Cascadia Investments, Inc.
CDIV
Other OTC0.00
USD
-NaN
- -
ISIN
US14739W2070
Return %
Stock
S&P500
1Y
-66.67
26.84
3Y
-98.44
77.03
5Y
-97.50
80.55
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- CEO
- Andrew Thomas Moore
- Full Time Employees
- 303
- Sector
- Financial Services
- Industry
- Shell Companies
- Address
- 11500 Wayzata Blvd Minnetonka MN United States of America 55305
- IPO Date
- May 17, 2006
- Website
- cascadiainvestments.ai
- Similar Companies
- Business
- Cascadia Investments, Inc. is a publicly traded investment banking and capital markets advisory firm providing comprehensive financial services to corporations, financial sponsors, and institutional investors across various industry verticals. The company's core services include mergers and acquisitions advisory, capital raising, strategic financial consulting, and transaction execution support. Cascadia operates primarily in the United States and serves founder, family-owned, and private equity-backed companies. Headquartered in the U.S., it functions as a subsidiary of BR Financial Holdings, LLC. In the past two years, Cascadia Investments has expanded its service platform significantly. Notably, in January 2024, Cascadia Capital, one of its core entities, acquired Threadstone Capital, a specialized advisory firm focused on high-growth consumer, retail, and beauty brands, enhancing its coverage in consumer, retail, and e-commerce sectors while establishing a new office in New York City. This acquisition supports Cascadia's strategic expansion in industry breadth and geographic reach. Furthermore, in March 2025, a subsidiary of B. Riley Financial merged with Cascadia Investments, facilitating strategic ownership integration and strengthening Cascadia's investment banking capabilities. Cascadia also provides tailored advisory services encompassing capital markets solutions such as debt and equity financing, along with buy-side and sell-side advisory. Its advisory platform leverages deep industry expertise and extensive market insight to support middle-market entrepreneurs, family-owned businesses, and institutional investors through customized transaction strategies. The company's operations emphasize a client-focused and team-oriented approach, delivering specialized expertise across sub-vertical industries including consumer, retail, technology, and financial sponsors. Cascadia’s strategic focus on providing full-service M&A advisory and capital markets solutions positions it as a leading independent investment bank servicing North America-based clients with a growing footprint nationally. Founded in the early 2010s and headquartered in the United States, Cascadia Investments is positioned as a dynamic firm that integrates strategic acquisitions and partnerships to broaden its product and geographic service offerings, reflecting a commitment to growth and enhanced client service in the competitive investment banking landscape.