Media
Welcome to our Media page. Here, you can learn more about Cascade Partners and the services we provide by browsing news updates, articles and blogs posts below.
M&A Middle Market Update Q3 – 2023
Cascade Partner’s M&A Q3 2023 Update provides an overview of the latest market trends, select sectors and the general state of middle market M&A activity. Key Market Findings: Consumer spending growth is exceeding income growth as high inflation continues to...
The Letter of Intent – Unlocking the M&A Superpower
Nonbinding does not mean unnecessary. On the surface, a Letter of Intent (LOI) may seem an unnecessary waste of time and money to clients. However, negotiating a transaction on the fly, without a guide or roadmap, consumes more time and resources overall and can cause...
Is it time to Restructure?
Join Cascade's Managing Directors, Rajesh Kothari and Ron Miller, as they talk about the restructuring practice. Learn what restructuring really means for a business and understand how a restructuring engagement can help a company achieve its goals. Ron Miller leads...
Cascade is a 22nd Annual M&A Advisor M&A Awards Finalist
DETROIT, MICHIGAN, AUGUST 30, 2023 – Cascade Partners is honored to be among the finalists for the 22nd Annual M&A Advisor M&A Awards in the categories of Healthcare/Life Sciences Deal of the Year for the acquisition of Britton Vision Associates, P.C. by...
Cascade Colleague – Emerson Fisher
Cascade Partners is proud of our talented and diverse team and honored they chose to build their careers with us. Meet Emerson Fisher, Vice President – Cascade Partners. Emerson leads the execution of transactions for our clients, working hand in hand with our...
Labor Considerations in M&A Transactions
This episode of Cascade Conversations discusses how labor regulations and labor union agreements affect all aspects of financial transactions. Check out Cascade Partners Managing Director Ron Reed, and Foster Swift Collins & Smith PC Attorney Michael Blum, as they...
Cascade Colleague – Matt Feldman
Meet Matt Feldman, Director, Cascade Partners! Matt’s been with the firm for over four years and brings 15 years of investment banking experience. In addition to executing transactions and business development, he helps lead the execution team staffing and recruiting...
Winner Materials Deal of the Year – 14th Annual International M&A Awards
NEWS RELEASE - FOR IMMEDIATE RELEASE Cascade Partners Announced Winner of Materials Deal of the Year — 14th Annual International M&A Awards for the Acquisition of AmeriTi Manufacturing Company by Kymera International DETROIT, MICHIGAN – Cascade Partners is honored...
Unlocking the Potential of IIoT
By integrating IoT sensors and devices into industrial processes, IIoT enables businesses to gather and analyze data in real-time which improves operational efficiency, reduces downtime, enhances productivity, and increases corporate value. IIoT has become increasingly critical in M&A transactions as acquirors look to jumpstart their Industry 4.0 processes.
Arjun Murthy is an M&A Advisor Emerging Leader Award Winner!
NEWS RELEASE - FOR IMMEDIATE RELEASE ARJUN MURTHY – DIRECTOR, CASCADE PARTNERS, ANNOUNCED AS A RECIPIENT OF THE 14TH ANNUAL M&A ADVISOR EMERGING LEADERS AWARDS DETROIT, MICHIGAN, JUNE 14, 2023 – The M&A Advisor announced Arjun Murthy, a Director at Cascade...
Investment Bankers and M&A Attorneys: The Deal Dream Team
Why you need them both. Mergers and acquisitions (M&A) transactions are as complex as they are tricky to navigate. Each is different, with varying dynamics influenced by factors unique to the businesses involved. These variations can include proprietary...
Cascade Colleague – Ron Miller
Distress, disruption, and economic swings sound frightening to business owners and shareholders. Ron Miller – Managing Director and lead for our Restructuring and Performance Improvement Practice, considers them a welcome challenge. This month's Cascade Colleague...
Securing the Industrial Internet of Things
While IIoT has brought significant benefits, such as improved efficiency and cost savings, it has also opened new security risks for manufacturers and risks for companies considering a merger, acquisition or financing transaction.
Cascade Colleague – David Thomas
Meet David Thomas, a Managing Director of Cascade Partners with over 30 years of investment banking experience, 14 of which were spent on Wall Street. David's journey began as an intern in the equity research department at Prudential Bache Securities. While there he...
Cascade Partners, LLC has acquired Grand Rapids, MI-based BlueWater Partners, LLC
Check out MiBiz article here | Crain's Detroit article here SOUTHFIELD, MI, MARCH 6, 2023 – Cascade Partners has acquired BlueWater Partners – a Grand Rapids, MI-based investment banking and restructuring/performance improvement firm with over a 22-year history of...
Arjun Murthy Wins MiBiz M&A Young Dealmaker of the Year!
Grand Rapids, MI, February 27, 2023 – Cascade Partners is proud to congratulate Arjun Murthy on winning MiBiz’s Young Dealmaker of the Year! From his start in the Congressional Halls to his current position as Director at Cascade, Arjun brings outstanding talent,...
Cascade Partners Named Winners for the 21st Annual M&A Advisor Awards
New York, NY, November 17, 2022 – Cascade Partners is thrilled and honored to announce they’re winners in the M&A Advisor Awards held Tuesday, November 15, 2022, in New York City, for the acquisition of Sportsman’s Guide and Golf Warehouse by BHG Ventures in the...
Go on the offense, sometimes using your defense – by Rajesh U. Kothari
Reprinted from GD GGi "FYI M&A News" As part of the process of preparing for the sale of a company, most investment bankers perform a level of due diligence on their client’s business before they go to market. This diligence can be an essential exercise to...
Cascade Partners Finalist in 2022 M&A Advisor Awards
Southfield, Michigan, September 13, 2022 – The M&A Advisor announced the finalists of the 21st Annual M&A Advisor Awards. Cascade Partners was named a finalist for three deals in seven categories — the Acquisition of AmeriTi Manufacturing by Kymera...
Britton Vision Associates, P.C. Partners with Vision Integrated Partners – a portfolio company of Firmament
Britton Vision Associates, P.C. (BVA), a leading provider of ophthalmologic care with locations throughout central Oklahoma has been partnered with Vision Integrated Partners a portfolio company of Firmament. This acquisition will allow BVA to accelerate its growth...
Jon Doehr To Lead Cascade Partners’ Ohio Growth
Cleveland, Ohio: Cascade Partners is pleased to announce that Jon Doehr will be leading its growth in Ohio and will be based in their Cleveland office, effective June 1. Jon joined Cascade Partners in 2019 as Managing Director and has developed a strong network in...
Cascade Partners Named Finalist for 18TH Annual M&A Advisor Award for Remington’s Sale to Gridiron Capital
We are pleased to announce that The M&A Advisor has announced that the sale of Remington Products to Gridiron Capital was named a finalist in the 18th Annual M&A Advisor Awards. According to The M&A Advisor, “[T]he finalists were selected by an independent...
NSF International Expands Health Sciences Group with Acquisition of Majority Interest in Amarex (CRO)
The press release below was released by NSF on October 9, 2019. To view the original release, visit: http://www.nsf.org/newsroom/nsf-int-expands-health-science-consulting-services-acquisition-amarex-cro The transaction creates a single access point for medical device...
Midwest Vision Partners Announces Partnership with Michigan Eye Institute
Midwest Vision Partners (“MVP”) is pleased to announce its partnership with Michigan Eye Institute (“MEI”). This represents MVP’s first partnership in Michigan. MVP is a people-focused eye care management services organization backed by Alpine Investors committed to...
Take Steps to Keep Things Moving in Your Dealmaking Activity
There’s a saying in the deal world that time kills all deals. That may be a slight overstatement, but the passage of time definitely increases the likelihood that a transaction won’t close, as issues arise and enthusiasm wanes. This leads to an important question:...
Leading Tech Company Positioned to Accelerate Its Growth Through Capital Investment
Surgere, the global industry leader in software bringing visibility and control for supply chains in automotive and other industries has secured a growth capital investment from Cypress Growth Capital. Cypress’ funding for the Green, Ohio-based company will help fuel...
I’ve Decided to Sell My Business, Now What?
This is the second installment of our partner Q&A with Brouse McDowell on Where to Start When Selling Your Business. Read part one here. Libby: Who should a business owner engage as a part of his/her sell team to market their business for sale and at what point in...
Ron Reed Recognized as Electronic Frontier Foundation Sponsor
At Cascade Partners we encourage our team to engage in causes important to them and the community. Ron Reed, our resident tech geek and Managing Director, has a strong interest in keeping the internet safe and free. Ron has been a sponsor of the Electronic Frontier...
Where to Start When Selling Your Business
This is the first part of a mini series with Brouse McDowell. Read part two, I Have Decided to Sell My Business, Now What? here. Business owners today have many more options at their disposal when evaluating potential exit alternatives. In order to be able to properly...
Cascade Partners to Receive Two Awards at ACG Detroit Awards Ceremony
Cascade Partners is delighted to share that our firm, along with team member Matt Feldman, will be honored at the September 28 ACG M&A All Star Awards ceremony at the Townsend Hotel in Birmingham, Michigan. Matthew Feldman, director at Cascade Partners, received...
Two Leading National Online Retailers Acquired
FOR IMMEDIATE RELEASE TWO LEADING NATIONAL ONLINE RETAILERS ACQUIRED Sportsman’s Guide & The Golf Warehouse join the BHG Ventures portfolio Southfield, MI, August 27, 2021– In a deal finalized this week, BHG Ventures acquired a pair of leading online sporting...
Riding the eCommerce M&A Wave Featured on Axial’s Middle Market Review
Riding the eCommerce M&A Wave was featured on Axial’s Middle Market Review on August 12, 2021. The growth trajectory of the eCommerce industry has only gone up and to the right since the dawn of the 90s. Currently valued at about $800B, that trend is showing no...
Evaluating Options For Liquidity
Evaluating Options for Liquidity Abundance of capital, scarcity of deals and growing base of acquirers presents potential sellers with a greater choice than ever for transactions. If I don’t sell out 100%, what else can I do? As an acquirer, why would I ever buy less...
Raj Kothari Featured on “Across the Table, A Healthcare Private Equity Podcast”
Featured Experts Name: Rajesh Kothari What he does: As the Founder and Managing Director of Cascade Partners, Rajesh helps companies, shareholders and boards realize the full value of their endeavors. With 30 years of experience, his work in the healthcare,...
Cascade Conversations: Teasers and CIMS
In this episode of Cascade Conversations, Rajesh Kothari gives a quick snapshot of what a teaser and CIM are in the world of investment banking.
Transaction Options: Variety Is The Spice of Dealmaking
Transcript: 00:01 welcome to transaction options 00:03 variety is the spice of deal making this 00:05 session is presented by gallagher and 00:07 cascade partners 00:08 let’s meet our panel first welcome mark 00:11 mccammon 00:12 co-founder and managing partner of...
Ashley Gray Promoted to Director at Cascade Partners
Detroit, Michigan – Cascade Partners, LLC is pleased to announce the promotion of Ashley Gray to director. An accomplished professional, Ashley brings a range of experience in corporate development and merger and acquisition advisory services. “Ashley brings the...
Beaumont, Spectrum Health Sign LOI For Merger
Spectrum Health, based in Grand Rapids, and Beaumont Health, based in Southfield, are exploring what will be the third major merger attempt for Beaumont in 2 years. The LOI was signed on Thursday, June 17, however, terms of the deal were not disclosed. If this merger...
Cascade Partners’ Director Matt Feldman Named 2021 ACG Detroit Rising Star
Rajesh Kothari Honored as Crain’s Detroit Business’ 2021 Administrator/Executive Health Care Hero
“The line we use in Civil Air Patrol is ‘Semper Gumby,’ which means always flexible. That’s what we are.” — Raj Kothari 2020 was a rough year for many. While majority of the world followed stay-at-home orders and did their part to stop the spread of COVID-19, others...
Rajesh Kothari Joins Northstar Bank Board of Directors
Northstar Bank announced today that Rajesh Kothari has joined their Board of Directors. “I am excited to join the Board of Northstar Bank and help them build on their long-term success serving communities throughout Northern and Southeast Michigan. Their long-term...
Preparing for Life After Entering a Private Equity Partnership
In this session from the 2021 Healthcare MSO Conference, Managing Director Rajesh Kothari discusses how to prepare for life after entering a private equity partnership, what you might expect, and how he has seen others handle the transition.
Hobey Baker Memorial Award Foundation
The Hobey Baker Memorial Award Foundation is 501(c)3 non-profit corporation committed to the advancement of athletic achievement, character, and sportsmanship in college and high school hockey. It was established in 1991 and is based in Minneapolis, Minnesota. The...
Main Street Announces New Portfolio Investment
HOUSTON, April 7, 2021 /PRNewswire/ — Main Street Capital Corporation (NYSE: MAIN) (“Main Street”) is pleased to announce that it recently completed a new portfolio investment to facilitate the minority recapitalization of Grand Flower Growers, LLC and its related...
Raj Kothari Shares About His Journey Into Private Equity on The Becker Group Business Leadership® Podcast
Grace Lynn Keller (00:00): This is Grace Lynn Keller with the Becker’s Private Equity Podcast. Today, I’m excited to be joined by Raj Kothari who serves as the Managing Director of Cascade Partners. Raj is an entrepreneur, a financial advisor, an investor, and more....
Michigan Gastroenterology Institute and Capitol Colorectal Surgery Partners Join H.I.G. Growth Partners Portfolio Company
BOSTON–(BUSINESS WIRE)–H.I.G. Growth Partners (“H.I.G.”), the dedicated growth capital investment affiliate of H.I.G. Capital, is pleased to announce that its portfolio company, Pinnacle GI Partners (“Pinnacle GI”), a premier gastrointestinal services organization,...
MiBiz roundtable: M&A experts forecast strong deal flow in post-pandemic rebound
Mergers and acquisitions should remain strong through 2021 — driven by several factors affecting deal flow — although finding a good deal may come with a high price for buyers. Participants in a recent MiBiz M&A roundtable discussion say they expect valuations to...
The Rapid Emergence of Risk Mitigation and Operational Resilience as Critical Factors in Automation
Are risk mitigation and business continuity challenges top of mind for you? Are you considering automation options as a potential solution? If so, you aren’t alone. As the Economist survey below shows, business resilience went from being one of the least important...
THINK Business Podcast: Jon Dwoskin Talks with Rajesh Kothari
Jon Dwoskin recently spoke with Cascade Partners managing director, Raj Kothari about business tactics and selling a business on his podcast, THINK Business with Jon Dwoskin. Listen to the interview at the link below:
Disruption. The Theme for Distributors Throughout COVID-19
Disruption. That is the theme for many distributors throughout COVID-19. According to a recent report by McKinsey & Company, “[W]e believe that history provides valuable lessons. For many distributors, the responses that worked in previous recessions are now table...
Important Trends in Operational Improvements for Distributors
Invest or Exit! With the onset of Industrial 4.0, smart manufacturing and other technological advances, many industrial business owners are facing the difficult decision to either invest in growth or sell. Companies will find it hard to maintain the status quo...
The Cascade Partners Difference
The Cascade Partners Difference from Cascade Partners on Vimeo.
You Can Create Opportunity in this COVID-19 Crisis
During times of uncertainty, there is still opportunity. As you look to usher your business through Corona-virus and, more importantly, beyond, what can you do now to strengthen the business and prepare? Many business owners and executives struggle working ON their...
Capital is Available that Provides Liquidity and Flexibility
The availability of capital from private credit lenders, structured equity funds and family offices has suddenly become critical for the survival of many companies. Many traditional banks may be running short of liquidity, as large corporations and institutions draw...
What Do I Do Now Coronavirus has Disrupted But Not Extinguished M&A Options?
The coronavirus pandemic has hit all businesses in a sudden and dramatic way, interrupting plans for the foreseeable future. What was arguably the best M&A market ever for sellers of closely held companies has taken a dramatic pause, leaving business owners who...
2019 Year In Review
2019 Year in Review from Cascade Partners on Vimeo.
Cascade Partners Announced as Finalist in Multiple Categories for the 17th Annual M&A Awards
FOR IMMEDIATE RELEASE CASCADE PARTNERS ANNOUNCED AS FINALIST IN MULTIPLE CATEGORIES FOR THE 17th ANNUAL M&A ADVISOR AWARDS SOUTHFIELD, MI, November 5, 2018 – The M&A Advisor is pleased to announce finalists of the 17th Annual M&A Advisor Awards. The...
There’s A Lot of Value in Using Professional Expertise to Sell Your Business
The following article by Ken Marblestone originally appeared in Smart Business Cleveland. You’ve identified the perfect buyer, or better yet, someone has approached you about acquiring your business, and you are ready to make that transition. You like the price, they...
Cascade Partners Named Finalist for 18th Annual M&A Advisor Awards for Remington’s Sale to Gridiron Capital
We are pleased to announce that The M&A Advisor has announced that the sale of Remington Products to Gridiron Capital was named a finalist in the 18th Annual M&A Advisor Awards. According to The M&A Advisor, “[T]he finalists were selected by an independent...
Cascade Partners Wins Award for Private Equity Deal
The M&A Advisor Awarded Cascade Partners Private Equity Deal of the Year Cascade Partners LLC today announced that they were awarded the private equity deal of the year by M&A Advisor for their work arranging the sale of Remington Products Company to Gridiron...
Midwest Vision Partners Announces Partnership with Michigan Eye Institutes
Midwest Vision Partners (“MVP”) is pleased to announce its partnership with Michigan Eye Institute (“MEI”). This represents MVP’s first partnership in Michigan. MVP is a people-focused eye care management services organization backed by Alpine Investors committed to...
Arthur J. Gallagher & Co. Signs Definitive Agreement to Acquire LSG Insurance Partners
ROLLING MEADOWS, Ill., Sept. 27, 2019 /PRNewswire/ — Arthur J. Gallagher & Co. today announced that it has signed a definitive agreement to acquire Bloomfield Hills, Michigan-based LSG Insurance Partners. The acquisition is subject to customary closing conditions...
Rajesh U. Kothari, CFA Named Next Commander of Civil Air Patrol’s Michigan Wing
Cincinnati, OH – Col Matthew Creed, Commander of Great Lakes Region, Civil Air Patrol, today announced the selection of Lt Col Rajesh U. Kothari to serve as the next commander of the Civil Air Patrol’s Michigan Wing. Col (select) Raj Kothari joined Civil Air Patrol in...
Ken Marblestone Discusses the Art of The Deal with Smart Business
In this week’s Dealmakers Live, Marblestone explains why he’s always concerned about something and why there are times when you should not take the advice of your financial adviser. Click here to watch the interview.
Cascade Partners Becomes First Michigan Member of The Geneva Capital Group
Cascade Partners has executed transactions in 5 of 7 continents. Our extensive international experience provides optimal cross border solutions. Geneva Capital Group (GCG) is a global network of M&A Advisory / Investment Banking and Corporate Finance firms. GCG...
Raj Kothari Named 2018 Advisor of The Year by MiBiz
“Cascade Partners’ work over the last year has encompassed a wide spectrum of industries, ranging from transportation and service-based businesses to consumer-focused companies. However, Kothari has been particularly active in health care deals, which earned him...
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