Financings and Recapitalization

Transformational opportunities for your business are rare and timing is everything. Having the right advisor helps ensure you can act decisively, secure the right capital structure, and maximize long-term value.

Turning Strategic Challenges into Capital Opportunities

Our financing and recapitalization services deliver personalized guidance and deep industry insight to help you secure the right mix of equity and debt capital to achieve your goals.

With decades of experience and billions of dollars in transactions as investors, board members, and advisors, Cascade Partners brings unmatched perspective to every engagement. Our global network of investor relationships allows us to position your business for success—optimizing pricing, structure, and terms.

We work primarily with closely held middle-market companies generating $3M+ in EBITDA, as well as independent sponsors and private equity firms. Whether you’re pursuing organic growth, shareholder liquidity, or a comprehensive recapitalization, we focus on aligning capital with your strategic objectives.

At Cascade Partners, we know success isn’t just about raising capital—it’s about finding the right fit. That means flexibility, cultural alignment, and value-creating expertise. We help you secure the resources that set your business up for lasting growth.

Innovative Solutions for Complex Transactions

We provide expert guidance on a wide range of financing and recapitalization transactions—whether straightforward, complex, or highly time-sensitive. No matter the structure, our goal is to create a competitive process that maximizes your options and delivers the best possible terms.

Cascade Partners typically advises on transactions ranging from $15M to $400M, leveraging a broad network of capital sources, including:

Capital Raising Situations

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Acquisitions & Consolidations

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Shareholder Buyouts & Recapitalizations

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Delayed Draw Financings

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Dividend Recapitalizations

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Growth Capital

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Refinancings

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Organic Expansion

Types of Capital

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Asset-Based Debt

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Mezzanine Debt

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Second Lien Debt

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Senior Cash Flow Debt

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Unitranche Debt

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Common Equity

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Preferred Equity

Experienced Team

Our extensive experience as investors and advisors in the capital market, combined with our deep knowledge of current market conditions, means we can quickly identify points of value and possible risk areas from the perspective of potential partners.

This unique perspective allows us to more effectively position the deal and maintain transaction momentum, which drives a successful closing.

Consider us your outsourced capital raising partner. Allow our team to act as your quarterback for the entire financings and recapitalization process so you can concentrate on acquisition, integrations and operating your business.