Cascadia Capital is an independent investment bank serving entrepreneurs, family-owned businesses, and private equity sponsors in the middle market. The firm provides M&A, capital raising, and strategic advisory services across key industry verticals including Business Services, Consumer, Food, Beverage & Agribusiness, Industrials, and Technology. Founded in 1999, Cascadia partners with clients to navigate critical strategic decisions, drive growth, and deliver exceptional outcomes.
We are industry specialists that simplify complex issues. We believe in the potential of your business, and help you achieve your growth and liquidity goals.
We began as John Hancock Financial Network–Hawaii Financial Partners, providing Hawaii families the financial services needed to grow. Upon merging with San Francisco Bay Area and LA/Southern California offices, the newly formed Pacific Financial Partners (PFP) continues to expand, with over 50 independently associated advisors. PFP's mission is to keep clients first by offering a range of financial solutions to a diverse clientele. "Our firm is dedicated to building long-term client relationships, which we know must be earned each and every day,” says CEO/Managing Partner Luiz Boscardin. “It is our lifelong commitment to achieve client service excellence.” We value professionalism, hard work, dedication, loyalty, integrity, and sincerity to each, and every client that comes to us for assistance; you are sure to get the best experience with all your financial planning needs. Whether you are planning for the now, the future or a loved one, we have you covered. Our team knows how to navigate the constantly transforming world of investing with their up-to-date knowledge, and we are sure to match you with your ideal financial advisor to suit your individual needs. With Pacific Financial Partners, when it comes to your financial needs, the sky is the limit!
We are licensed to sell Insurance Products in most states. We are registered to sell Securities in most states. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA (www.finra.org)/ SIPC (www.sipc.org). Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.
For full disclosures, please visit our website - https://www.pacificfinancialpartners.com/
Harbor Capital is a Texas-based real estate investment firm focused exclusively on industrial assets. Since its launch in 2021, the firm has completed over $555 million in transaction volume, delivering institutional-quality execution with the speed and focus of a nimble team. Harbor operates with a disciplined, cycle-tested investment philosophy, prioritizing downside protection, durable capital structures, and investor transparency.
All Harbor assets are located in Texas, an intentional focus that allows the firm to go deep where others go wide. Harbor occupies the space between local operators and large institutional platforms: nimble enough to move quickly, experienced enough to handle complexity, and committed to building a platform that endures.