2023东海岸私募股权峰会

East CoastPrivate Equity Summit2023 WELCOME A MESSAGE FROM CASCADIA’S FINANCIAL SPONSORS GROUP On behalf of Cascadia Capital, I am pleased to welcome you to the Cascadia Connect PrivateEquity Summit. Our senior team is thrilled to be here in New York to make new connections,strengthen relationships, enhance deal flow, and discuss relevant portfolio companyopportunities. For over 20 years, Cascadia has been committed to serving our clients and partners. We haveachieved record growth in recent years and are now the second largest independent advisoryonly investment bank in the United States1. In November of 2022, we secured a strategic growth investment from our partners at AtlasMerchant Capital. The cornerstone of the investment was to accelerate growth. In addition toexpanding our team and industry coverage for our preeminent mergers and acquisitions andstrategic advisory practices, we have intentionally deepened our financial sponsors and capitalmarkets practices to drive increased collaboration and deal flow with the private equitycommunity. This is what brings us together today. Our Financial Sponsors Group is dedicated to facilitating relationships and connectivity withour industry and product teams. We strive to align our market insights, transaction experience,and industry expertise to provide creative solutions for our private equity clients. We expendall our resources and expertise across the platform to ensure we are driving optimal outcomes. Our goal for today is to foster direct connections for your firm with our industry and productbankers, as well as our full platform. We are looking forward to sharing our views on themarket, discussing near term and future opportunities, and opening the dialog for ongoingfuture deal flow exchange. It is our hope that this Summit will generate actionable prospectsand fuel the next wave of value-added partnership between our firms. We sincerely thank you for being here today. We appreciate your partnership and look forwardto finding more opportunities to work together for many years to come. With gratitude, Scott AmesManaging DirectorHead of Financial Sponsors GroupCascadia Capital Cascadia Capital Cascadia Quick Facts With over 80 professionals, Cascadia is one of themost active independent investment banks providingmiddle-market entrepreneurs, family-ownedbusinesses and private equity sponsors with mergerand acquisition advice, capital raising, and strategicadvisory services. We partner with our clients to deliversuperior results based on our domain expertise,transaction experience, and commitment to long-termrelationships. National platform with offices inAtlanta, Austin, Los Angeles,Minneapolis, Nashville, Seattle,and Westport Serving private equity, entrepreneurs,and family business owners Transparent, client-focused, process-driven advisors Coverage Areas We areindustry specialiststhat simplify complex issues. Our focus areas include: Recent Transactions Financial Sponsors Group Kerri HagenDirectorFinancial Sponsors Group(203) 842-2852khagen@cascadiacapital.com Kevin CableManaging DirectorGrowth Equity & Venture Capital(206) 696-7922kcable@cascadiacapital.com Scott AmesManaging DirectorHead of Financial Sponsors Group(651) 233-3480sames@cascadiacapital.com Capital Markets Overview Cascadia’s Capital Markets practice focuses on serving our private equity andprivate company relationships with full-service advisory and execution offinancing transactions to facilitate acquisitions, growth capital, structured capital,and internal recapitalizations. Our practice provides complete customized capitalstructure advising from debt-to-equity financing. Engagements Include Growth EquityUnitrancheMezzanine / Subordinated DebtPreferred and Common Equity Acquisition Financing for Private Equity and PrivateCompaniesStructured CapitalRecapitalizations Process / Execution Our approach is differentiated given our professionals’ deep principal investment execution expertise,allowing us to take ownership and drive an efficient and cost-effective engagement from early reads,marketing, and term sheet, all the way through document and terms negotiation and closing.We also integrate our industry bankers’ sub-vertical industry expertise to provide another layer of value addin effectively positioning our client’s business to optimize market interest and terms. Investors We have long-standing relationships and active dialogue with premier investors (banks, direct lenders, privatecredit funds, BDCs, equity funds, and family offices) with the ability to invest across the capital structure. Capital Markets Leadership Team Kayla CartoskiVice PresidentCapital Markets Carle FeltonManaging DirectorHead of Capital Markets Representative Transactions LMR Wine Estates received debt financing from Goldman SachsFatbeam received financing from Bank Street & Post Road GroupVera Whole Health received debt financing from ComericaNoble House Hotels