Cascade Partners’ Post

As the grid hardening trend accelerates, established Electrical Transmission and Distribution (T&D) players seek to expand their revenue streams and capabilities, fueling competitive M&A activity in the Electrical T&D sector. Other drivers fueling the appetite for quality assets include the "electrification" boom. Electrification involves transitioning a device, system, or sector from non-electric energy sources to electricity. This strategy, increasingly central to economy-wide decarbonization efforts, is starting to reshape the electric power industry. However, electrification is not an end but a pathway to broader community goals, such as reducing greenhouse gas emissions or lowering energy costs. For utilities, the actual value lies in system optimization, improved efficiency, and enhanced resilience. Learn more in our latest Electrical Transmission & Distribution Industry Market Update: https://lnkd.in/ezBeBQ9j #ClimateResilience #GridHardening #EnergyInfrastructure #MergersAndAcquisitions #InfrastructureInvestment 

On #WomensEqualityDay, we honor the strides made since the early 19th century when women secured the right to vote. Let's continue striving for gender equality in all areas, especially healthcare. The women's health services sector is on the brink of significant growth, driven by strong investment trends, increasing clinical research activity, and accelerating socio-economic factors. With over $1.3 trillion in undeployed capital, investors are keenly eyeing opportunities in this space, mainly as success in other healthcare specialties has led to a broader interest in women's health and ancillary services. Additionally, the sector's highly fragmented nature, growing federal and consumer spending, and heightened awareness of women-centric needs and treatments position it for substantial expansion. The momentum behind these developments is undeniable. For insights into the M&A activity driving change in #WomensHealthcare, explore our latest industry report: https://lnkd.in/e_sD3p7J #EqualityForAll #MergersAndAcquisitions #InvestmentBanking

Strategic buyers lead the charge in e-commerce M&A, leveraging acquisitions to expand product offerings, boost market share, and enhance customer experience. Meanwhile, private equity firms are drawn to the consolidation opportunities in this fragmented, target-rich market. Together, they're driving growth and innovation across the e-commerce landscape.    Learn more about what's driving e-commerce mergers and acquisitions in our latest Industry Market Update! https://lnkd.in/emNWKRAg #Ecommerce #MergersAndAcquisitions #PrivateEquity #BusinessGrowth

Cascade Case Study - Operational Turnaround and Sale A Metal Stampings Manufacturer, serving automotive OEM and Tier I customers, was facing severe financial difficulties, experiencing seven-figure quarterly losses for two consecutive years. The situation worsened when the company defaulted on its senior debt, leading to blocked credit availability by the lender. Compounding the challenges was a $750,000 Borrowing Base Certificate (BBC) misstatement and absentee ownership, which left the company without effective leadership during this critical time. Discover how Cascade Partners' #Restructuring Team guided this company's board and shareholders in developing and executing a successful #TurnaroundStrategy in this Cascade Case Study: https://lnkd.in/edtvEJ3V

We're excited to share the latest episode of Cascade Conversations Podcast! Eric Green, Managing Director at Cascade Partners, chats with Daniel Soleimani, Tax Practice Lead at Butzel about the crucial aspects of pre-transaction M&A tax planning. They discuss the assignment of income doctrine, early preparation for maximizing tax benefits, and how to structure deals that reward long-time employees. They also highlight the vital partnership between bankers and lawyers in driving successful M&A transactions. Don't miss out—join the conversation! https://lnkd.in/e-N99nD6 #MergersAndAcquisitions #TaxPlanning #BusinessStrategy #CascadeConversations

We are excited to welcome Shareef Simaika as the new Managing Director at Cascade Partners! With over 20 years of experience in restructuring advisory, Shareef enriches our firm with his extensive knowledge and expertise. Throughout his career, Shareef has excelled in leading refinancing, corporate restructuring, and bankruptcy reorganizations across diverse industries such as manufacturing, automotive, energy, and retail. His remarkable ability to manage complex restructuring scenarios and provide valuable insights into stakeholder perspectives makes him an outstanding addition to our team. "Shareef's ability to navigate diverse industry challenges will significantly enhance our service offerings and drive our clients' success," said Ron Miller, Managing Director and Restructuring Practice Lead at Cascade Partners. Learn more about Shareef Simaika here: https://lnkd.in/e-MMUkGb #NewHire #ManagingDirector #CascadePartners #Leadership #Restructuring 

We are thrilled to introduce Bob Carey as the newest Senior Associate at Cascade Partners! With his impressive background and extensive investment banking experience, Bob adds a dynamic blend of expertise and enthusiasm to our team. Bob’s deep knowledge and innovative perspectives will undoubtedly enhance our client success and propel our ongoing growth and innovation. Join us in giving Bob a warm welcome and wishing him all the best in his new role! Learn more about him here https://lnkd.in/eNcUk567 #NewHire #SeniorAssociate #CascadePartners #InvestmentBanking #TeamGrowth #Innovation

We are thrilled to announce that Rajesh Kothari, CFA, will join the Civil Air Patrol’s (CAP) Board of Governors! Col. Rajesh Kothari, a longstanding member of the CAP community, currently serves as chair of the CAP Foundation and has been a dedicated board member since its inception, with terms from 2011-2014 and again since 2019. As the CAP Investment Committee leader, he was honored with the Distinguished Service Medal for his outstanding contributions. Raj began his Civil Air Patrol journey as a Michigan Wing cadet in 1981. Over the years, he has taken on numerous leadership roles, including serving as Michigan Wing commander from 2018 to 2021 and CAP’s first national executive officer in 2009. He also was the National Cadet Special Activities coordinator from 2014 to 2018, following his role as activity director for Cadet Officer School from 2012 to 2014. Reflecting on his service, Raj said, “I have served Civil Air Patrol for over 40 years and am humbled to now serve as a member of the Board of Governors, helping to ensure our organization remains a relevant and powerful force serving America.” Please join us in congratulating Raj on this well-deserved honor! You can learn more about his appointment on the CAP News site: https://lnkd.in/eXDHeceX

Cascade Partners is honored to announce our financial advisory role in Xtreme Powerline Construction Inc.'s ("Xtreme") majority interest sale to Aecon Group Inc. (Utilities) ("Aecon"). Founded in 2007, Xtreme is a leading full-service powerline constructor with approximately 300 employees. The company provides exceptional electrical contractor services across the U.S., specializing in overhead distribution line repair, maintenance, and expansion. Additionally, Xtreme offers emergency restoration services to over 20 utility clients nationwide and holds a longstanding overhead distribution Master Service Agreement with DTE Energy. This majority-share partnership allows key shareholders to fully retire while enabling Scott Sheldon, Xtreme's President, to accelerate growth by offering new services to existing customers, expanding their footprint and capabilities in new markets, strengthening customer relationships, and creating new opportunities for their team. Cascade Partners was honored to serve as Xtreme Powerline Construction's exclusive financial advisor throughout this process. Varnum LLP served as their legal advisor. Learn more about the transaction here: https://lnkd.in/ejsknGCH Well done Cascade Team: Rajesh Kothari, CFA, David Thomas Gary Sandhu, Yuxin L.   #MergersAndAcquisitions #UtilityConstruction #BusinessGrowth #CascadePartners #Varnum 

According to McGuireWoods' report on Women's Health and Fertility, the global FemTech industry is projected to reach $75 billion by 2025. Robust investment trends, rising clinical research, and socio-economic drivers propel women's health services growth. The sector is poised for significant expansion with $1.3 trillion in available capital and increasing federal and consumer spending. Learn more about what’s driving transaction activity in this sector in our new Women’s Healthcare Industry Market Update! https://lnkd.in/eT-NvCdC