Carle Felton

Q & A

• Q: Trust. Experience. Independence. Results. What does this mean to you?
  A:

  At Cascadia, we have broad industry expertise and a wide range of capital partners. Trust must be earned – and we deliver tailored results for our clients that are in their best interest.

• Q: What drives you?
  A:

  The desire to create impactful results and develop meaningful relationships.

• Q: What are you passionate about?
  A:

  People who say what they mean and mean what they say.   Honest feedback and mutual respect enable us to create better outcomes for our employees, investment partners, and families.

Expertise

Carle has over 15 years of experience working with private equity firms and family businesses, across various industries. He understands the goals and challenges of companies in all stages of growth.
Industry expertise includes:

• TMT: ad-tech, application software, data services and management, analytics and information infrastructure
• Healthcare: physician practices and clinics, medical products, behavioral health
• Consumer Products: health clubs, consumer products and services, food and beverage, agribusiness
• Industrial: analytics, quality control and performance management, manufacturing

Bio

Carle Felton is a Managing Director and leads Cascadia’s Capital Markets Advisory practice. His primary focus is to source flexible debt and equity for Cascadia clients by utilizing relationships with lenders and investors to ensure certainty of execution on market-best terms.

Carle has over 15 years of experience working with private equity firms and family businesses. He understands the goals and challenges of companies in all stages of growth. Carle joined Cascadia from Goldman Sachs Private Credit and Hybrid Capital. Prior to Goldman Sachs, Carle served as a Director in Leveraged Finance at SunTrust Robinson Humphrey (now Truist) and before that, Vice President Global Sponsor Finance at General Electric Capital Corporation (now Antares Capital).

Father of three, Carle Felton is a CFA Charterholder and a Certified Public Accountant, and earned a Masters in Accountancy from The University of Georgia.