Cascadia Capital is an independent investment bank and financial adviser serving founder-, family-owned, and private equity-backed companies, particularly growth businesses and their shareholders. The firm combines industry knowledge, transaction experience, and a collaborative client-service model to help clients pursue successful outcomes and navigate complex financial decisions.

Its services include mergers and acquisitions advice for financial sponsors, middle-market entrepreneurs, and family businesses; capital markets advisory, including sourcing debt and equity financing; and strategic advisory supported by analytical data and insights. Cascadia’s Financial Sponsors Group works alongside industry and product bankers to build senior-level connections and deliver investment banking services and deal flow to financial sponsors.

The firm serves clients across business services, consumer, retail and e-commerce, energy transition and climate technology, food, beverage and agribusiness, healthcare, industrials, and technology. Its work includes full and partial liquidity transactions and financing to support business growth. Cascadia emphasizes tailored advice, specialized sub-sector expertise, and support throughout each engagement, from strategic planning and transaction preparation through financing execution.