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John Lanza, Managing Director

Cascadia, a leading investment banking firm, is excited to announce the appointment of John Lanza as a Managing Director in the Business Services group. Mr. Lanza will focus on expanding the firm's expertise specifically in Facilities Services (both residential and commercial), Residential Services, and Workforce Management.

With a distinguished career spanning over 20 years in investment banking, Lanza brings a wealth of experience and a proven track record in the Business Services sector. He has successfully completed over 70 transactions, specializing in M&A sell-side, buy-side, board advisory, and capital raising. His deep focus on and expertise within the sub-sectors he covers has positioned him as a trusted advisor to numerous clients.

Before joining Cascadia, Mr. Lanza served as a Managing Director at DC Advisory and Stifel, following a decade of impactful work at Bank of America Merrill Lynch. He holds an MBA from Harvard Business School, an MS from the University of Virginia, and a BS from Boston College.

John Lanza joins Cascadia at an opportune time as the firm continues to build on its momentum in the Business Services sector. His appointment follows the recent addition of Connor Mitchell to the group, further strengthening Cascadia's capabilities and commitment to providing top-tier advisory services.

“We believe that asset efficient businesses will lead the next cycle and we are building out our services team to better support our clients in this space, with a particular focus on residential services, which John has deep and relevant expertise,” said Cascadia Chairman & CEO Michael Butler.

"I am thrilled to join Cascadia and contribute to the growth of the Business Services group," said Mr. Lanza. "The firm's dedication to expanding its presence in high-growth sectors aligns perfectly with my professional background and expertise. I look forward to working with the talented team at Cascadia to deliver exceptional results for our clients."

"Cascadia has significantly expanded its sector coverage and product offerings over the past 24 months with over a dozen senior hires and promotions," added Mr. Butler. "We are particularly focused on enhancing our presence and capabilities in leading growth sectors. John's extensive experience and expertise make him an invaluable addition to our team."

Mr. Lanza will be located in Cascadia’s New York office alongside Tim Lufkin, who joined the Financial Sponsors Group in February 2024, as well as William Susman and Ilya Seglin, who joined Cascadia’s Consumer team following Cascadia’s acquisition of Threadstone Capital in January 2024.

To learn more about Mr. Lanza, please visit his profile here.
To learn more about Cascadia's Business Services investment banking services, click here.

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John Lanza, Managing Director

Cascadia, a leading investment banking firm, is excited to announce the appointment of John Lanza as a Managing Director in the Business Services group. Mr. Lanza will focus on expanding the firm's expertise specifically in Facilities Services (both residential and commercial), Residential Services, and Workforce Management.

With a distinguished career spanning over 20 years in investment banking, Lanza brings a wealth of experience and a proven track record in the Business Services sector. He has successfully completed over 70 transactions, specializing in M&A sell-side, buy-side, board advisory, and capital raising. His deep focus on and expertise within the sub-sectors he covers has positioned him as a trusted advisor to numerous clients.

Before joining Cascadia, Mr. Lanza served as a Managing Director at DC Advisory and Stifel, following a decade of impactful work at Bank of America Merrill Lynch. He holds an MBA from Harvard Business School, an MS from the University of Virginia, and a BS from Boston College.

John Lanza joins Cascadia at an opportune time as the firm continues to build on its momentum in the Business Services sector. His appointment follows the recent addition of Connor Mitchell to the group, further strengthening Cascadia's capabilities and commitment to providing top-tier advisory services.

“We believe that asset efficient businesses will lead the next cycle and we are building out our services team to better support our clients in this space, with a particular focus on residential services, which John has deep and relevant expertise,” said Cascadia Chairman & CEO Michael Butler.

"I am thrilled to join Cascadia and contribute to the growth of the Business Services group," said Mr. Lanza. "The firm's dedication to expanding its presence in high-growth sectors aligns perfectly with my professional background and expertise. I look forward to working with the talented team at Cascadia to deliver exceptional results for our clients."

"Cascadia has significantly expanded its sector coverage and product offerings over the past 24 months with over a dozen senior hires and promotions," added Mr. Butler. "We are particularly focused on enhancing our presence and capabilities in leading growth sectors. John's extensive experience and expertise make him an invaluable addition to our team."

Mr. Lanza will be located in Cascadia’s New York office alongside Tim Lufkin, who joined the Financial Sponsors Group in February 2024, as well as William Susman and Ilya Seglin, who joined Cascadia’s Consumer team following Cascadia’s acquisition of Threadstone Capital in January 2024.

To learn more about Mr. Lanza, please visit his profile here.
To learn more about Cascadia's Business Services investment banking services, click here.

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Connor Mitchell, Managing Director

Cascadia Capital, a leading independent investment bank, is pleased to announce the addition of Connor Mitchell as Managing Director, augmenting its Business Services practice. Mr. Mitchell brings over 16 years of extensive experience in advising clients across the most active Human Capital and Professional Services sub-sectors, including Consulting, Professional Staffing, Healthcare Staffing, and Human Capital Management.

In his new role, Mr. Mitchell will focus on serving clients within these dynamic sectors, leveraging his expertise in M&A and capital raising transactions for founder-owned and private equity-backed clients. With a track record of successfully executing over 40 transactions totaling more than $4 billion in transaction value, Mr. Mitchell's addition further strengthens Cascadia Capital's capabilities in delivering strategic advisory services to its clients and underscores its commitment to serving high-growth sectors, like Business Services, with unparalleled industry expertise.

"Connor's deep industry knowledge and transactional expertise make him a valuable addition to our team," said Michael Butler, Chairman and CEO of Cascadia Capital. "Over the last 24 months, Cascadia has added 10 senior bankers with exceptional track records and acute industry knowledge to further build out our sector and product coverage, and enhance our ability to serve clients and partners as the market gains momentum.”

Prior to joining Cascadia Capital, Mr. Mitchell served as Managing Director in the Business Services Group at Solomon Partners, where he built and led the Human Capital & Professional Services practice. He also held the position of Managing Director at FocalPoint Partners, co-founding and expanding the Chicago office during his tenure.

"I am excited to join the Cascadia team and contribute to the growth and success of the Business Services practice," said Connor Mitchell. "Cascadia's commitment to providing independent, strategic advice, its strong reputation within the industry and a growth-focused culture are what drew me to the platform. I look forward to working with the team to deliver exceptional outcomes for our clients."

Mr. Mitchell will be based in Cascadia’s Austin, Texas office.

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Cascadia Capital, one of the nation’s most active independent middle-market investment banks, proudly announces the promotion of Naaman Heyman to Managing Director. This well-deserved promotion reflects Mr. Heyman's exceptional contributions to the firm and his instrumental role in the firm’s Industrials group.

Mr. Heyman leads the firm’s Building Products and Specialty Construction Services practice and brings a wealth of experience and expertise to this new role. He is dedicated to advising and executing strategic transactions on behalf of clients in the sector, showcasing an exemplary track record of success. Notable recent transactions include the acquisition of Stoner Electric by Prime Electric, a portfolio company of WestView Capital Partners and Valley Supply Co.’s sale to White Cap.

Before joining Cascadia Capital, Naaman Heyman served as Vice President in Barclays’ Industrials Group in New York. During his tenure, he provided invaluable insights and guidance to Distribution and Building Products companies on a diverse range of transactions, including M&A, equity, and debt transactions. His keen understanding of the industry and strategic acumen have consistently positioned him as a trusted advisor in the financial landscape.

Prior to his role at Barclays, Mr. Heyman served as the Assistant Corporate Treasurer at Orbotech, where he played a pivotal role in managing the company’s investments and overseeing external subsidies.

Commenting on Mr. Heyman's promotion, Michael Butler, Chairman & CEO of Cascadia Capital, noted, "Naaman has been an integral part of our team, demonstrating exceptional leadership and a deep commitment to our clients. His promotion to Managing Director is a testament to his outstanding contributions and reflects our confidence in his ability to drive success and build a class-leading practice in the Building Products and Specialty Construction space."

Naaman Heyman's promotion reinforces Cascadia Capital's commitment to excellence in providing top-tier financial advisory services to its clients. His extensive background and proven track record make him a valuable asset to the firm's leadership team, ensuring continued growth and success for the firm.

To connect with Mr. Heyman, please reach out to nheyman@cascadiacapital.com

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Cascadia Capital, one of the nation’s most active independent middle-market investment banks, is pleased to welcome Ben Freking as the newest Director in the firm’s Healthcare group. Ben brings over a decade of experience and a wealth of expertise in providing strategic advice and transaction services to clients with outsourced services business models, including facility and equipment services, professional services, human capital services, and education and training services. At Cascadia, he will be focused on serving clients and financial sponsors investing at the cross section of healthcare and outsourced management services, including medical equipment service, healthcare management services, and other outsourced provider services.

"I am thrilled to join Cascadia Capital and be part of a team that has a robust reputation for delivering extraordinary results in the healthcare sector," said Ben Freking. "I have actively advised clients across the professional and technical services landscape, developing a particular affinity for clients who serve the healthcare end market."

Prior to joining Cascadia, Mr. Freking spent several years at Lazard, primarily advising sponsor-backed companies. During this time, he cultivated a deep understanding of M&A value drivers and differentiators for service-based transactions. His expertise and strategic insights make him a valuable addition to Cascadia’s Healthcare team. Mr. Freking began his career at PricewaterhouseCoopers (PwC), where he honed a highly technical skillset as a CPA.

"We are excited to welcome Ben to the Healthcare team," said Adam Stormoen, Managing Director and Head of the Healthcare group at Cascadia. "His deep domain expertise around prominent areas of focus for our Healthcare team and a proven track record as an exceptional banker will further enhance our capabilities and reinforce our commitment to delivering top-notch service to our clients."

Cascadia Capital is confident that Ben's addition to the team will not only strengthen the firm's position as a trusted advisor but also contribute significantly to the success of its healthcare-focused transactions.

“We are thrilled to have Ben join our esteemed Healthcare practice,” added Cascadia CEO & Chairman Michael Butler. “Adding a banker of Ben’s caliber to our senior leadership team aligns with our mission to assemble a top-tier team of professionals capable of navigating the complexities of the evolving market landscape. With a growing team and a keen eye on market opportunities, Cascadia is better positioned than ever to serve our clients with excellence."

To connect with Mr. Freking, please reach out to bfreking@cascadiacapital.com.

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Cascadia Capital, LLC, one of the nation’s most active independent middle-market investment banks, is pleased to announce the appointment of Tim Lufkin as Managing Director in the Financial Sponsors Group. Mr. Lufkin brings strong advisory capabilities, deep relationships within the private equity community, and nearly three decades of experience advising clients on mergers & acquisitions, and strategic advisory assignments, including divestitures, debt and equity financings, and capital raising. Mr. Lufkin will be based in Cascadia’s most recently announced office in New York.

Scott Ames, Managing Director and Head of Cascadia’s Financial Sponsors Group, expressed his excitement about Mr. Lufkin joining the team, stating, "We are thrilled to have Tim on board to complement our expanding Financial Sponsors Group. His long-standing and deep relationships within the private equity community, combined with his extensive experience and growth mindset, will be invaluable in delivering top-tier services to our private equity clients."

Prior to joining Cascadia, Mr. Lufkin was a Managing Director in the Financial Sponsors Group at Rothschild & Co. Prior to Rothschild & Co., Mr. Lufkin was a Managing Director in the Financial Sponsors Group at Truist Securities (formerly BB&T Securities) and a Managing Director at American Capital, Ltd (now Ares Credit Group) in the Sponsor Finance Group originating debt (2nd Lien and Unitranche) for private equity. Mr. Lufkin started his career in the investment banking group at Donaldson, Lufkin & Jenrette Securities.

“I am honored to join Cascadia, a firm with a strong reputation and a commitment to its clients, with excellence in M&A and debt and equity capital raising. I look forward to contributing to the growth of the firm and continuing to build long lasting relationships with our private equity clients,” said Mr. Lufkin.

Cascadia's Chairman & CEO, Michael Butler, emphasized the significance of this appointment, stating, “Tim's addition further strengthens our team and underscores our commitment to providing exceptional services to the financial sponsor community. As we continue to grow, Tim's leadership will play a pivotal role in our ongoing success.”

To connect with Mr. Lufkin, please reach out to tlufkin@cascadiacapital.com.

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Acquisition bolsters consumer & retail coverage capabilities and expands east coast presence

Cascadia Capital, LLC, one of the nation’s most active independent middle-market investment banks, today announced that it will acquire Threadstone Capital, a leading advisor to high-growth consumer, retail, and beauty brands. Threadstone’s investment banking team, led by Managing Director William Susman, will join Cascadia’s Consumer, Retail & E-Commerce group. This addition strengthens Cascadia’s industry breadth in several key verticals, including apparel, accessories, footwear, beauty, personal care, pet, and home design, and marks the firm’s ongoing growth with the addition of a new office in New York City.  

Michael Butler, Chairman & CEO of Cascadia, expressed excitement about the acquisition, stating, “Billy Susman is someone I have long admired, and I am thrilled to welcome him and the talented team at Threadstone to Cascadia. We have been looking to grow our Consumer & Retail practice and open a New York office, and with this transaction we accomplish both objectives.”

“Adding a team of Threadstone’s caliber and industry focus will broaden and complement the exceptional service we deliver to the business owners and investors we advise. Billy and his team have a proven track record and demonstrated passion for the business. Their commitment to excellence and client-focused, collaborative approach fit extremely well with Cascadia’s culture,” added Mr. Butler.

Founded in 2011, Threadstone Capital established itself as a trusted advisor to businesses and financial sponsors throughout the consumer space. Known for its innovative approach and deep industry knowledge, Threadstone has closed over $5 billion in cumulative transaction value for clients.

On joining Cascadia, Mr. Susman noted, “I am very proud of our team’s accomplishments to date and this partnership represents the next chapter of growth for our franchise. Cascadia offers a national footprint and broader resources to further assist our consumer & retail client base in executing their strategic objectives.”

“Michael and his team are building one of the most impressive independent investment banking platforms in the country, and I'm excited that my team can contribute our unique insights and expertise to that effort," Mr. Susman added.

This transaction comes at an exciting time for Cascadia, as the firm looks to build on recent momentum and fuel continued product, industry, coverage, and geographic scaling of the platform following the strategic investment from Atlas Merchant Capital at the end of 2022.

“We have worked hard to build a national Consumer, Retail & E-Commerce practice at Cascadia over the past decade and I am thrilled to extend the exceptional capabilities of the entire Threadstone team to Cascadia's clients," said James Cartales, Cascadia Managing Director in the Consumer group. “Threadstone's experience working with best-in-class brands and clients across the fashion, luxury, and beauty industries adds a new dimension to our industry coverage while bolstering other areas of our existing coverage and we believe the combination with the Cascadia platform will enable us to better serve all of our family, founder, and institutional clients.”

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Cascadia Capital, one of the nation's most active independent middle-market investment banks, is pleased to announce that Ron Rivera has joined the firm as a Managing Director in the Software/Technology group. Mr. Rivera is based in Atlanta and will focus on providing M&A and corporate finance advisory to Cascadia’s clients across the broader Software/Technology industry landscape, including Enterprise Software, Mobility/Automotive Technology & Services and Tech-enabled Services.

With over 30 years of investment banking experience, Mr. Rivera has advised public and private clients, and investors on successful transactions totaling over $15 billion in value. He has closed landmark Software/Technology and Mobility transactions with notable clients and counterparties including Accenture, Belkin, The Michelin Group, Nuance Communications, Oracle, Salesforce.com, Zones, Goldman Sachs, Bregal Sagemount, The Gores Group, Marlin Equity, and many other market-leading companies and private equity firms.

“We are thrilled to add Ron to the Cascadia team,” said Michael Butler, Cascadia Chairman & CEO.  “He is a respected veteran technology banker and brings with him deep relationships and extensive industry knowledge that augments the expertise of our Software/Technology team and extends our leading position in those segments. Adding a Managing Director of Ron’s caliber enhances the exceptional service and capability we deliver to our clients.”

Prior to joining Cascadia, Mr. Rivera was a Partner with Drake Star Partners and previously served as Managing Director, Head of U.S. Technology, Media & Telecom Investment banking at Deloitte Corporate Finance LLC. Previously, Mr. Rivera has served in senior advisory roles with nationally and internationally recognized investment banks and has built successful investment banking practices in key technology markets such as San Francisco/Silicon Valley, New York, Boston, and the Southeast.

Cascadia is a premier investment bank with an exceptional track record, team, and reputation,” said Mr. Rivera. “The firm is terrifically positioned with its expanded national presence, broadened capabilities, and clear market momentum.  I am honored to join Michael and his outstanding team of professionals and excited to help add to our leading franchises in Software/Technology and Mobility.”

To connect with Mr. Rivera, please reach out to rrivera@cascadiacapital.com.

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Cascadia Capital, one of the nation's most active independent middle-market investment banks, announced today that Owen Baldrica has joined the firm as a Director in the Food, Beverage & Agribusiness group. Mr. Baldrica will focus on providing M&A and corporate finance advisory to Cascadia’s clients across the Food & Agribusiness landscape, specifically Agribusiness & AgTech, Food Processors & Ingredients, Food Distribution, and Sports Nutrition sectors.

With a decade of investment banking experience, Mr. Baldrica has advised clients, both domestically and internationally, on successful transactions totaling over $2.5 billion in value. He has worked with both founder- and family-owned businesses, as well as sponsor-backed companies and developed a deep understanding of how these businesses transact, helping to drive optimal outcomes for clients.

“We are very excited to welcome Owen to the Cascadia team and extend Cascadia’s industry leading position in Food, Beverage & Agribusiness,” said Michael Butler, Cascadia Chairman & CEO. “Food, Beverage & Agribusiness remains a core growth area for Cascadia and Owen’s experience will allow us to even better serve our clients through his deep industry relationships and expertise.”

Cascadia Capital, one of the nation's most active independent middle-market investment banks, announced today that Owen Baldrica has joined the firm as a Director in the Food, Beverage & Agribusiness group. Mr. Baldrica will focus on providing M&A and corporate finance advisory to Cascadia’s clients across the Food & Agribusiness landscape, specifically Agribusiness & AgTech, Food Processors & Ingredients, Food Distribution, and Sports Nutrition sectors.

Prior to joining Cascadia, Mr. Baldrica was a part of Lazard’s Consumer, Food and Retail M&A practice, where he advised clients on sell-side and buy-side transaction and strategic advisory engagements. Before Lazard, he was with Wells Fargo Bank serving large food and agribusiness clients.

“I am thrilled and honored to be joining Cascadia as part of the Food, Beverage & Agribusiness practice,” added Mr. Baldrica. “The firm has an outstanding reputation for helping founder- and sponsor-owned businesses achieve their strategic goals and objectives, and I look forward to supporting and expanding our efforts.”

To connect with Mr. Baldrica, please reach out to OBaldrica@cascadiacapital.com.

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Based in Atlanta, Felton Most Recently Served as a Senior Member of the Private Credit and Hybrid Capital Team at Goldman Sachs

Cascadia Capital, one of the nation's most active independent middle-market investment banks, announced today the formal launch of its Capital Markets Advisory practice and expansion to the Atlanta market with the hiring of Managing Director Carle Felton.

Under Felton’s leadership, Cascadia’s Capital Markets Advisory practice will focus on sourcing flexible debt and equity for the firm’s sponsor and privately held business clients with concentrated expertise and high-touch execution. The firm’s expansion to Atlanta marks its continued geographic growth and anchors Cascadia’s presence in the increasingly active Southeast market.

“The Capital Markets Advisory practice is an important expansion of our sponsor coverage and middle-market company advisory offerings, delivering a competitive, thorough process with outstanding execution while allowing our clients to remain focused on their core opportunities,” said Cascadia Chairman and CEO Michael Butler. “Carle and the growing team in Atlanta will be supported by our deep network of relationships, as well as the differentiated industry expertise brought to the table by the whole of Cascadia’s sector-focused banking team nationwide.”

Felton joins Cascadia from Goldman Sachs Private Credit and Hybrid Capital, where he served as a senior member of the team originating debt and equity investments for middle-market clients. His deep experience on the buyside — investing up and down the balance sheet on sponsored and non-sponsored transactions — uniquely equips him with the tools to serve as a close advisor to Cascadia’s clients throughout the duration of a transaction. Cascadia’s Capital Markets Advisory team will not only be heavily involved in the beginning marketing and term sheet phases, as is standard in the market, but will also remain actively engaged in the negotiation, legal documentation, and closing phases to foster better outcomes for its clients.

“In addition to underpinning debt financing solutions for private equity partners, the Capital Markets Advisory practice will work to support the financing needs of private independent companies, provide innovative combinations of debt and structured equity solutions to enable internal recapitalizations, and aid companies seeking capital for the first time,” added Felton. “I am proud to join the Cascadia team and expand the firm’s presence in Atlanta as well as the Southeast more broadly.”

Prior to Goldman Sachs, Felton held the role of Director in Leveraged Finance at SunTrust Robinson Humphrey (now Truist) and, before that, Vice President of Global Sponsor Finance at General Electric Corporation (now Antares Capital). Felton is a CFA charterholder, a Certified Public Accountant, and earned a Master of Accountancy from the University of Georgia.

“We are thrilled to have Carle’s steady hand at the helm as we grow our Capital Markets Advisory practice, supporting existing and new clients as they navigate an increasingly complex financing environment,” said Cascadia Managing Director Scott Ames, head of the firm’s Financial Sponsors Group. “The strong lender and investor relationships Carle has cultivated over his more than 15 years working with private equity firms and private companies, in combination with Cascadia’s longstanding network and resources, will help ensure certainty of execution and market-best terms on behalf of our clients.”

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Cascadia Capital, one of the nation's most active independent middle-market investment banks, announced today that Kevin Frisch has joined the firm as a Managing Director.  Mr. Frisch will focus on providing M&A and corporate finance advisory to Cascadia’s clients in the Advanced Manufacturing and Aerospace, Space & Defense sectors.

“We are very excited to welcome  Kevin to the Cascadia team and extend Cascadia’s focus and expertise in both Advanced Manufacturing and Aerospace, Space & Defense,” said  Michael Butler, Cascadia Chairman & CEO.  “These are growing and dynamic sectors, and Kevin is one of the pre-eminent bankers in the space, with deep industry relationships with both business owners and financial sponsors alike. We are looking forward to working with him to expand and complement our  Industrial franchise and have him contribute his extensive knowledge in assisting Cascadia clients.”

Mr. Frisch brings to Cascadia over 25 years of investment banking experience with extensive expertise in Mergers and Acquisition transactions, as well as private and public debt and equity capital raising. Most recently, he was a Managing Director and Head of Industrials at Imperial Capital where he founded the Advanced Manufacturing & Supply Chain practice. Prior to Imperial, he advised Industrial Technology and Additive Manufacturing companies at FBR Capital Markets.  After receiving his MBA from the Booth School at the University of Chicago, Mr. Frisch began his career as a Mergers and Acquisitions specialist in Industrials at Lehman Brothers. His early experience includes Oppenheimer & Co. and Chase Securities.

“Kevin brings a tremendous amount of firepower to our coverage footprint that will augment our industrials effort and elevate our broader platform,” continued Butler. “Cascadia has added significant talent over the last year. Kevin, alongside our growing senior leadership team, will play an integral role in our next phase of growth as we continue our long-term commitment of delivering superior outcomes for our clients.”

“I’m honored to join Cascadia Capital. The firm’s outstanding reputation, along with its commitment to excellence, are unique in the marketplace,” added Mr. Frisch. “ I am excited to be a part of a fast-growing platform that allows me to continue to focus on both Advanced Manufacturing and Aerospace, Space & Defense — sectors that complement the firm’s existing practices in Industrials and Robotics, Automation & Artificial Intelligence.”

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Cascadia Capital, an investment bank serving middle market clients globally, is pleased to announce that Connie (Wessman) Wilson has joined the firm to augment Cascadia’s coverage team as a Vice President of Business Development. Connie will work with our close colleagues in the dealmaking community to enhance deal flow and referrals, as well as our experienced industry bankers to build long-term relationships with business owners and high-growth companies across the U.S.

Prior to joining Cascadia, Connie fostered deep relationships with middle market companies as a Vice President, Relationship Manager at Bank of America Merrill Lynch. She was classically trained in credit underwriting prior to her role in relationship management.

“I could not be more excited to add Connie to the team,” said Katherine Bellows, Managing Director. “Her years of experience and strong relationships further strengthen our coverage capabilities and will allow us to identify and create more opportunities and deliver greater value to our clients and partners.”

“I’m thrilled join the Cascadia team during this time of significant growth and momentum,” added Connie. “I have a passion for helping entrepreneurs and business owners, which is a perfect cultural fit with Cascadia’s long-term relationship and client first orientation.”

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Cascadia Capital, an investment bank serving middle market clients globally, is pleased to announce that Meredith Mann has been appointed by the Board of Directors to the role of Chief Financial Officer, effective immediately.  As CFO, she will be responsible for scaling finance, strategic planning, human resources, technology and operations functions to support a significantly larger firm with a broader footprint. Through the use of KPIs, standardized metrics and quantitative analysis, she will bring greater rigor to our decision making process.

Prior to taking on the CFO role, Meredith spent 10 years in the finance industry, most recently as a Vice President in the Business Services group at Cascadia. Prior to her work at Cascadia, Meredith was at the Bill and Melinda Gates Foundation supporting Global Health initiatives. Meredith started her career in various investment banking roles at the Royal Bank of Scotland and Mizuho Securities.

“Meredith has time and again demonstrated exemplary financial and business acumen, and exceptional leadership, consistently impressing our management team and Board of Directors,” said Cascadia Chairman & CEO, Michael Butler.  “She brings creativity, solid judgement, and a deep understanding of our industry to this role, which will be instrumental in continuing the firm’s growth.”

This appointment comes at a pivotal time for Cascadia, as the firm looks to build on recent momentum and fuel continued product, industry, coverage and geographic scaling of the platform following the strategic investment from Atlas Merchant Capital at the end of 2022.

“Meredith was a driving force in facilitating the successful completion of the Atlas transaction, proving her value as a senior leader of the firm,” Butler added. “At Cascadia, we are intentional about recognizing our highest performing individuals and positioning them within the firm to realize their greatest personal and professional successes.”

“I’m tremendously honored to step into this role, particularly during a time of such significant growth and opportunity for our organization,” said Mann. “We have an outstanding team with deep experience and a powerful combination of talent and strategic vision, and I am looking forward to supporting the firm’s growth initiatives to build the Cascadia of tomorrow and ultimately deliver the best service and highest value to our clients and partners.”

Ms. Mann is based in the firm’s recently opened Austin Office alongside Mr. Butler and a growing team of experienced investment banking professionals.

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Year in Review

With the first month of 2023 behind us, we’d like to take a moment to look back on what's happened in the last year and thank our clients, partners, and team for a wonderful year. We are grateful to work with so many amazing and innovative entrepreneurs, family businesses, and private equity firms, as well as the talented and steadfast service professionals of the deal-making community who, together, build the high-quality growth companies with which we are honored to be associated.

Despite a challenging and volatile market environment, the last year has been defined by growth for Cascadia. Our most significant highlights include:

A Closer Look at the Last 12 Months by the Numbers

A National Investment Banking Platform

View Transactions Map

Our Client Focus

We have served clients across the industry verticals we cover, providing trusted advice and counsel, and ultimately facilitating successful transactions that often exceed client expectations. We thank our clients above all else for trusting us with their business. Your success is our success, and it is an honor to work with you.

If you are interested in more information on our recent transactions, you may download a complete list of transactions in the last year.

The Value of Industry Sub-Vertical Expertise

Our team has long held deep expertise and transaction experience in niche segments across a variety of industries. We remain committed to our sub-vertical industry structure, with each of our bankers focusing tightly on specific segments of an industry. This allows us to provide the most innovative and expertise-driven service for our clients, as well as to align the right individuals within our network, across industries of common focus.

Click to view the sub-vertical expertise areas for each member of our team

Once again, thank you to all of our clients and partners. We believe the prospects for 2023 are strong and look forward to working with you all in the coming year ahead. Please reach out if there is any way we can be helpful.

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In 2022 and early 2023, several Managing Directors and senior investment banking professionals were hired and promoted to augment our experienced industry and coverage teams.

James Cartales Promoted to Managing Director at Cascadia Capital
February 3, 2022

Cascadia Capital is pleased to announce the promotion of James Cartales to Managing Director in the firm’s Consumer & Retail group. As a Managing Director, Mr. Cartales will continue to provide M&A advisory and equity capital raising services to founder and family-owned companies across the ecommerce, experiential retail, and consumer services sectors.

Mr. Cartales joined Cascadia Capital in 2013 and has been involved in over 40 transactions over the last nine years at the firm. During that time, he has played a central role in Cascadia’s marquee consumer transactions [….continue reading….]

Scott Ames Joins Cascadia Capital to Launch Financial Sponsor Coverage Efforts
March 8, 2022

Cascadia Capital, an investment bank serving middle market clients globally, is pleased to announce that Scott Ames has joined the firm as Managing Director of Financial Sponsor Coverage. In this role, he will continue to develop and institutionalize relationships with leading private equity firms, family offices and other capital players across the U.S. Mr. Ames will work closely with Cascadia’s industry sector bankers to make valuable connections, effectively coordinate deal flow, and leverage bankers’ sub-vertical expertise to provide buy-side, sell-side and financing services to the firm’s clients and institutional partners.

“Following a national search, Scott is the best cultural fit and the clear right choice to launch this dedicated effort at Cascadia. He will provide an unwavering focus to our approach of building deep strategic relationships with private equity and family office firms [….continue reading….]

Cascadia Capital Welcomes Corey Berse as Managing Director, Operations
July 2022

Corey Berse serves as Managing Director, Operations for Cascadia Capital. He is responsible for the firm’s operations across Human Capital Management, IT and Information Systems, Compliance and Facilities Management. He has a particular focus on helping ensure the firm’s strategic growth through effective practices across recruiting, development and employee experience.

Prior to joining Cascadia, Corey spent 16 years with Houlihan Lokey in a variety of roles across Business Unit Management and Operations, Marketing and Human Capital Management [….continue reading….]

Cascadia Capital Adds Technology Focused Managing Director, Jim Stone, to Austin Office
January 5, 2023

Cascadia Capital, an investment banking firm focused on growth companies in the middle market, is pleased to announce that Jim Stone has joined the firm as a Managing Director in the Technology practice. Mr. Stone is based in Cascadia’s Austin office where he will bolster the firm’s presence in Texas. He will continue to focus on providing M&A, capital raising, and corporate finance advisory services to software and tech-enabled services clients in the fintech, payments, healthcare IT, government, and legal tech sectors, as he has throughout his 26-year investment banking career.

Mr. Stone brings his experience as a client success-driven investment banker, former corporate growth executive, and former business lawyer to benefit Cascadia clients. He has completed more than 70 M&A and capital raising transactions for growth companies and has successfully closed sell-side and buy-side engagements for leading private equity firms [….continue reading….]

Cascadia Expands its Financial Sponsor Coverage Group with Addition of Kerri Hagen
January 11, 2023

Cascadia Capital, an investment bank serving middle market clients globally, is pleased to announce that Kerri Hagen has joined the firm as a Director in the Financial Sponsor Coverage group. In this role she will be responsible for expanding the financial sponsor coverage platform, with a focus on broadening and deepening relationships with middle-market private equity firms and other institutional investors in the Northeast. Ms. Hagen will work closely with Cascadia’s industry and product bankers to make senior-level connections, and effectively deliver Cascadia’s deal flow and leading investment banking services to our private equity clients.

“I’m thrilled to have Kerri join our Financial Sponsor Coverage group to lead our coverage efforts in the Northeast [….continue reading….]

Additional Cascadia Promotions
January 2023

Novan Le was promoted to Senior Vice President in Cascadia Capital’s Healthcare Group, focused on M&A and growth equity advisory for healthcare technology and services companies. Novan brings over 10 years of corporate finance and M&A experience working with public and private companies in the healthcare and technology sectors. [….continue reading….]

Cascadia was also pleased to promote five team members to the position of Vice President and 5 team members to the position of Associate.

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Cascadia Capital, an investment bank serving middle market clients globally, is pleased to announce that Kerri Hagen has joined the firm as a Director in the Financial Sponsor Coverage group. In this role she will be responsible for expanding the financial sponsor coverage platform, with a focus on broadening and deepening relationships with middle-market private equity firms and other institutional investors in the Northeast. Ms. Hagen will work closely with Cascadia’s industry and product bankers to make senior-level connections, and effectively deliver Cascadia’s deal flow and leading investment banking services to our private equity clients.

“I’m thrilled to have Kerri join our Financial Sponsor Coverage group to lead our coverage efforts in the Northeast,” noted Scott Ames, Managing Director and Head of Financial Sponsor Coverage. “She brings a breadth of experience and relationships to our platform and will play an instrumental role in delivering Cascadia’s services to the private equity community.”

Ms. Hagen joins Cascadia from Gemspring Capital, a middle market private equity firm, where she was the Director of Business Development responsible for sourcing new investments and driving the firm’s business development efforts and investment banking relationships. Prior to joining Gemspring, Ms. Hagen was a Senior Business Development Consultant at Axial, where she assisted in the deal sourcing and M&A efforts of middle market private equity firms, family offices and lenders. Before Axial, she served as Vice President, Equity Sales at The Buckingham Research Group. Early in her career, Ms. Hagen assisted the research, sales, and trading functions of investment banks while at IHS Markit (formerly Ipreo, a portfolio company of Blackstone and Goldman Sachs).

“I am excited to join Cascadia’s talented group of professionals with deep sector expertise and be a part of a rapidly-growing firm,” said Ms. Hagen. “I believe Cascadia can add significant value to financial sponsors and I look forward to continuing to help build these relationships.”

“The addition of Kerri further enhances our team and allows us to more broadly deliver our leading industry and product resources to the financial sponsor community,” added Cascadia Chairman & CEO, Michael Butler. “We have achieved record growth in recent years and we will continue to fuel our strong momentum with great hires like Kerri. We are far from done adding world-class talent to this platform.”

Cascadia’s Financial Sponsor Coverage 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 ability to deliver Cascadia’s resources through coordination of activities across sectors and product groups.

To learn more about or connect with Cascadia's Financial Sponsor Coverage team, please contact:

Scott Ames
Managing Director
(651) 233-3480
SAmes@cascadiacapital.com

Kerri Hagen
Director
(203) 842-2852
KHagen@cascadiacapital.com

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Cascadia Capital, an investment banking firm focused on growth companies in the middle market, is pleased to announce that Jim Stone has joined the firm as a Managing Director in the Technology practice. Mr. Stone is based in Cascadia’s Austin office where he will bolster the firm’s presence in Texas. He will continue to focus on providing M&A, capital raising, and corporate finance advisory services to software and tech-enabled services clients in the fintech, payments, healthcare IT, government, and legal tech sectors, as he has throughout his 26-year investment banking career.

Mr. Stone brings his experience as a client success-driven investment banker, former corporate growth executive, and former business lawyer to benefit Cascadia clients. He has completed more than 70 M&A and capital raising transactions for growth companies and has successfully closed sell-side and buy-side engagements for leading private equity firms. Prior to investment banking, Mr. Stone was Vice President of Corporate Development at Affiliated Computer Services (later sold to Xerox), a leading Dallas-based fintech/payment processing, IT services, and information storage company. Before ACS, he was an M&A and corporate law attorney.

“Jim is a terrific addition to the Cascadia team and we are thrilled to welcome him to the Austin office,” noted Michael Butler, Chairman and CEO of Cascadia Capital. “He is a talented banker with broad and deep industry relationships, significant experience and recognized industry expertise that will allow us to better serve our technology clients here in Austin and beyond.”

“I am truly excited to join Cascadia Capital to support tech-enabled clients and help the firm grow and expand its presence in Austin,” added Mr. Stone. “The city has grown tremendously in the last few years, especially in the technology sector, and since I first moved to Austin in 1985. I’m thrilled to join a platform that has committed to growing with the business community here and helping founder and private equity owned businesses explore their liquidity and growth financing options."

To connect with or learn more about Mr. Stone, please visit his profile on the Cascadia website here.

Cascadia announced the opening of its Austin office in November 2022. In the same month, Cascadia Capital closed a strategic growth equity investment from an investment fund affiliated with Atlas Merchant Capital LLC. With the additional resources from the investment and the Atlas team’s support, Cascadia continues its geographic, product, team, and sponsor coverage growth nationwide. Learn More.

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We are excited to share that Cascadia Capital’s strategic growth equity investment from an investment fund affiliated with Atlas Merchant Capital LLC has officially closed following routine regulatory approval. With the additional resources from the investment and the Atlas team's support, Cascadia will continue its geographic, product, team, multi-industry, and sponsor coverage growth nationwide.

Cascadia Co-Founder, Chairman & CEO Michael Butler and Co-Founder & Managing Director Kevin Cable sat down with Atlas Founding Partner & CEO Bob Diamond to discuss how the investment is already adding exciting momentum to the firm’s growth, client services, and team expansion plans.

Read the Full Press Release Here

To speak with our team or learn more about how this partnership will further enable us to achieve successful outcomes for the businesses and capital providers we serve, please reach out.

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Expanding Cascadia’s industry expertise, product offerings and financial sponsor coverage to Texas and beyond

Cascadia Capital, one of the nation's most active independent middle-market investment banks, today announced the opening of a new office in Austin, Texas, marking the firm’s fifth office in the U.S., alongside Seattle, Los Angeles, Minneapolis, and Nashville. Cascadia Chairman and CEO, Michael Butler, has relocated to Austin to build and lead the new location. The firm expects to recruit and hire aggressively from the incredible pool of local talent and individuals seeking to relocate.

“Austin – and the broader Dallas, Houston, San Antonio corridor - is an innovative and fast-growing region, home to and continually attracting young talent, seasoned entrepreneurs, growth businesses, investors and Fortune 500 companies,” said Butler. “We see a very unique opportunity in Austin, as the epicenter of four large, growing markets in Texas, to fill a gap in the robust ecosystem of business advisors and service providers, and bring our independent and flexible middle market advisory services to bear for the benefit of our clients and partners throughout Texas and the greater Southwest.”

Cascadia offers family business owners, entrepreneurs, private equity, family offices and other institutional investors a variety of services from valuation and fairness opinions to equity and debt capital raising, to both buyside and sellside M&A and recapitalizations. The firm provides sub-sector nuanced guidance across industries, including Business Services; Consumer & Retail; Energy Transition & Climate Tech; Food, Beverage & Agribusiness; Healthcare; Industrials; Robotics, Automation & Artificial Intelligence; and Technology.

With clients and partners throughout the U.S. and around the world, Cascadia has a strong and growing presence in key strategic markets. Establishing the Austin office underscores the firm’s strategy to focus on fast growing markets, expand and enhance the Cascadia team and product offerings, increase collaboration and deal flow with financial sponsors, and ultimately deliver the most impactful client experience to business owners and investors.

“We are thrilled to join the vibrant community of Austin,” added Butler. “This is a natural continuation of Cascadia’s tremendous growth trajectory and an opportunity to meaningfully enhance our platform by expanding our geographic footprint and client coverage.”

This is one of several growth announcements the firm intends to make in the coming months. In September, Cascadia announced that it had reached a definitive agreement to secure a strategic growth equity investment from an investment fund affiliated with Atlas Merchant Capital LLC. With additional resources from the investment and the Atlas team’s support, Cascadia will continue its geographic, team, product, industry and sponsor coverage growth nationwide.

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John Lanza, Managing Director

Cascadia, a leading investment banking firm, is excited to announce the appointment of John Lanza as a Managing Director in the Business Services group. Mr. Lanza will focus on expanding the firm's expertise specifically in Facilities Services (both residential and commercial), Residential Services, and Workforce Management.

With a distinguished career spanning over 20 years in investment banking, Lanza brings a wealth of experience and a proven track record in the Business Services sector. He has successfully completed over 70 transactions, specializing in M&A sell-side, buy-side, board advisory, and capital raising. His deep focus on and expertise within the sub-sectors he covers has positioned him as a trusted advisor to numerous clients.

Before joining Cascadia, Mr. Lanza served as a Managing Director at DC Advisory and Stifel, following a decade of impactful work at Bank of America Merrill Lynch. He holds an MBA from Harvard Business School, an MS from the University of Virginia, and a BS from Boston College.

John Lanza joins Cascadia at an opportune time as the firm continues to build on its momentum in the Business Services sector. His appointment follows the recent addition of Connor Mitchell to the group, further strengthening Cascadia's capabilities and commitment to providing top-tier advisory services.

“We believe that asset efficient businesses will lead the next cycle and we are building out our services team to better support our clients in this space, with a particular focus on residential services, which John has deep and relevant expertise,” said Cascadia Chairman & CEO Michael Butler.

"I am thrilled to join Cascadia and contribute to the growth of the Business Services group," said Mr. Lanza. "The firm's dedication to expanding its presence in high-growth sectors aligns perfectly with my professional background and expertise. I look forward to working with the talented team at Cascadia to deliver exceptional results for our clients."

"Cascadia has significantly expanded its sector coverage and product offerings over the past 24 months with over a dozen senior hires and promotions," added Mr. Butler. "We are particularly focused on enhancing our presence and capabilities in leading growth sectors. John's extensive experience and expertise make him an invaluable addition to our team."

Mr. Lanza will be located in Cascadia’s New York office alongside Tim Lufkin, who joined the Financial Sponsors Group in February 2024, as well as William Susman and Ilya Seglin, who joined Cascadia’s Consumer team following Cascadia’s acquisition of Threadstone Capital in January 2024.

To learn more about Mr. Lanza, please visit his profile here.
To learn more about Cascadia's Business Services investment banking services, click here.

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