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.