A Long-Term Approach
to Value Creation
How Cascadia Took Shape
Cascadia Equity Partners was formed around a simple idea: ownership transitions deserve patience, clarity, and respect for what has already been built.
The firm was shaped by firsthand experience across capital markets, corporate strategy, and complex transactions, and by seeing what works and what doesn’t in traditional models. Too often, businesses are pushed to move faster than they should or reshaped to fit external timelines. Cascadia was built as an alternative to that approach.
From the beginning, the focus has been on long-term value creation, disciplined decision-making, and alignment between owners, operators and investors. We partner with care, preserve continuity, and concentrate on strengthening businesses rather than disrupting them. Our goal is not to reinvent companies, but to support them through the ownership transition process in a way that respects their people, culture, and legacy.
That perspective continues to guide how Cascadia partners today.
Our Purpose
To preserve the culture and legacy of Canadian foundational industries while empowering the next generation of leaders to drive sustainable growth and responsible investor returns.
Our Vision
To redefine private equity through patient and aligned partnerships that transform moments of transition into opportunities for value creation for companies and generations to come.
Together, our purpose and vision shape how we partner, invest, and support businesses through ownership transitions.
Our Partnership Philosophy
Cascadia is built for long-term partnerships. We do not operate a traditional private equity fund, which means we are not forced to deploy capital or push for exits. Each partnership stands on its own, allowing the business to move forward at a pace that makes sense.
We are deliberate about where we add value. Day-to-day operations stay with the teams who know the business best. Cascadia supports leadership with financial expertise, strategic guidance, and disciplined capital allocation, while respecting management autonomy.
This philosophy allows us to preserve corporate culture, maintain continuity of legacy, and focus our involvement where it creates meaningful, sustainable impact.
Our Role in the Business
Cascadia’s role is to support the business, not run it. Operational leadership remains in place, with our focus centered on long-term guidance and support rather than day-to-day management.
We focus on areas where our experience adds meaningful value, including financial support, strategic guidance, and disciplined capital allocation. Our involvement is intentional and measured, aimed at strengthening the business behind the scenes while preserving culture, continuity, and operational stability.
By staying out of daily operations and concentrating on long-term priorities, we help teams work more effectively and support the business through its next chapter without unnecessary disruption.
How We Invest
We believe strong businesses are built over time, not engineered for short-term outcomes. Cascadia takes a patient, disciplined approach to ownership, prioritizing long-term stability over rapid change.
Our investments are grounded in alignment. We partner with investors who share a long-term perspective and value responsible stewardship. This structure allows us to focus on durable performance, thoughtful growth, and steady decision-making rather than forced timelines or transactional outcomes.
What We Look For in a Partnership
We are selective in the partnerships we pursue, focusing on businesses that are well-established and aligned with our long-term approach.
We tend to partner with businesses that share a few common characteristics:
- Strong, experienced leadership teams
- A long operating history and durable customer relationships
- EBITDA generally between $1 million and $7 million (CAD or USD)
- A culture built on trust, craftsmanship, and accountability
- Owners considering succession or a thoughtful next chapter
Above all, we look for alignment. The right partnership is built on shared values, mutual respect, and a clear understanding of priorities and direction.
What Guides Our Work
Cascadia’s values reflect what we’ve learned through years of supporting businesses through ownership transitions where clarity, judgment, and restraint matter most. These principles guide how we partner, how we make decisions, and how we show up when the stakes are high.
Integrity
Partnership
No transition succeeds in isolation. Businesses move forward when owners, leadership teams, and investors are aligned. Lasting outcomes come from collaboration, not control. We take the time to listen, understand priorities, and move forward together.
Accountability
Partnership carries responsibility. Decisions made during a transition have lasting impact on the business, its people, and its future. We take ownership of our role and our decisions, following through on commitments and standing behind the outcomes they create.
Excellence
Trust
Excellence, applied consistently, earns trust over time. Confidence in a partnership comes from knowing leadership will be respected and commitments will be honoured. We build trust by preserving culture, supporting existing teams, and engaging thoughtfully without unnecessary disruption.
The People Behind Cascadia
Our Team
Cascadia is shaped by the people behind it and the way they approach responsibility. Our team brings experience across investing, strategy, and finance, but what defines us is how we work: with care, discipline, and respect for the people and businesses we partner with.
We believe strong outcomes come from listening carefully, acting thoughtfully, and taking responsibility for the impact of our decisions. Those principles guide how we support ownership transitions and how we show up for the teams who carry the business forward every day.
Jalal Jetha
Jalal brings over 20 years of experience across capital markets, corporate strategy, and mergers and acquisitions, with work spanning private and public markets across multiple industries. His background includes investment banking, financial analyst roles at publicly traded midstream companies, and advisory work at a Big Four firm.
That experience shapes how he approaches partnership today: with discipline, clarity, and respect for the businesses and people involved.
Firm strategy, acquisitions, portfolio oversight, and long-term relationship building with owners and investors.
Kacper Skora
Kacper brings experience across investment banking, private equity analysis, and corporate finance, with a focus on mid-market transactions and capital raising. Prior to Cascadia, he worked at a boutique investment bank, supporting deal structuring, valuation, and due diligence across multiple sectors.
His work is grounded in careful analysis and follow-through, supporting informed decision-making throughout the investment process.
Financial analysis, acquisitions, due diligence, market research, portfolio monitoring, and investor support.
Daniel Feng
Daniel is a finance-focused student with an entrepreneurial background and a strong interest in how businesses are built and supported. He co-founded Lect.ca, where he worked on budgeting, cash flow modeling, pricing analysis, and investment sourcing, while also contributing to product and user experience development.
He brings curiosity, care, and attention to detail to his work, supporting the team through research and analysis. Daniel will be entering Queen’s University’s Commerce program on a President’s Scholarship.
Research and analysis support, deal evaluation assistance, financial modeling exercises, and exposure to portfolio and reporting processes.
Benjamin Halimi
Benjamin brings early experience in investment research, deal support, and sourcing, with exposure to sell-side M&A and private investment analysis. He has worked with Integrus Partners and Cedar Oak Capital, supporting transactions and outreach efforts across healthcare and technology, media, and telecommunications sectors.
Benjamin brings curiosity, initiative, and a strong interest in cross-border deal activity, supporting Cascadia’s research and expansion efforts in the United States.
Deal sourcing support, market and industry research, due diligence assistance, and outreach related to U.S. expansion initiatives.
Cascadia is built for those who value clarity, responsibility, and long-term partnership.
Advisory Board
Frank Sur, LLB, JD
Frank is a senior corporate lawyer with extensive experience advising on public and private market transactions. He leads the Corporate National Practice Group at Gowling WLG (Canada) LLP, with a focus on corporate finance, mergers and acquisitions, securities law, and cross-border transactions.
He has advised domestic and international companies on financings, acquisitions, and divestitures, bringing valuable legal and transactional perspective to Cascadia.
Fauzia Lalani, P.Eng, MBA
Fauzia is an experienced executive and board leader with senior leadership roles across energy, telecommunications, and utilities. Her background includes leading joint ventures, commercial strategy, and M&A at organizations such as Suncor and TELUS, as well as serving as President and CEO of Fortis.
She brings operational insight and governance experience shaped by leadership roles in both corporate and community organizations.
Next Steps
If you’re considering an ownership transition or exploring a long-term partnership, we’re open to a clear, thoughtful discussion. We take the time to listen, understand priorities, and explore whether there’s a meaningful fit.
No pressure. No set timelines. Just a clear conversation about whether a partnership is the right fit.