Cascade Partners goes beyond just organizing a sale and creates a partnership that creates long-term value for our clients.

Goal Setting

Like most investment banking firms, we can define the options available to our clients. Unlike most firms, we also present the implications and what those mean to shareholders, the management team and employees after the transaction.


    Our experience as operators and investors provides unique perspectives not found at other firms. We know what buyers are looking for and we strengthen and emphasize the right features to the right prospects to maximize value. Our clients include privately held companies, publicly-traded corporations and private equity firms.

    We recognize that for many closely-held businesses, the economic value of a deal is but one critical aspect. As always, we start by ensuring we understand goals, objectives and motivations. Preservation of a firm’s legacy, the well-being of its staff and commitment to a community may all be important factors.

    Research-Driven Process

    Our research-driven process begins with identifying our client partner’s unique points of value, operating position or market position. We identify buyers and ensure their current focus is consistent with the current need. We don’t rely on just our network, but cast the widest net to identify the best potential acquirers. We focus on our client needs, not our friends and relationships.