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Overview Presentation august 2015

Overview Presentation august 2015

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Overview Presentation august 2015

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  1. Overview Presentation august 2015 Member FINRA / SIPC

  2. {Background Image Optional/Interchangeable} {Insert Company Logo} August 2015 Member FINRA / SIPC

  3. Our Firm • Leading diversified investment bank • M&A, private placements, advisory services • Specialized in-depth expertise across 10 industry verticals • Founded in 1999, Cascadia has a successful 16 year history • Successfully completed over 190 transactions with $5.8 billion in transaction value • Representing clients inthe U.S. and globally, including Europe, Asia and Australia • Experienced team with successful track record • Wall Street training and experience • Decades of investment banking and operational expertise • Deep capital markets expertise • Coordinated delivery of appropriate expertise across the firm • 40 investment banking professionals • 11 Managing Directors in six cities • Headquartered in Seattle, with Managing Directors in Houston, Los Angeles, Minneapolis, New York and Spokane

  4. Providing a Full Suite of Banking Services Mergers & acquisitions Corporate finance • We have completed M&A transactions ranging in size from $20-$500 million. Our thorough and disciplined process, in combination with our deep industry expertise, has resulted in a proven track record of delivering successful outcomes for our clients. • Engagements include: • Sell Side Representation • Buy Side Representation • We have extensive experience placing equity and debt capital ranging from $10-$250 million. We leverage our deep relationships with institutional investors; including private equity, growth equity, venture capital, family office, mezzanine and venture debt, hedge funds and BDCs. • Engagements include: • Private Equity Capital Raises • Public Company Capital Raises • Recapitalizations • Debt Financings & Restructurings • Project Finance • Management Buyouts • Leveraged Buyouts Strategic advisory services Private capital • We provide our clients with analytical data and insights to facilitate strategic decision-making. We advise our clients on how to maximize shareholder value and then provide support for transaction implementation. • Engagements include: • Corporate Valuations • Fairness Opinions • Shareholder Rights Planning • We listen carefully to business owners and managers and then work closely with them to custom design long-term and flexible capital solutions. Our approach resonates particularly well with family-owned and closely-held companies. • Engagements include: • Acquisition/Organic Growth Capital • Corporate Divestitures • Management Buyouts • Minority Stakes • Partial Liquidity Events • Recapitalizations • Special Situations • Shareholder Value Analysis • Strategic Partnerships & Joint Ventures

  5. Process and Experience Deliver Results • Cascadia is a Highly Active Diversified Investment Bank • Record-breaking 2014, having closed 26 transactions with over $1.3 billion in value • Over $4.0 billion in total M&A transactions closed in the firm’s history • Over $1.6 billion in total capital raised in the firm’s history • We Differentiate Each Process With a Customized Approach • We are thoughtful advisors who deliver a tailored process to suit the needs of our clients • We understand the strategies of the counterparties, enabling us to tell them why they should be interested – allowing Cascadia to drive the transaction and maximize results • Team Members Have Deep Industry Expertise • With bankers in ten different industry verticals, we have the experience to offer industry breadth while maintaining sector depth • Dedicated resource model with comprehensive vertical expertise from Managing Director to Analyst • Our Experience and Approach Drive Results • We have experience, industry focus and a differentiated process that drives success • Our transactions are built upon delivering the best quantitative and qualitative terms with the most desirable counterparty

  6. Proven Results Most recent transactions

  7. Over $4 Billion in M&A Transactions Recent Mergers & acquisitions

  8. Over $1.6 Billion of Capital Raised Recent Private placements

  9. Deep Vertical Market Expertise Auto aftermarket Business services Consumer & retail Energy & applied technology Financial services Food & agribusiness Healthcare & Digital Health Industrials Real estate Technology

  10. Auto Aftermarket Practice Auto Aftermarket Business Services Consumer & Retail Energy & Applied Technology Financial Services Food & Agribusiness Healthcare & Digital Health Industrials Real Estate Technology PRINCIPAL SECTOR FOCUS Accessories Dealerships Performance Dealership Technologies Collision & Replacement Parts Connected Car OVERVIEW We have six professionals with over 40 years of collective Auto Aftermarket investment banking experience and extensive coverage of strategic and financial buyers located in Asia.  Past international clientele includes Lentuo International (NYSE: LAS), a leading chain of vehicle dealerships in China.  We also maintain an active membership with the Specialty Equipment Manufacturers Association (SEMA), an association for the $31 billion Auto Aftermarket industry with some 6,800 member companies. REPRESENTATIVE TRANSACTIONS

  11. Business Services Practice Auto Aftermarket Business Services Consumer & Retail Energy & Applied Technology Financial Services Food & Agribusiness Healthcare & Digital Health Industrials Real Estate Technology PRINCIPAL SECTOR FOCUS Consulting & Staffing Services Media & Entertainment Services Technology Enabled Business Data & Information Services Advertising & Marketing Services Distribution Services OVERVIEW We have seven professionals with over 40 years of collective experience involved in various aspects of our Business Services coverage. Our main focus and expertise within the sector is technology-enabled services models. We help our clients to achieve optimal value by showcasing their unique attributes, such as operating leverage, above-average industry margins and competitive differentiation. REPRESENTATIVE TRANSACTIONS

  12. Consumer & Retail Practice Auto Aftermarket Business Services Consumer & Retail Energy & Applied Technology Financial Services Food & Agribusiness Healthcare & Digital Health Industrials Real Estate Technology PRINCIPAL SECTOR FOCUS Consumer Products & Services Food & Beverage Ecommerce Restaurants Catalog & Specialty Retail Retail Technology OVERVIEW We have five professionals with over 50 years of collective Consumer & Retail investment banking experience. We have completed 25 transactions since the beginning of 2010, valued at over $750 million in transactional value, including seven capital markets transactions and 18 M&A advisory assignments. We have deep understanding of consumer behavior across the spectrum, which enables us to quickly understand and asses the value proposition of our clients. REPRESENTATIVE TRANSACTIONS

  13. Energy & Applied Technology Practice Auto Aftermarket Business Services Consumer & Retail Energy & Applied Technology Financial Services Food & Agribusiness Healthcare & Digital Health Industrials Real Estate Technology PRINCIPAL SECTOR FOCUS Oil & Gas Intelligent Systems, Machines & Data Renewable/Alternative Energy Efficiency Oilfield Products, Services & Infrastructure Smart Grid Energy TechnologyWater, Air & Environment OVERVIEW We have seven professionals with over 70 years of collective experience in Energy & Applied Technology, located in Seattle and Houston. This group pioneered energy technology investment banking and was at the forefront of the convergence of information technology into energy in 2005. Since that time, we have completed transactions for clients across the globe and have built one of the most reputable practices focused on the sector. REPRESENTATIVE TRANSACTIONS

  14. Financial Services Practice Auto Aftermarket Business Services Consumer & Retail Energy & Applied Technology Financial Services Food & Agribusiness Healthcare & Digital Health Industrials Real Estate Technology PRINCIPAL SECTOR FOCUS Specialty Finance Investment & Bank Technology Insurance & Insurance Technology Investment Management Payments Outsourced Solutions Processing Trading Technology OVERVIEW We have three professionals with over 25 years of experience in the Financial Services sector. We have a vast understanding of the changes taking place in the industry, from specialty finance to payments . We are keenly aware of new regulatory initiatives in the sector and we help our clients realize value by capturing, digesting, understanding and monetizing financial data for both mature and disruptive companies. REPRESENTATIVE TRANSACTIONS

  15. Food & Agribusiness Practice Auto Aftermarket Business Services Consumer & Retail Energy & Applied Technology Financial Services Food & Agribusiness Healthcare & Digital Health Industrials Real Estate Technology PRINCIPAL SECTOR FOCUS Agriculture Protein Fruits, Vegetables & Other Products Distribution Processing & Packaging Dairy OVERVIEW We have four professionals with over 80 years of collective investment banking and operating experience in Food & Agribusiness. Our target focus is on upstream companies in the industry, including the ecosystem of companies providing products and services to the sector. We believe the Food & Agribusiness industry will continue to see secular growth and industry dynamics will continue to evolve. We expect increased consolidation, vertical integration from producer to consumer and the introduction of new technologies. REPRESENTATIVE TRANSACTIONS

  16. Healthcare & Digital Health Practice PRINCIPAL SECTOR FOCUS Consumer Driven Health IT & Mobile Health Aging Population Workflow Solutions Healthcare Services Insurance & Reimbursements Data Access & Communication OVERVIEW We have four professionals with over 40 years of collective experience who have originated and executed over $1 billion of M&A and financing transactions in the Healthcare sector. Emerging trends in the industry are driven by consumers demanding higher quality care with cost transparency, integrated health information, and better provider access and communication. The solutions lie at the intersection of healthcare and technology, where innovation provides for better, more accessible care at lower costs. Cascadia’s team is perfectly primed to meet the growing needs of the industry’s players, leveraging vast experience coupled with a thorough understanding of the market. REPRESENTATIVE TRANSACTIONS Auto Aftermarket Business Services Consumer & Retail Energy & Applied Technology Financial Services Food & Agribusiness Healthcare & Digital Health Industrials Real Estate Technology

  17. Industrials Practice Auto Aftermarket Business Services Consumer & Retail Energy & Applied Technology Financial Services Food & Agribusiness Healthcare & Digital Health Industrials Real Estate Technology PRINCIPAL SECTOR FOCUS Aerospace & Defense Industrial Services Capital Goods Paper & Packaging Construction & Building Materials Transportation & Logistics OVERVIEW We have six professionals with over 40 years of collective experience in the Industrials sector. The core expertise in this sector is with companies that have a specialized defensible niche, proprietary technology or manufacturing process, or other intellectual property. We help our clients to achieve optimal value by demonstrating unique attributes that differentiate them from low-cost overseas competitors or other more traditional commodity manufacturing companies. REPRESENTATIVE TRANSACTIONS

  18. Real Estate Practice Auto Aftermarket Business Services Consumer & Retail Energy & Applied Technology Financial Services Food & Agribusiness Healthcare & Digital Health Industrials Real Estate Technology PRINCIPAL SECTOR FOCUS Hospitality Industrial Multifamily Land Retail & Office Commercial OVERVIEW We have five professionals with over 50 years of collective capital market and industry expertise in the Real Estate category, which provides for truly effective, client-driven and product agnostic advice. We are well-versed in understanding and advising on the Real Estate capital market alternatives available in today’s low yield environment, from traditional debt and equity financings, to more creative capital formation transactions such as sale-leasebacks and joint venture private equity raises. REPRESENTATIVE TRANSACTIONS

  19. Technology Practice Auto Aftermarket Business Services Consumer & Retail Energy & Applied Technology Financial Services Food & Agribusiness Healthcare & Digital Health Industrials Real Estate Technology PRINCIPAL SECTOR FOCUS Customer Experience Management Infrastructure Software Mobile Solutions Business Intelligence & Analytics Education Technology Compliance/Legal Digital Media & B2B Internet Industrial Automation Enterprise Software OVERVIEW We have seven professionals with over 80 years of collective experience in M&A and Financing transactions within the Technology sector, and extensive prior operational and corporate development expertise. We are domain experts, which enables us to uniquely position our clients in terms of their people, business models and technology, to the most appropriate strategic acquirers or private equity investors, which in the past have included several leading technology companies. REPRESENTATIVE TRANSACTIONS

  20. Cascadia Capital Leadership Team Cascadia has a distinguished team of investment banking professionals with expertise in a multitude of industries and capital markets. • Leading diversified investment bank advisory firm serving domestic and global clientele • Coordinated delivery of appropriate expertise across the firm • Strategic insight to assist in identifying and executing a range of alternatives • 11 Managing Directors in six cities • 40 investment banking professionals • Over $5.6 billion in transactional value

  21. The [Industry Name] Team

  22. Case Study