Cascadia Capital is a Seattle-based investment bank founded in 1999 that specializes in providing strategic financial advisory services to middle-market companies, including those in the logistics and supply chain sectors. With over two decades of experience and a team of 51-200 professionals, the firm offers comprehensive mergers & acquisitions advisory, capital markets solutions, and strategic consulting services designed to help business owners achieve their growth and liquidity objectives. What sets Cascadia Capital apart is their deep sector expertise and hands-on approach to middle-market transactions, particularly their understanding of complex supply chain and logistics businesses. The firm's strategic advisory services provide data-driven insights that help logistics companies make informed decisions about expansion, technology investments, and operational improvements, while their M&A and capital markets expertise enables successful exits and growth financing for 3PL operators and logistics technology providers.
Middle-market 3PL operators seeking growth capital, strategic partnerships, or exit opportunitiesFamily-owned logistics and transportation companies planning succession or liquidity eventsPrivate equity funds looking for deal origination and execution support in the logistics sectorLogistics technology companies needing capital for scaling operations or strategic acquisitions
Deep understanding of logistics industry dynamics, regulations, and market trendsStrong network of strategic buyers and investors specifically interested in supply chain assetsProven track record with middle-market transactions ranging from $10M to $500M+ in valuePersonalized service approach with senior-level attention throughout the entire processComprehensive advisory capabilities covering M&A, capital raising, and strategic planningOver 20 years of experience navigating complex logistics and transportation deals
Limited to middle-market transactions, may not be suitable for smaller 3PLs or very large enterprisesInvestment banking fees can be significant for companies with tight margin structuresProcess timelines for M&A and capital raising can extend 6-12 months or longerFocus on financial transactions rather than operational consulting or technology implementation
Cascadia Capital stands as a premier middle-market investment banking firm that has been serving entrepreneurs, family-owned businesses, and private equity sponsors since 1999. Based in Seattle, Washington, the firm has built a reputation for delivering sophisticated financial advisory services with a personalized approach that larger Wall Street firms often cannot provide. Their team of experienced professionals combines deep industry knowledge with innovative deal structuring to help clients achieve their strategic and financial objectives.
Core Service Offerings
Cascadia Capital's service portfolio centers around three key areas that directly benefit logistics and supply chain companies. Their Mergers & Acquisitions practice provides comprehensive advisory services for business owners looking to sell their companies, acquire complementary businesses, or pursue strategic partnerships. This includes valuation analysis, buyer identification, due diligence coordination, and transaction structuring. Their Capital Markets division specializes in sourcing flexible debt and equity financing solutions, helping growing 3PL operators and logistics technology companies secure the capital needed for expansion, technology upgrades, or working capital needs. The firm's Strategic Advisory services offer data-driven insights and analytical support to help logistics executives make informed decisions about market positioning, operational improvements, and growth strategies.
Target Market and Industry Focus
While Cascadia Capital serves clients across multiple industries, they have developed particular expertise in sectors that include transportation, logistics, and supply chain services. Their middle-market focus means they typically work with companies generating $10 million to $500 million in annual revenue, making them an ideal partner for established 3PL operators, regional logistics providers, and emerging logistics technology companies. The firm's understanding of the logistics industry's unique challenges—including regulatory complexities, technology integration needs, and margin pressures—enables them to structure transactions and financing solutions that address sector-specific requirements.
Competitive Advantages and Differentiation
Cascadia Capital's competitive edge lies in their combination of middle-market focus, industry expertise, and relationship-driven approach. Unlike larger investment banks that may treat logistics deals as commodities, Cascadia takes the time to understand each client's unique value proposition and market position. Their sub-vertical expertise allows them to identify strategic buyers and investors who truly understand the logistics space, often resulting in better valuations and more favorable deal terms. The firm's long-standing relationships with private equity funds, strategic acquirers, and debt providers in the logistics sector enable them to move quickly when opportunities arise and structure creative solutions for complex transactions.
Let our experts help you find the perfect Mergers & Acquisitions (M&A) solution
Get expert recommendations tailored to your 3PL's specific needs, budget, and growth goals
✓ Free consultation ✓ Unbiased recommendations ✓ 24hr expert response
Share your experience with Cascadia Capital and help other 3PLs make informed decisions.
Compare features, pricing, and reviews from industry-leading Mergers & Acquisitions (M&A) companies to find your perfect match.
Mergers & Acquisitions (M&A)
Your strategic partner for 3PL M&A. Fulfill M&A delivers institutional-grade execution with unmatched sector expertise, proprietary data, and proven results for acquiring or selling logistics companies. With $1B+ in transaction volume advised, 18 closed deals, and an 85% LOI-to-close rate, we combine deep operational knowledge with sophisticated financial analysis to drive successful outcomes.
View Profile →Mergers & Acquisitions (M&A)
Livingstone Partners is a Chicago-based investment banking firm founded in 2007 that specializes in middle-market mergers and acquisitions and debt advisory services. With a team of 110 professionals, the firm has established itself as a trusted advisor for companies in the logistics and supply chain sector, providing comprehensive financial advisory services to facilitate growth, transitions, and strategic transformations. The company's expertise spans sell-side and buy-side M&A transactions, as well as sophisticated debt structuring solutions. What sets Livingstone Partners apart is their deep understanding of the logistics and 3PL industry dynamics, combined with their ability to structure complex transactions that maximize value for all stakeholders. Their proven track record includes successfully guiding numerous logistics companies through strategic exits, facilitating platform acquisitions for growth-oriented buyers, and securing optimal financing solutions through their extensive network of private debt providers. The firm's aligned incentive structure ensures that client success remains the primary focus throughout every engagement.
View Profile →Mergers & Acquisitions (M&A)
TransDigm Group is a leading designer, manufacturer, and supplier of highly-engineered aerospace components and systems that are critical to commercial and military aircraft operations. Founded in 1993 and headquartered in Cleveland, Ohio, the company has built a portfolio of proprietary products through strategic acquisitions and organic growth, serving original equipment manufacturers (OEMs) and the global aerospace aftermarket. With over 16,500 employees worldwide, TransDigm operates through multiple subsidiaries that specialize in mission-critical components including actuators, ignition systems, power conditioning devices, specialized pumps, valves, and cockpit security components. What sets TransDigm apart is their value-based operating strategy that focuses on highly-engineered, proprietary products with significant barriers to entry and substantial aftermarket revenue streams. The company's disciplined acquisition approach targets businesses with strong market positions in niche aerospace applications, allowing them to maintain premium pricing while delivering exceptional reliability and performance. Their products are essential for aircraft safety and operation, creating long-term partnerships with major aerospace manufacturers and operators globally.
View Profile →Mergers & Acquisitions (M&A)
Greenbriar Equity is a Greenwich-based private equity firm founded in 1999 that specializes in growth capital investments across various sectors, including logistics and supply chain technology. With 37 employees and over two decades of investment experience, Greenbriar focuses on partnering with management teams of established companies that are positioned to capitalize on significant growth opportunities. The firm brings domain expertise and an extensive network to help accelerate portfolio company growth while maintaining a partnership-focused, risk-sensitive investment approach. What sets Greenbriar apart in the 3PL and logistics technology space is their commitment to working closely with passionate, well-aligned management teams to execute specific value creation plans. Rather than simply providing capital, Greenbriar acts as a strategic partner, leveraging their industry knowledge and connections to help logistics and technology companies scale operations, expand market reach, and enhance their competitive positioning in the rapidly evolving supply chain landscape.
View Profile →Mergers & Acquisitions (M&A)
DAK Transportation is an Addison, Illinois-based freight transportation company specializing in comprehensive trucking solutions across the continental United States. With a team of 11-50 employees and a focus on professional driver management, DAK offers three core service lines: long-haul transportation from coast to coast, short-haul same-day delivery services, and dedicated fleet solutions for businesses requiring consistent logistics support. What sets DAK Transportation apart is their commitment to driver satisfaction and customer service excellence. Their professional driver managers ensure that drivers maintain work-life balance while meeting stringent delivery standards, creating a reliable foundation for customer freight needs. The company particularly excels in serving manufacturers who require multiple same-day pickups and deliveries to maintain production line efficiency, while also providing dedicated fleet services for businesses with ongoing transportation requirements.
View Profile →Mergers & Acquisitions (M&A)
Matrix Capital Markets is a Richmond, Virginia-based investment banking and financial advisory firm that has been serving the logistics and supply chain industry since 1988. With over three decades of experience and a focused team of 50 professionals, Matrix specializes in mergers and acquisitions, capital advisory services, and business valuation for companies across the 3PL ecosystem. Their deep understanding of the logistics sector enables them to provide strategic financial guidance during critical business transitions, from growth capital raises to complete ownership transfers. What sets Matrix apart in the logistics space is their comprehensive approach to financial advisory services, combining M&A expertise with sophisticated valuation capabilities and capital markets knowledge. They work with 3PL operators, logistics technology companies, freight brokers, and supply chain service providers to navigate complex financial transactions, whether seeking growth capital, planning exit strategies, or evaluating acquisition opportunities. Their experience spans the full spectrum of logistics subsectors, making them a trusted advisor for companies looking to scale, consolidate, or optimize their capital structure in an increasingly competitive marketplace.
View Profile →