Cascadia Capital Advises Optimum Energy in Partnership with Bernhard Capital Partners

Optimum Energy Logo has been acquired by Bernhard partners  Logo

Cascadia Capital is pleased to announce that its client Optimum Energy (“Optimum” or the “Company”), a global leader in HVAC optimization solutions, has entered into a definitive agreement to be acquired by Bernhard Capital Partners (“Bernhard Capital”), an infrastructure and services-focused private equity management firm.

Founded in 2005, Optimum provides proprietary software solutions to optimize the energy consumption of HVAC systems to deliver significant electricity and water savings while reducing carbon emissions. Utilizing on-site, integrated control software, the Company supports a broad range of organizations around the world to continuously reduce energy consumption and ensure peak performance. Optimum’s advanced, patented technology is developed by industry-leading engineers and has an over 15-year track record of proven results, serving customers across five continents throughout pharmaceutical, higher education, healthcare, technology, hospitality and industrial end markets.

Optimum will continue to be led by President Larry Stapleton and the existing management team, while benefitting from the support of Bernhard Capital’s strategic partnership. Together they will look to expand Optimum’s impact and position itself as the world leader in intelligent optimization software solutions for large-scale HVAC systems, while enhancing its offerings and continuously innovating to help customers meet their financial and sustainability-focused goals.

“We are very pleased with the outcome of this partnership between two strategically aligned parties working together to accelerate the optimization of HVAC systems in large footprint buildings. This transaction will enable Optimum to further leverage the tailwinds of energy efficiency and building automation, driving global scaling of the business,” added Jamie Boyd, Managing Director at Cascadia Capital.

“Cascadia was an involved and resilient advisor, guiding us through this process, and provided exceptional advice to us during the transaction,” added Larry Stapleton, CEO of Optimum. “As experienced advisors, they demonstrated a deep understanding of our industry and business.”

This deal represents another successful transaction for the Cascadia Energy Transition & Climate Technology practice. Recent transactions include Keystone Tower System’s growth equity advisory, First Mode’s business combination advisory, and Pacific Power Group and Spectrum Control’s sell side advisory.

For more information about this transaction, please contact:

Jamie Boyd 
Managing Director
JBoyd@cascadiacapital.com
(206) 436-2514

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