Our Services
Cascata Group provides strategic financial leadership, capital advisory, and transaction execution support to help businesses navigate complex decisions and achieve meaningful outcomes.
Strategic Financial Leadership
Embedded financial leadership and strategic support for business owners and executive teams navigating growth, capital decisions, and operational complexity.
Financing & Refinancing Execution
Support through the full lifecycle of debt placement and refinancing processes, from strategy through closing.
Capital Stack Structuring & Equity Raises
Design and execution support for debt and equity capitalization strategies.
Transaction & Investment Support
Financial and strategic support for acquisitions, development projects, recapitalizations, and other significant business investments.
"Cascata Group brings a rare combination of financial rigor and practical execution. Their support across feasibility, underwriting, and financial modeling gave us the confidence to move forward on complex projects."
Landon Hattan
Creswell HLGS, LLC
What types of transactions and situations do you typically support?
Our work centers around capital events and strategic initiatives where structure and execution meaningfully affect results. Common engagements include: Debt placement and refinancing Equity raises and capital formation Capital stack structuring Acquisition and development underwriting Joint venture and partnership structuring Transaction coordination through closing Investor and lender negotiations Early-stage and growth financing initiatives, including institutional and Series A preparation We work across real estate development, privately held businesses, growth-stage companies, and investment groups. The common thread is a defined financial decision or capital event requiring experienced leadership and execution support.
How are engagements typically structured?
Engagements are tailored to the situation, the organization, and the expected pipeline of work. Most engagements fall into one of two general structures: Strategic Partnership Ongoing support providing embedded financial and capital leadership alongside ownership teams during periods of active growth, financing, or transition. These engagements are typically structured as monthly arrangements scaled to involvement and intensity. Transaction Engagement Defined scope support around a specific initiative, financing, or transaction, from structuring through closing. These engagements are scoped upfront with clear deliverables and timelines. Compensation structures may include retainers, fixed fees, milestone-based arrangements, or transaction-based components depending on the nature of the work. Terms remain flexible to fit the situation.
What does an engagement typically cost?
Each engagement is custom scoped based on complexity, level of involvement, and expected duration. Ongoing partnerships are commonly structured as monthly retainers, while transaction engagements may be fixed fee or milestone based. Because every capital situation is different, pricing is discussed after an initial conversation and outlined clearly in a proposal so expectations are aligned from the start.
Do you only work with real estate developers?
No. Real estate development is a core area of experience, but Cascata Group works with founders, sponsors, investors, and operating companies across industries when they are navigating meaningful financial decisions or capital initiatives. This includes privately held businesses, growth-stage companies preparing for financing or investment, investment groups, and organizations entering periods of acquisition, recapitalization, or expansion. Many engagements begin around a specific initiative and may also involve elements of financial leadership, modeling, reporting, or decision support as needed to move the work forward successfully.
