth sectors and further enhance the firm’s ability to advise healthcare services businesses across a rapidly evolving landscape.
Healthcare services continues to represent one of the most active areas of the middle market, driven by demographic tailwinds, increasing specialization, and sustained private equity investment. The expansion of Cascadia’s healthcare team reinforces the firm’s commitment to delivering deep sector knowledge and strategic advisory support to founders, management teams, and investors across the healthcare ecosystem.
“Healthcare remains a priority growth area for Cascadia, and we are intentionally building a team with deep sector expertise and strong execution capabilities,” said Michael Butler, Chairman and Chief Executive Officer of Cascadia Capital. “Josh and John bring highly complementary experience across healthcare services and transaction execution. Their addition enhances our ability to advise clients navigating growth, consolidation, and strategic partnerships in a dynamic market.”
Together, Josh Mastracci and John Dean expand Cascadia’s healthcare services coverage with dedicated focus across distinct verticals. Their complementary coverage strengthens Cascadia’s ability to support clients across a broad and evolving healthcare ecosystem.
Mr. Mastracci’s sector coverage spans consumer and retail-oriented healthcare categories such as aesthetic medicine and wellness, primary care and longevity, infusion therapy, and women’s health, as well as high-acuity specialties and related facilities including orthopedics, interventional pain, ENT/allergy, and ambulatory surgery centers.
Mr. Dean advises clients across aesthetic medicine, healthcare services, healthcare products and distribution, medical device manufacturing, behavioral health, and animal health. His practice includes advising business owners and investors on M&A, divestitures, and capital raises across the middle market.
“Cascadia has built a platform with real momentum and a clear commitment to growing its Healthcare practice,” said Mr. Mastracci. “I’m excited to join a growing team with a deep bench that combines distinct sector focus with a collaborative culture and is well-positioned to help both sponsors and founders navigate complex transactions.”
“The healthcare sector is rapidly evolving as consumer preferences shift and care moves outside traditional settings, which makes thoughtful strategic advice more important than ever,” added Mr. Dean. “I look forward to working alongside Cascadia’s healthcare team and helping clients navigate growth, partnerships, and long-term value creation.”
" ["post_title"]=> string(103) "Cascadia Capital Expands Healthcare Investment Banking Practice with Addition of Two Managing Directors" ["post_excerpt"]=> string(0) "" ["post_status"]=> string(7) "publish" ["comment_status"]=> string(6) "closed" ["ping_status"]=> string(6) "closed" ["post_password"]=> string(0) "" ["post_name"]=> string(103) "cascadia-capital-expands-healthcare-investment-banking-practice-with-addition-of-two-managing-directors" ["to_ping"]=> string(0) "" ["pinged"]=> string(0) "" ["post_modified"]=> string(19) "2026-03-16 12:52:41" ["post_modified_gmt"]=> string(19) "2026-03-16 19:52:41" ["post_content_filtered"]=> string(0) "" ["post_parent"]=> int(0) ["guid"]=> string(60) "https://www.cascadiacapital.com/?post_type=news&p=22692" ["menu_order"]=> int(0) ["post_type"]=> string(4) "news" ["post_mime_type"]=> string(0) "" ["comment_count"]=> string(1) "0" ["filter"]=> string(3) "raw" } [8]=> object(WP_Post)#3860 (24) { ["ID"]=> int(22430) ["post_author"]=> string(1) "1" ["post_date"]=> string(19) "2026-01-22 15:19:52" ["post_date_gmt"]=> string(19) "2026-01-22 22:19:52" ["post_content"]=> string(24963) "At Cascadia Capital, we are deliberate about how we grow our team and how we invest in our people over time. Developing a strong, values-aligned team is foundational to how we serve our clients—and to the culture we foster across offices and practices.
Over the last 18 months, Cascadia has welcomed 12 senior hires and promoted 4 team members to the senior leadership team at year-end 2025. Full bios and announcements are linked below for additional detail.
As our platform expands, we remain focused on developing leaders from within while thoughtfully adding senior talent to deepen our sector expertise and expand our advisory capabilities.
Watch this short video to learn more about how we think about partnership, collaboration, and long-term growth at Cascadia.
Recent Additions
Over the last 18 months, Cascadia has welcomed several senior leaders whose experience strengthens our sector coverage and expands our ability to serve clients across industries and transaction types.
Jonathan Cantwell — Head of Technology Investment Banking
Jonathan’s appointment signals the expansion of Cascadia’s Technology practice and the formal launch of a Silicon Valley office. As Head of Technology Investment Banking, he brings deep experience and leadership to support innovative growth companies across the technology ecosystem. He brings deep domain knowledge across enterprise software, including transaction experience with artificial intelligence (AI) companies.
Read full announcement
Michael Del Pero — Managing Director | Industrials
Michael Del Pero joined Cascadia’s Industrials team, bringing two decades of M&A and financial advisory experience. His particular expertise lies in advising companies in specialized industries serving technically advanced OEM customers and applications where highly-engineered products and manufacturing processes are required, such as high-reliability electronics and components, mission-critical systems, materials technology, and engineered solutions.
Jordan Finkler — Managing Director | Business Services
Jordan Finkler joined as Managing Director in the firm’s growing Business Services group. Based in the New York office, he will focus on the Technology Services sector, leveraging his extensive experience and expertise to deliver value for clients. He brings over 19 years of transaction experience, primarily advising IT Services and Business Process Outsourcing (BPO) companies.
Aarti Kapoor — Managing Director | Consumer, Retail & E-Commerce
Based in New York, Aarti brings 18 years of experience across private equity investing and advisory, with deep expertise in health, wellness & beauty services, restaurants, and pet products & services. Her addition meaningfully expands Cascadia’s Consumer practice and further strengthens our presence in high-growth consumer verticals.
Read full announcement
Bill Kerkam — Managing Director | Industrials
Bill joins Cascadia as Managing Director leading the Plastics, Print & Packaging practice within Industrials. His addition deepens sector expertise and enhances Cascadia’s ability to deliver tailored M&A and capital markets solutions across critical industrial sub-verticals.
Read full announcement
Sim Ketchum — Managing Director & Co-head | Equity Capital Solutions
Simeon Ketchum joined Cascadia to launch a new Equity Capital Solutions practice focused on deal-by-deal capital formation and advisory for independent sponsors and fund sponsors. He joins Cascadia from Houlihan Lokey, where he most recently led its EMEA region Directs & Co-Investments business, bringing more than two decades of experience advising middle-market businesses, financial sponsors, and institutional investors across global markets.
Read full announcement
Muizz Kheraj — Managing Director | Business Services
Muizz Kheraj joins Cascadia’s Business Services team with more than 20 years of experience, both as a software engineer and as a trusted advisor to middle-market entrepreneurs. His career has been defined by a focus on innovation and capital market solutions for fast-growing technology companies. Muizz advises clients within the digital marketing, media & entertainment, and tech-enabled business service sectors
Tom Mills — Head of Capital Markets
Thomas Mills joined the firm as a Managing Director and Head of the Capital Markets Advisory Group. He brings more than 20 years of experience in debt capital markets, raising capital for clients in a wide variety of industries and transactions, including recapitalizations, growth financings, and management buyouts.
Connor Owens — Chief Financial Officer
Connor Owens joined as Chief Financial Officer at Cascadia where he oversees the finance, strategic planning, human resources, technology, and operations functions, supporting the firm’s ongoing growth.
Pete Purcell — Managing Director & Co-Head | Equity Capital Solutions
Pete Purcell joined Cascadia to launch a new Equity Capital Solutions practice focused on deal-by-deal capital formation and advisory for independent sponsors and fund sponsors. He was previously with Houlihan Lokey, where he was a part of the leadership team of its Directs & Co-Investments business in the U.S.
Nathan Gordon — Director | Technology Investment Banking
Based in Los Angeles with significant time spent in Silicon Valley, Nathan focuses on M&A and capital-raising transactions for enterprise software and technology companies. His addition strengthens Cascadia’s Technology Investment Banking team and enhances coverage for growth-oriented technology clients.
Read full announcement
Michael Kahn — Director | Equity Capital Solutions
Michael Kahn is a Director in Cascadia Capital’s Equity Capital Solutions Group, bringing more than 12 years of experience advising independent and funded sponsors on complex direct and secondary capital raises. He connects sophisticated investors with differentiated middle-market opportunities, drawing on prior roles at Houlihan Lokey, Triago, and leading global investment firms.
Promotions
We are pleased to have announced the following senior team promotions, recognizing leadership, and impact across the firm. These individuals continue to support our clients and contribute to Cascadia’s long-term growth.
Kerri Hagen — Managing Director | Financial Sponsors Group
Kerri has been promoted to Managing Director in the Financial Sponsors Group. Kerri has been an exceptional contributor to Cascadia since joining the firm, and this promotion reflects both the impact she has had on our platform and the trust she has built across the private equity community. Our private equity relationships and transaction activity have grown meaningfully in recent years, and Kerri has been a key part of that growth—bringing strong sponsor-side perspective, exceptional market connectivity, and a highly collaborative approach with our banking teams.
Kayla Cartoski — Director | Capital Markets
Kayla has been promoted to Director in Cascadia’s Capital Markets group. Kayla has been instrumental in building a platform designed to deliver consistent, high-quality outcomes for clients. She has led execution on eight closed transactions over the past 18 months and has been instrumental in developing the processes and team that support efficient, disciplined execution.
Tyler Howard — Director | Food, Beverage & Agribusiness
Tyler has been promoted to Director in Cascadia’s Food, Beverage & Agribusiness group. Since joining the firm, Tyler has been a meaningful contributor, supporting clients across four Ingredients transactions over the past 12 months. He has delivered consistently strong execution and brings valuable prior experience that has meaningfully strengthened the group.
Phil Sheridan — Director | Business Services
Phil has been promoted to Director in Cascadia’s Business Services group. He has played a critical role in strengthening deal execution practices and supporting the build-out of the Facilities Services practice. He is a trusted partner to deal teams, known for driving high-quality execution and contributing to the development of thoughtful, differentiated client materials
Managing Director
Financial Sponsors Group
Cascadia Capital, an investment bank serving middle-market clients globally, is pleased to announce that Kerri Hagen has been promoted to Managing Director within the firm’s Financial Sponsors Group.
Ms. Hagen works closely with Cascadia’s industry and product teams to support the firm’s growing base of financial sponsor clients, connecting private equity firms and other institutional investors with differentiated middle-market deal flow and advisory capabilities across M&A, capital markets, and strategic growth initiatives.
“Kerri has been an exceptional contributor to Cascadia since joining the firm, and this promotion reflects both the impact she has had on our platform and the trust she has built across the private equity community,” said Scott Ames, Head of Financial Sponsors at Cascadia Capital. “Our private equity relationships and transaction activity have grown meaningfully in recent years, and Kerri has been a key part of that growth—bringing strong sponsor-side perspective, exceptional market connectivity, and a highly collaborative approach with our banking teams.”
Ms. Hagen joined Cascadia from Gemspring Capital, a middle-market private equity firm, where she served as Director of Business Development and was responsible for sourcing new investments and leading the firm’s business development and investment banking relationships. Prior to Gemspring, she was a Senior Business Development Consultant at Axial, where she supported deal sourcing and M&A activity for middle-market private equity firms, family offices, and lenders. Earlier in her career, she served as Vice President, Equity Sales at The Buckingham Research Group and held roles supporting research, sales, and trading functions at IHS Markit (formerly Ipreo, a portfolio company of Blackstone and Goldman Sachs).
Ms. Hagen has sourced and evaluated hundreds of investment opportunities across a wide range of sectors and brings a differentiated perspective shaped by experience across private equity, public equity, fixed income, and M&A and financing advisory. She received a B.A. in Communications, summa cum laude, from the University of Michigan and currently serves on ACG New York’s Women of Leadership Committee.
“The pace of activity across the middle market and within the private equity community is incredibly strong, and Cascadia is uniquely positioned to support sponsors through that momentum,” said Ms. Hagen. “I’m excited to continue working with our clients and our banking teams to help identify compelling opportunities and deliver thoughtful, high-quality advice in an increasingly dynamic environment.”
“Kerri’s promotion is a reflection of the strength of our people and the momentum of our platform,” added Cascadia Chairman & CEO, Michael Butler. “She exemplifies the kind of relationship-driven, client-focused leadership that defines Cascadia, and we are thrilled to see her step into this expanded role.”
Cascadia’s Financial Sponsors Group focuses on developing and institutionalizing relationships with leading private equity firms, family offices, and other capital providers. The firm’s financial sponsor clients value Cascadia’s high-quality middle-market deal flow, outstanding execution, and the ability to deliver the firm’s sector and product expertise through coordinated, firmwide engagement.
To connect with Kerri, click here.
" ["post_title"]=> string(78) "Cascadia Promotes Kerri Hagen to Managing Director in Financial Sponsors Group" ["post_excerpt"]=> string(0) "" ["post_status"]=> string(7) "publish" ["comment_status"]=> string(6) "closed" ["ping_status"]=> string(6) "closed" ["post_password"]=> string(0) "" ["post_name"]=> string(78) "cascadia-promotes-kerri-hagen-to-managing-director-in-financial-sponsors-group" ["to_ping"]=> string(0) "" ["pinged"]=> string(0) "" ["post_modified"]=> string(19) "2026-01-13 11:31:50" ["post_modified_gmt"]=> string(19) "2026-01-13 18:31:50" ["post_content_filtered"]=> string(0) "" ["post_parent"]=> int(0) ["guid"]=> string(60) "https://www.cascadiacapital.com/?post_type=news&p=22491" ["menu_order"]=> int(0) ["post_type"]=> string(4) "news" ["post_mime_type"]=> string(0) "" ["comment_count"]=> string(1) "0" ["filter"]=> string(3) "raw" } [10]=> object(WP_Post)#3862 (24) { ["ID"]=> int(22403) ["post_author"]=> string(1) "1" ["post_date"]=> string(19) "2025-12-10 13:43:24" ["post_date_gmt"]=> string(19) "2025-12-10 20:43:24" ["post_content"]=> string(1038) "We’re pleased to highlight Managing Director Katie Bellows in our latest Meet Our Team video.
Katie leads our Investment Banking Services group and brings a relationship-driven approach to connecting with clients, prospects, and referral partners. She collaborates across our industry teams to strengthen the client experience and elevate how we show up in the market.
Watch the video to learn more about Katie—and stay tuned until the end to hear something that may (or may not!) surprise you about her.
Cascadia Capital, an independent investment bank serving middle-market clients globally, today announced that Aarti Kapoor has joined the firm as a Managing Director in its Consumer, Retail & E-Commerce group. Based in New York, Ms. Kapoor brings 18 years of consumer and retail transaction experience across private equity investing and advisory, with deep expertise in health, wellness & beauty services, restaurants, and pet products & services.
Ms. Kapoor joins Cascadia from VMG Partners, a leading consumer and retail growth equity firm, where she served as a Partner in the investment fund and CEO of VMG Consumer Acquisition Corp. (NASDAQ: VMGA). Prior to VMG, she spent nearly 15 years in investment banking at Goldman Sachs, Moelis & Company, and Citi, advising public and private companies on mergers & acquisitions, capital raising, and strategic alternatives.
Throughout her career, Ms. Kapoor has developed a strong track record advising clients across a broad range of deal stages and profiles—from emerging growth and family/founder-owned businesses to large-cap public companies—and across financial products, including M&A and raising capital in both the private and public markets. She is widely regarded for her deep domain expertise in multi-unit consumer services such as fitness, wellness, aesthetic services, restaurants, and pet services, as well as her specialized focus on pet consumer products.
“Aarti brings a rare combination of senior investment banking experience and principal investing expertise that will immediately elevate our consumer practice,” said William Susman, Head of Cascadia’s Consumer group. “Her deep relationships across the multi-unit services, restaurants and pet ecosystems, coupled with her track record at Moelis, Goldman Sachs, and VMG Partners, position her to add tremendous value to our clients. We are thrilled to welcome her to the team and confident her leadership will further strengthen our ability to execute complex, high-impact transactions across the consumer landscape.”
“I’m excited to join Cascadia and help expand the firm’s consumer practice across several categories. Institutional investors continue to lean heavily into multi-unit, service-oriented models in the health, wellness and lifestyle categories, as well as limited-service restaurants. Further, assets in the pet products category continue to benefit meaningfully from robust long-term sector tailwinds, proving attractive to a wide range of both sponsor and strategic buyers,” said Ms. Kapoor. “Having spent my career advising and investing across these categories, I’ve seen firsthand the impact that thoughtful partnership and deep industry expertise can have on businesses at critical inflection points. Cascadia’s independent model, sector focus, and high-touch advisory approach make it a uniquely compelling platform. I look forward to collaborating with this exceptional team to support founders, management teams, and investors as they navigate important strategic and transactional decisions.”
“Aarti’s addition reflects our continued investment in senior talent across key growth sectors,” added Michael Butler, Chairman & CEO of Cascadia Capital. “Her experience across both advisory and principal investing, particularly in high-growth, service-oriented consumer categories, aligns perfectly with our commitment to building the most effective, deeply specialized advisory platform in the market. We are proud to welcome her to Cascadia.”
To learn more about Aarti, or connect with her, please visit her profile:
" ["post_title"]=> string(86) "Cascadia Expands Consumer Practice with the Addition of Managing Director Aarti Kapoor" ["post_excerpt"]=> string(0) "" ["post_status"]=> string(7) "publish" ["comment_status"]=> string(6) "closed" ["ping_status"]=> string(6) "closed" ["post_password"]=> string(0) "" ["post_name"]=> string(12) "aarti-kapoor" ["to_ping"]=> string(0) "" ["pinged"]=> string(0) "" ["post_modified"]=> string(19) "2025-12-08 16:10:41" ["post_modified_gmt"]=> string(19) "2025-12-08 23:10:41" ["post_content_filtered"]=> string(0) "" ["post_parent"]=> int(0) ["guid"]=> string(60) "https://www.cascadiacapital.com/?post_type=news&p=22387" ["menu_order"]=> int(0) ["post_type"]=> string(4) "news" ["post_mime_type"]=> string(0) "" ["comment_count"]=> string(1) "0" ["filter"]=> string(3) "raw" } [12]=> object(WP_Post)#3864 (24) { ["ID"]=> int(22368) ["post_author"]=> string(1) "1" ["post_date"]=> string(19) "2025-12-04 07:49:07" ["post_date_gmt"]=> string(19) "2025-12-04 14:49:07" ["post_content"]=> string(5575) "Launching Deal-by-Deal Direct Private Equity Advisory Business Serving Institutional Independent Sponsors and Fund Sponsors
Cascadia Capital, an independent investment bank serving middle-market clients globally, has announced the expansion of its Capital Markets platform with the launch of a new Equity Capital Solutions practice focused on deal-by-deal capital formation and advisory. A fast-growing alternative to traditional blind-pool private equity fund investing, this new product capability reflects Cascadia’s continued commitment to providing innovative capital solutions and closer access to private markets opportunities for investors seeking increased transparency, alignment, and asset-level participation.
To lead this initiative, Cascadia has appointed two new Managing Directors, Simeon Ketchum and Peter Purcell, both experienced professionals with extensive backgrounds in private equity, M&A, and capital formation. Mr. Ketchum joins Cascadia from Houlihan Lokey, where he most recently led its EMEA region Directs & Co-Investments business, bringing more than two decades of experience advising middle-market businesses, financial sponsors, and institutional investors across global markets. He was previously a founding member of Triago’s Directs & Co-Investments practice. Mr. Purcell also joins from Houlihan Lokey, where he was a part of the leadership team of its Directs & Co-Investments business in the U.S. Previously, he started and led the West Coast operations of Triago’s Private Capital Advisory business, including Directs & Co-Investments. Prior to this, Peter co-founded and led the Directs business at Eaton Partners | Stifel, well before the emergence of what has become an active advisory market for both funds and independent sponsors. Together, Mr. Ketchum and Mr. Purcell will scale Cascadia’s deal-by-deal equity and hybrid capital capabilities across the North America and EMEA regions.
Direct investments allow investors to participate in single-asset opportunities with or alongside private equity sponsors without committing to a blind-pool fund. The model has accelerated in recent years as institutional investors and sophisticated family offices seek greater visibility into underlying assets, faster paths to value creation, and the ability to build sponsor relationships through individual transactions—particularly in the lower and middle market, where deal flow remains robust.
Cascadia is uniquely positioned to support this shift given its independence, nimble operating structure, and deep sector expertise across broad industry verticals. With a fully scaled investment banking platform and longstanding relationships with private equity firms, strategic buyers, and management teams, Cascadia offers a differentiated ability to source, evaluate, and package single-asset opportunities that align sponsor and investor interests.
“We are excited to broaden our platform with an Equity Capital Solutions offering at a time when investor demand for transparency, alignment, and differentiated access has never been stronger,” said Michael Butler, Chairman and CEO of Cascadia Capital. “As private markets continue to evolve, this capability allows us to meet clients where they are—delivering highly curated opportunities backed by the sector expertise and independent perspective that defines Cascadia.”
“We are thrilled to add Pete and Sim—pioneers in the deal-by-deal market—to our team,” said Tom Mills, Head of Capital Markets. “Their expertise meaningfully strengthens our platform and expands the ways we create value for clients and investors. The product expansion builds on Cascadia’s commitment to providing innovative solutions in the private markets and reflects the growing demand for tailored guidance in capital formation and allocation.”
“Cascadia offers a strong platform to build this offering given its independence, entrepreneurial culture, and diverse sub-sector coverage,” said Mr. Ketchum. “The momentum behind single-asset investing is extraordinary and represents private equity returning to its roots in its purest form. In this market environment, it’s important to deliver unique opportunities to investors in bespoke investment structures, which is one of Cascadia’s power alleys.”
“Cascadia is the perfect fit for us, both in terms of its proactive, dynamic, and team-oriented culture, as well as its industry expertise and position within the private equity market,” added Mr. Purcell. “We’re having fun already and the energy at the firm is contagious. The single asset private equity model offers undeniable appeal and benefits all parties involved, which proves out in the returns.”
To learn more reach out to the Equity Capital Solutions team:
" ["post_title"]=> string(73) "Cascadia Capital Welcomes Veteran Dealmakers Sim Ketchum and Pete Purcell" ["post_excerpt"]=> string(0) "" ["post_status"]=> string(7) "publish" ["comment_status"]=> string(6) "closed" ["ping_status"]=> string(6) "closed" ["post_password"]=> string(0) "" ["post_name"]=> string(41) "cascadia-simeon-ketchum-and-peter-purcell" ["to_ping"]=> string(0) "" ["pinged"]=> string(0) "" ["post_modified"]=> string(19) "2025-12-04 07:49:10" ["post_modified_gmt"]=> string(19) "2025-12-04 14:49:10" ["post_content_filtered"]=> string(0) "" ["post_parent"]=> int(0) ["guid"]=> string(60) "https://www.cascadiacapital.com/?post_type=news&p=22368" ["menu_order"]=> int(0) ["post_type"]=> string(4) "news" ["post_mime_type"]=> string(0) "" ["comment_count"]=> string(1) "0" ["filter"]=> string(3) "raw" } [13]=> object(WP_Post)#3865 (24) { ["ID"]=> int(22317) ["post_author"]=> string(1) "6" ["post_date"]=> string(19) "2025-11-18 10:47:12" ["post_date_gmt"]=> string(19) "2025-11-18 17:47:12" ["post_content"]=> string(795) "In this special fireside discussion, Cascadia Chairman & CEO Michael Butler and Managing Director & Head of the Financial Sponsors Group Scott Ames share an inside look at the firm’s continued growth and the shifting dynamics shaping today’s private equity landscape.
Cascadia Capital, an independent investment bank serving middle-market clients globally, today announced that Nathan Gordon has joined the firm as a Director in its Technology Investment Banking group. Mr. Gordon will be based in Los Angeles and spend significant time in Silicon Valley. He will focus on originating and executing M&A and capital-raising transactions for enterprise software and technology companies.
Mr. Gordon’s addition follows Cascadia’s recent announcement of Jonathan Cantwell as Head of Technology Investment Banking, marking another important step in the firm’s commitment to scaling its Technology practice and deepening its capabilities across key subsectors.
Mr. Gordon has over 20 years of experience as an investment banker, private equity investor, and entrepreneur. Most recently, he founded, scaled, and successfully exited an e-commerce business, providing him with first-hand operational expertise that complements his years of advising and investing in middle-market growth businesses. Earlier in his career, he was a senior banker at Houlihan Lokey, where he advised technology companies on M&A and financing transactions. Mr. Gordon earned a B.S. from the Marshall School of Business at the University of Southern California.
“Welcoming Nathan is another step in Cascadia’s strategy to build a world-class Technology practice,” said Michael Butler, Chairman & CEO of Cascadia Capital. “We are making meaningful investments in this area to serve clients across the country, and Nathan’s expertise as both an advisor and operator further strengthens our ability to guide growth companies through complex strategic decisions.”
“I’m excited to welcome Nathan, who I have known for over 20 years, as we build momentum in Cascadia’s Technology group,” said Jonathan Cantwell, Managing Director and Head of Technology Investment Banking. “This key strategic hire highlights the firm’s commitment to expanding our capabilities. As we grow the practice, my focus is on recruiting top-tier talent and driving our efforts to advise category leaders across the technology sector. Nathan’s unique mix of entrepreneurial and advisory experience is exactly the type of perspective we want on our team.”
“Cascadia’s investment in its Technology practice comes as software companies face a wave of consolidation and renewed investor interest,” added Mr. Gordon. “I’m excited to help grow the group’s presence and support entrepreneurs and investors as they navigate this next phase of the market."
" ["post_title"]=> string(94) "Cascadia Expands Technology Investment Banking Team with Addition of Nathan Gordon as Director" ["post_excerpt"]=> string(0) "" ["post_status"]=> string(7) "publish" ["comment_status"]=> string(6) "closed" ["ping_status"]=> string(6) "closed" ["post_password"]=> string(0) "" ["post_name"]=> string(13) "nathan-gordon" ["to_ping"]=> string(0) "" ["pinged"]=> string(0) "" ["post_modified"]=> string(19) "2025-10-09 08:07:40" ["post_modified_gmt"]=> string(19) "2025-10-09 15:07:40" ["post_content_filtered"]=> string(0) "" ["post_parent"]=> int(0) ["guid"]=> string(60) "https://www.cascadiacapital.com/?post_type=news&p=22198" ["menu_order"]=> int(0) ["post_type"]=> string(4) "news" ["post_mime_type"]=> string(0) "" ["comment_count"]=> string(1) "0" ["filter"]=> string(3) "raw" } [15]=> object(WP_Post)#3867 (24) { ["ID"]=> int(22186) ["post_author"]=> string(1) "1" ["post_date"]=> string(19) "2025-10-06 06:45:00" ["post_date_gmt"]=> string(19) "2025-10-06 13:45:00" ["post_content"]=> string(4554) "Strategic Hire Signals Launch of Silicon Valley Office Amid Expansion of Cascadia's Technology Practice
Cascadia Capital, an independent investment bank serving middle-market clients globally, is pleased to announce the appointment of Jonathan Cantwell as Head of Technology Investment Banking. This strategic hire underscores Cascadia’s commitment to scaling its Technology practice and formally launching a dedicated Silicon Valley office to serve innovative growth companies.
With more than 20 years of technology investment banking experience, Mr. Cantwell has completed over 100 transactions with public and private technology companies. He brings deep domain knowledge across enterprise software, including transaction experience with artificial intelligence (AI) companies. Over his career, Mr. Cantwell has closed deals with leading technology companies such as Oracle, Salesforce, IBM, Workday, UiPath, Vonage, and Mindbody, and with private equity firms including Vista Equity, Accel-KKR, Insight Partners, Spectrum Equity, PSG Growth, Marlin Equity, and K1, among many others.
Prior to joining Cascadia, Mr. Cantwell was a Partner and Head of the Software practice at GP Bullhound. He previously was a technology banker at Pacific Crest Securities and Pagemill Partners in Silicon Valley and began his career with Ernst & Young in New York. He holds a degree from the Marshall School of Business at the University of Southern California.
“Technology remains one of the most dynamic and opportunity-rich sectors in the global economy and it is currently at the beginning of a transformational wave with AI. Cascadia is committed to investing in the people and resources needed to serve the technology sector at the highest level,” said Michael Butler, Chairman & CEO of Cascadia Capital. “Over the past two decades, we’ve built deep expertise in high-growth industries, and bringing Jonathan on board reflects our strategy of identifying key sectors early and assembling best-in-class teams to help clients navigate pivotal moments in their growth.”
“Jonathan brings a rare combination of seasoned execution experience, deep software sector insight, and an exceptional global network,” Butler continued. “His track record in enterprise software and his ability to guide clients through complex transactions make him the ideal leader for Cascadia’s Technology Investment Banking practice. We are thrilled to welcome him and look forward to expanding our footprint in Silicon Valley and beyond under his leadership.”
Mr. Cantwell joins Cascadia as the firm establishes its Silicon Valley presence, the cornerstone of a plan to grow a team of approximately 20 technology bankers focused on the high end of the middle market. As head of the group, Mr. Cantwell will spearhead recruitment of top talent and drive the firm’s efforts to advise category leaders across the technology sector.
“Cascadia has a proven history of recognizing emerging trends and building sector-specialized teams to meet client needs, and I’m excited to lead and grow the Technology group,” said Mr. Cantwell. “The pace of innovation in enterprise software, particularly in enterprise automation and agentic AI, creates tremendous opportunities for strategic consolidation and growth investments. I look forward to partnering with our talented bankers to help clients capture those opportunities and build on Cascadia’s reputation as a premier advisor to the middle market."
" ["post_title"]=> string(76) "Cascadia Appoints Jonathan Cantwell as Head of Technology Investment Banking" ["post_excerpt"]=> string(0) "" ["post_status"]=> string(7) "publish" ["comment_status"]=> string(6) "closed" ["ping_status"]=> string(6) "closed" ["post_password"]=> string(0) "" ["post_name"]=> string(17) "jonathan-cantwell" ["to_ping"]=> string(0) "" ["pinged"]=> string(0) "" ["post_modified"]=> string(19) "2025-10-03 14:19:32" ["post_modified_gmt"]=> string(19) "2025-10-03 21:19:32" ["post_content_filtered"]=> string(0) "" ["post_parent"]=> int(0) ["guid"]=> string(60) "https://www.cascadiacapital.com/?post_type=news&p=22186" ["menu_order"]=> int(0) ["post_type"]=> string(4) "news" ["post_mime_type"]=> string(0) "" ["comment_count"]=> string(1) "0" ["filter"]=> string(3) "raw" } [16]=> object(WP_Post)#3868 (24) { ["ID"]=> int(22014) ["post_author"]=> string(1) "6" ["post_date"]=> string(19) "2025-09-18 08:35:33" ["post_date_gmt"]=> string(19) "2025-09-18 15:35:33" ["post_content"]=> string(2748) "Cascadia Capital, an independent investment bank serving middle-market clients globally, is pleased to announce that Bill Kerkam has joined the firm as a Managing Director in its Industrials group. Mr. Kerkam will lead Cascadia’s Plastics, Print & Packaging practice, deepening the firm’s expertise in these critical industrial sub-verticals and enhancing its ability to deliver tailored M&A and capital markets solutions to its clients.
Mr. Kerkam brings more than 25 years of investment banking and capital markets experience, including over a decade advising private equity firms, business owners, and corporations in the plastics, print, and packaging industries. He previously served as Partner, Principal, Managing Director (“PPMD”) at Deloitte Corporate Finance, where he focused on M&A advisory across these sectors. Earlier in his career, Bill led global corporate development activities for WestRock (formerly NYSE: WRK), executing numerous packaging transactions across the U.S. and Europe.
“Bill’s deep sector knowledge and global transaction experience make him an outstanding addition to our Industrials team,” said Michael Butler, Chairman & CEO of Cascadia Capital. “His track record in plastics, print, and packaging aligns perfectly with our strategy to deliver specialized expertise and exceptional outcomes for our clients.”
“I am excited to join Cascadia and contribute to a firm known for its collaborative culture and sector-focused approach,” said Mr. Kerkam. “Cascadia’s national platform and strong private equity relationships provide an excellent foundation to help clients navigate complex transactions and achieve their strategic goals.”
Cascadia’s Diversified Industrials group delivers M&A and capital raising services to leading growth companies across the sector. With a focus on specialized, defensible niches and proprietary technologies or manufacturing processes, the team leverages deep relationships with strategic buyers and investors to achieve exceptional outcomes. Mr. Kerkam’s addition enhances this expertise and expands the group’s coverage of the plastics, print, and packaging sub-verticals.
" ["post_title"]=> string(95) "Cascadia Capital Expands Industrials Practice with Addition of Bill Kerkam as Managing Director" ["post_excerpt"]=> string(0) "" ["post_status"]=> string(7) "publish" ["comment_status"]=> string(6) "closed" ["ping_status"]=> string(6) "closed" ["post_password"]=> string(0) "" ["post_name"]=> string(32) "bill-kerkam-as-managing-director" ["to_ping"]=> string(0) "" ["pinged"]=> string(0) "" ["post_modified"]=> string(19) "2026-01-21 11:50:29" ["post_modified_gmt"]=> string(19) "2026-01-21 18:50:29" ["post_content_filtered"]=> string(0) "" ["post_parent"]=> int(0) ["guid"]=> string(60) "https://www.cascadiacapital.com/?post_type=news&p=22014" ["menu_order"]=> int(0) ["post_type"]=> string(4) "news" ["post_mime_type"]=> string(0) "" ["comment_count"]=> string(1) "0" ["filter"]=> string(3) "raw" } [17]=> object(WP_Post)#3869 (24) { ["ID"]=> int(21953) ["post_author"]=> string(1) "1" ["post_date"]=> string(19) "2025-08-15 10:47:46" ["post_date_gmt"]=> string(19) "2025-08-15 17:47:46" ["post_content"]=> string(826) "We’ve recently advised on a series of notable transactions across industry sectors—each one reflecting the trust our clients place in our team and the strength of today’s market.
… and there is more to come!
View our latest transactions and insights at www.cascadiacapital.com
We have just wrapped up one of the strongest intern classes we’ve ever had at Cascadia. Their curiosity, drive, and fresh ideas left a big impression, and through our hands-on, apprenticeship approach, we believe they gained valuable experience working alongside our bankers. We can’t wait to welcome many of them back next year as part of our 2026 full-time analyst cohort.
Moments like these remind us why culture matters. It’s the foundation for how we work together, how we develop our people, and how we create impact for our clients.
We captured that spirit in a new video featuring voices from across our team, sharing what it’s like to build a career at Cascadia.
On March 12–13, Cascadia hosted the Cascadia Connect Advanced Manufacturing & Industrial Technology (AMIT) conference in Santa Monica, California at Hotel Casa del Mar. The event brought together investors and company executives to build 1:1 connections in a relaxed and convivial atmosphere while gaining actionable insights and timely perspectives.
The conference welcomed over 200 attendees, including more than 40 companies in the Advanced Manufacturing & Industrial Technology ecosystem and more than 60 private equity firms. The two-day program featured 9 panels, 3 breakfast speakers, and a keynote from Ryan Kelly, Vice President of Technology at The Association of Manufacturing Technology. Attendees also enjoyed curated meals and receptions, participated in 140+ one-on-one meetings, and took advantage of numerous networking opportunities.
Watch the recap video below to experience the highlights.
This week, Cascadia Capital welcomed its Class of 2026 First-Year Analysts to the firm. It is a moment we look forward to each year: a new group of talented young professionals joining our team, ready to learn the craft of investment banking and contribute to the work we do for our clients.
Cascadia has always believed that the strongest working relationships start early. That belief shapes how we bring on and develop new talent, and it reflects who we are as a firm: independent, collaborative, and committed to growing careers from the ground up.
We are proud to invest in the next generation of bankers, and we look forward to the energy, curiosity, and hard work this class will bring to Cascadia in the years ahead.
Welcome to Cascadia.