Cascadia

Tariffs and consumer spending concerns are creating uncertainty in the retail and fashion M&A market, slowing deal activity as companies navigate shifting policies. William Susman, one of the leading investment bankers in the Fashion and Retail industry, was recently interviewed by WWD for his insights on how these dynamics are influencing transactions. While strategic buyers are still engaged, many companies are pausing dealmaking until the outlook becomes clearer. ?? “The dust will settle. But it’s a very large assumption that the dust will settle quickly.” Read more about how policy uncertainty is shaping fashion M&A: https://lnkd.in/ggDQScGc Connect with Billy or comment below if you wish to discuss what he is seeing in this market.?

Cascadia Capital is pleased to share our 1H 2025 Retail Technology Industry Update, featuring insights on market trends, transaction activity, and the evolving landscape shaping the sector: ?? Click here to download the full report: https://lnkd.in/gFkuBTJM ?? For more information, reach out to Teague Collins, Nikko Hellstern & Grant Porter - Macroeconomic Update: Despite resilient fundamentals and a transaction backlog, economic uncertainty grows and hopes for a soft landing fade - Retail Market Outlook: Driven by emerging technologies and shifting consumer behavior, the retail tech market is projected to reach $49.2B by 2030 - Key Trends: Generative AI, social commerce, and rising competition continue to transform the industry - Transaction Activity: M&A volume saw a notable uptick in 2H 2024, with capital raise activity increasing slightly, reflecting continued investor interest Teague Collins will be at Shoptalk next week - if you’re attending and would like to connect, please reach out to him directly or comment below.

Had a fantastic time yesterday at Casa del Mare - Boutique Hotels in #SantaMonica atending the #AdvancedManufacturing & #IndustrialTechConference! Grateful for the opportunity to connect with industry leaders and gain insights into the latest advancements in automation, aerospace, defense, and industrial technology. A huge thank you to Cascadia Capital for organizing such an exceptional event, and to Trent Bryson for the invite CBIZ! Panels included: INDUSTRIAL AUTOMATION: DEVELOPING AND SCALING AUTOMATION Moderated by: Firdaus Pohowalla ? James M. Van Thof - President – Jewett Automation ? Robert Komljenovic - Independent Executive ? Nino LaDuca - CEO – Shape Technologies Group ? Steve Martinez - CEO – Zone 4 ADDITIVE MANUFACTURING: BEYOND PROTOTYPING TO PRODUCTION-SCALE INNOVATION Moderated by: Mark Smith ? Joseph Calamese, CEO – ADDMAN ? Suman Das, Founder, CEO – DDM Systems ? Adam "AJ" Jarnagin CEO, Founding Partner – EXPANSIA ? Brandon Lamoncha Director of Additive Manufacturing – Humtown ADVANCED MATERIALS APPLICATIONS: NEXT-GEN MATERIALS RESHAPING INDUSTRIES AND USE CASES Moderated by: Michael Del Pero ? Brandon Cates - CEO - Ameritime ? Alex Andrianopoulos, CEO – Amorphology ? Riley Reese - CEO – ARRIS ? Simon Waddington Co-Founder & CEO– Cambium ? Tobias Schaedler - Manager, Architected Materials & Adaptive Structures Department – HRL Laboratories SPACE: THE COMMERCIALIZATION OF THE FINAL FRONTIER Moderated by: Larry Schultz ? Andy Devine, President & Founder – Coastal Connections ? Paul Day, Ph.D., Co-Founder & VP of Engineering – Muon Space ? Dr. Umair Ahmed Siddiqui President & CTO – Phase Four ? Jim Stameson - President & CEO – Plasma Ruggedized Solutions AEROSPACE & DEFENSE SUPPLY CHAIN: MITIGATING DISRUPTIONS & STRENGTHENING RESILIENCE Moderated by: Tyler Miller ? Declan Grant, President – Aeromed ? Tim Berry, Head of Manufacturing – JetZero ? Mike Moore, VP of Advanced Manufacturing – K&B Industries ? Roland Soohoo President, CEO – Sekai Electronics AEROSPACE & DEFENSE MANUFACTURING: ADVANCING INNOVATION AND SOLUTIONS IN THIS CRITICAL END-MARKET Moderated by: Kevin Frisch ? Joe Puccio CEO – APM Manufacturing ? Joseph (Joe) Klinger President, CEO – Applied Companies ? Chris Celtruda CEO – Chromalloy ? Nick Kendall-Jones - CEO – Interconnect Solutions Company ? Travis Moore - President – Jemco Components & Fabrication PRECISION MANUFACTURING ? John Reinke, Generation Growth ? Jed Rust ARC ? Mark Rauenzahn, Producto ? Grady Cope, Reata FACTORY TECHNOLOGY: ENHANCING PRODUCTIVITY AND DRIVING ON-SHORING WITH NEXT-GEN SOLUTIONS Moderated by: Scott Whiting ? Matt Sand Founder, President – Avalon ? Ted Sorom CEO, Co-Founder – Mantle ? Lars Brubaker CEO – MatterHackers ? Paul Van Metre Co-Founder – ProShop ERP ? Tom Rogers - President, CEO – Vibrac ACG 101 - Association for Corporate Growth 101 Corridor ACG Los Angeles ProVisors

That’s a wrap on #AMIT2025! Today was filled with insightful discussions, valuable connections, and forward-thinking perspectives on Advanced Manufacturing and Industrial Technology. A sincere thank you to our speakers and panelists for their contributions to making this event a success. We are also tremendously grateful to our sponsors— Moss Adams, Bryson Financial, Datasite, Sheppard Mullin Richter & Hampton LLP and Turning Point Strategic Advisors—for their generous partnership. Thank you! We look forward to continuing these conversations. See you next year! #CascadiaCapital

Kicking Off AMIT 2025! Tonight, we officially opened the AMIT 2025 Conference with an incredible evening of networking, insights, and connection over cocktails and dinner in Santa Monica. We’re looking forward to a full day of discussions and meetings tomorrow. Stay tuned for key takeaways and highlights! #cascadiaconnect #AMIT2025

Excited to share that Cascadia served as the exclusive financial advisor to Willamette Valley Meat Company on its acquisition by Bochi Investments, LLC. Founded in Portland, Willamette Valley Meat has grown into one of Oregon’s largest meat processors, offering a diverse range of fresh and frozen proteins to grocery chains and independent retailers. Bochi Investments, a Pacific Northwest-based investor with deep food & beverage expertise, will support the company’s continued success. This transaction highlights Cascadia’s deep expertise in the food and protein sector and our commitment to delivering strong outcomes for our clients. Read more here: https://lnkd.in/gyTxbiJ8 Or reach out to George Sent and Markus Scheidel for more information!

Thrilled to see Cascadia’s own Kayla Cartoski recognized as one of Kayo’s Top 25in25 Rising Stars in Investment Banking! Kayla is an exceptional Vice President on our Capital Markets team, bringing expertise, dedication, and a client-first approach to every transaction. It’s no surprise to see her included among this impressive group of rising dealmakers. Congratulations, Kayla, and to all the honorees! ?? View the full list here: https://hubs.li/Q038L8ds0

?? The countdown is on! ?? We’re just two weeks away from the Cascadia Connect Advanced Manufacturing & Industrial Tech Conference, happening March 12-13 at Hotel Casa Del Mar in Santa Monica! ? Agenda finalized – Explore the full lineup here: https://lnkd.in/g7DbXPSj ???Meeting requests are rolling in – Attendees are submitting requests to connect with leading investors and companies. Don’t miss your chance to be part of the conversation shaping the future of advanced manufacturing. Register today! https://lnkd.in/g7DbXPSj #AMIT2025 #AdvancedManufacturing #CascadiaConnect

Excited to share that Cascadia served as the exclusive financial advisor to CarbonQuest in a growth capital funding round led by Riverbend Energy Group! CarbonQuest is pioneering Distributed Carbon Capture? technology, offering a cost-effective solution to help small- and medium-scale carbon emitters decarbonize across industrial markets and the built environment. This funding will accelerate CarbonQuest’s mission, expanding its technology’s reach and impact—enabling emissions reductions across new sectors, including biogenic sources of CO2 and utility infrastructure. Jamie Boyd, Managing Director at Cascadia Capital, shared: "CarbonQuest is not only addressing the critical need for decarbonization in hard-to-abate sectors but also setting a new standard for economic viability in the industry. We’re proud to have played a role in facilitating their growth.” Congratulations to the CarbonQuest team on this milestone! Learn more about their innovative approach to carbon capture: https://lnkd.in/ghbuMbSX