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Everett Currier serves as Managing Director at Cascadia Capital where he advises corporations and institutional investors on energy transition investments, divestitures, and strategic alternatives. With two decades of experience in private investment and capital markets, Everett brings a nuanced understanding of how shifting global trade and related policies reshape capital flows and risk adjusted returns. He works closely with clients, both public and private, who are either already invested or looking to optimize growth potential across the energy transition sector. His focus includes grid infrastructure, solar power, battery storage, energy services, and renewable supply chains – areas that are strategic to sustainability and U.S. supply chain security. He brings a strong understanding of capital deployment challenges amid geopolitical and economic uncertainty, helping clients adapt to supply chain constraints, regulatory changes, and evolving investor priorities.
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Carl helped launch Cascadia’s Restructuring and Special Situations practice where he provides advisory services to companies and stakeholders facing liquidity and capital structure issues driven by unfavorable economic conditions, secular shifts in an industry, operational disruptions, and other company-specific challenges. He draws from over 10 years of experience advising distressed and performing businesses to provide a unique perspective in identifying, structuring, and implementing creative solutions tailored for each client. Carl advises on private placements of equity and structured/stretch debt financings, liability management transactions, and distressed mergers and acquisitions, effectuated through both in- and out-of-court processes. His engagements are on behalf of financial sponsors, shareholders of private and publicly-held companies, lender groups, official committees, and ad-hoc committees.
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Lorie Beers is a Managing Director at Cascadia Capital and the Head of the Restructuring and Special Situations Group working across nearly all industries. Lorie has leveraged her legal background and investment banking expertise to bring more than 35 years of experience in restructuring and special situations to her clients.
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Jon Bushnell 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. Jon has advised privately held companies, entrepreneurs, and stakeholders through complex strategic and financial decisions, including business sales, recapitalizations, succession planning initiatives, and capital raises.
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Jeremy Mau joined Cascadia in 2026 and serves as a Managing Director, leading the firm’s auto aftermarket coverage. Prior to Cascadia, Jeremy spent nine years at Lincoln International, a middle-market investment bank, where he advised clients across a broad range of transaction types.
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Josh Mastracci is a Managing Director at Cascadia Capital and is responsible for transaction origination and execution in the firm’s Healthcare practice. His has deep expertise across healthcare services sectors including multi-site provider services, consumer/retail healthcare, and surgical specialties/facilities.
He joined the firm from TM Capital where he was a Managing Director in the firm’s Healthcare group. Previously, he was a Director at Hyde Park Capital. Josh holds a B.A. in Economics from Boston College; J.D. from Tulane University; FINRA Series 24, 79, and 63 licenses; and is a member of The Florida Bar.
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John Dean is a Managing Director in Cascadia Capital’s Healthcare practice, advising clients across a range of subsectors including aesthetic medicine, healthcare products & distribution, medical device manufacturing, behavioral health and animal health. John has nearly two decades of investment banking, private equity and transaction advisory experience.
Prior to joining Cascadia, John was a Managing Director in TM Capital’s Healthcare practice. Prior to TM, John was an Associate at Roark Capital Group, an Atlanta-based private equity firm with nearly $40 billion AUM.
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Michael Kahn is a Director at Cascadia Capital in the Equity Capital Solutions Group, where he draws on deep experience and expertise advising sponsors and sophisticated investors across diverse industries and geographies in the middle market. Michael has over 12 years of experience in alternative investments and private equity in both buy and sell-side roles, equipping him with a diverse perspective that encompasses all stakeholders in a transaction.
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Phil Sheridan is a Director at Cascadia Capital focused on Business Services. He is based in Cascadia’s Austin office.
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Tyler Howard is a Director in Cascadia Capital’s Food, Beverage and Agribusiness group and is concentrated on working with bakery companies, food & beverage producers, and ingredient manufacturers.
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Kayla Cartoski is a Director on the Capital Markets team at Cascadia Capital, where she advises middle-market companies across a broad range of industries on debt and structured capital solutions. Kayla brings a transaction-oriented background in structuring and executing tailored capital solutions, supporting growth financings, recapitalizations, acquisition financings, and other complex situations. She leverages a hands-on, execution-focused approach to run targeted, competitive processes that align capital structures with long-term strategic objectives.
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Aarti Kapoor is a Managing Director at Cascadia in the Consumer, Retail & E-commerce group and brings 18 years of wide-ranging transaction experience in consumer & retail across principal investing and advisory both on M&A and capital markets. Aarti primarily focuses on multi-site consumer businesses across various verticals including fitness, wellness, aesthetic services, pet and restaurants, and also specializes in pet consumer products.
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Sim Ketchum is a Managing Director at Cascadia Capital and Co-Head of the Equity Capital Solutions Group, where he leverages extensive experience working with middle-market businesses, financial sponsors, family offices, and institutional investors across a diverse array of industries. Sim has more than 20 years of experience in private equity and investment banking, raising equity and hybrid capital for clients in both fund and deal-by-deal formats.
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Pete Purcell is a Managing Director at Cascadia Capital, where he co-leads the Equity Capital Solutions practice within the Capital Markets group. He brings extensive experience advising private equity firms and raising capital from the institutional investor community. Pete has a strong track record of delivering customized capital solutions to independent sponsors, funded sponsors, and family offices.
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Nathan Gordon is a Director in Cascadia’s Technology practice, joining the firm in September 2025. Most recently, Nathan started, operated and successfully exited an E-Commerce business. His experience as an operator complements more than a decade spent advising, evaluating, and investing in middle-market businesses across a range of industries, where he developed expertise in transaction execution, financial analysis, and strategic growth initiatives.
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Jonathan Cantwell is Managing Director and Head of Technology Investment Banking at Cascadia Capital, where he leads the firm’s dedicated Technology practice and the build-out of its new Silicon Valley office. With more than 20 years of technology investment banking experience, Jonathan has advised on over 100 M&A and capital-raising transactions for public and private technology companies.
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Bill Kerkam is a Managing Director in Cascadia’s Industrials Group, where he leads the Plastics, Print, and Packaging practice. Prior to joining Cascadia in 2025, Bill was a Managing Director at Deloitte Corporate Finance, advising clients across the sector on M&A transactions. Before Deloitte, he led global corporate development efforts for MeadWestvaco and WestRock, overseeing numerous packaging transactions across the U.S. and Europe.
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Connor Owens is Chief Financial Officer at Cascadia Capital and a member of the Firm’s Operating Committee. He oversees the finance, strategic planning, human resources, technology, and operations functions, supporting the firm’s ongoing growth.
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Mr. Del Pero joined Cascadia in September of 2024 and serves as a Managing Director in the firm's Industrials group. Prior to Cascadia, Michael was a Senior Managing Director partner at FocalPoint Partners – a leading independent investment banking advisory firm with five offices on two continents – that was acquired by B. Riley Financial (NASDAQ: RILY) in 2022. During his 14-year tenure with FocalPoint and subsequently B. Riley, Mr. Del Pero helped to architect the firm’s industry verticalization strategy and led its Specialty Industrials practice. He was also intimately involved in building out the firm’s private equity coverage and was a senior member of the firm’s M&A underwriting and investment committee. Prior to FocalPoint, Mr. Del Pero was part of the Aerospace and Defense investment banking group; and built and led the Industrials practice at McGladrey Capital Markets, LLC, prior to its acquisition by D.A. Davidson & Co.
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Mr. Smith leads Cascadia’s Transportation & Logistics practice. His coverage of and involvement in the sector spans more than two decades, including eight years leading last-mile delivery, warehousing and trucking businesses on the West Coast and a stint as Chief Financial Officer of a private-equity-owned freight forwarding, brokerage and consolidation platform during COVID.
During his investment banking career, Mr. Smith has advised both public and private companies on transactions with an aggregate value in excess of $40 billion. He has broad experience across the transportation and logistics sector and brings a unique combination of financial, strategic and operating insight to engagements.
Before joining Cascadia, Mr. Smith led the Transportation & Logistics team at Houlihan Lokey and founded and built the practice at Capstone Partners, which became one of the most active advisors to transportation and logistics companies in the lower middle market. He also served as the interim Chief Financial Officer of Fusion Transport, a sponsor-owned logistics company. Previously, Mr. Smith was with UBS and Donaldson, Lufkin & Jenrette, where he worked on Ken Moelis’ team, and Wasserstein Perella, where he worked directly with Bruce Wasserstein and ghost wrote Big Deal: The Battle for Control of America’s Leading Corporations.
Mr. Smith holds a B.A. and M.A from Stanford University and a J.D. from Harvard Law School, where he served on the Harvard Law Review.
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