Cascade Partners is composed of a team with experience as operators, investors and advisors. We have completed more than 150 investment banking transactions, representing more than $16 billion in value. We have invested capital from six different equity and mezzanine funds and funded the growth and development of 52 companies.  We have experience as senior executives at seven different companies, and we have served on the boards of more than 30 different organizations.

We understand the impact and opportunity with each deal from all sides of the transaction.


We are your partner. Combining our transaction expertise, regional presence and national relationships, we focus on more than just closing the deal.  Your goals and objectives are our priority. We draw on our experience as advisors, investors and operators to help prepare, advise and negotiate the entire process with our partners for:

  • Mergers & Acquisitions

  • Divestitures

  • Financings & Recapitalizations

We differentiate ourselves through our ability to look deep into the situation and provide options. The range of transaction services we offer isn’t limited, and the insight we provide goes beyond the economic factors of a deal. Learn more about the Cascade Difference →


We are investors. We focus on lower middle market companies that have made a difference and can’t always access the expertise or capital required to grow or transition ownership. The companies we invest in showcase consistent visibility on operating performance. Our investment focus includes:

  • Growth Capital

  • Management Buyouts

  • Corporate Spinouts

  • Recapitalizations

Our investments always focus on long-term partnerships; the longevity of our deals is where we see results. We enhance the business opportunities and drive shareholder value by building on business fundamentals because operational results move the needle. Click here to better understand our investment focus and see if your company is the right fit →

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Awards & Recognition