Cascadia Capital, an investment bank serving middle market clients globally, promoted Kerri Hagen to managing director within the firm’s financial sponsors group.
Hagen works closely with Cascadia’s industry and product teams to support the firm’s growing base of financial sponsor clients, connecting private equity firms and other institutional investors with differentiated middle-market deal flow and advisory capabilities across M&A, capital markets and strategic growth initiatives.
“Kerri has been an exceptional contributor to Cascadia since joining the firm, and this promotion reflects both the impact she has had on our platform and the trust she has built across the private equity community,” Scott Ames, head of financial sponsors at Cascadia Capital, said. “Our private equity relationships and transaction activity have grown meaningfully in recent years, and Kerri has been a key part of that growth — bringing strong sponsor-side perspective, exceptional market connectivity and a highly collaborative approach with our banking teams.”
Hagen joined Cascadia from Gemspring Capital, a middle market private equity firm, where she served as director of business development and was responsible for sourcing new investments and leading the firm’s business development and investment banking relationships. Prior to Gemspring, she was a senior business development consultant at Axial, where she supported deal sourcing and M&A activity for middle-market private equity firms, family offices and lenders. Earlier in her career, she served as vice president, equity sales at The Buckingham Research Group and held roles supporting research, sales and trading functions at IHS Markit (formerly Ipreo, a portfolio company of Blackstone and Goldman Sachs).
Hagen has sourced and evaluated hundreds of investment opportunities across a wide range of sectors and brings a differentiated perspective shaped by experience across private equity, public equity, fixed income and M&A and financing advisory. She received a B.A. in Communications, summa cum laude, from the University of Michigan and currently serves on ACG New York’s Women of Leadership Committee.
“The pace of activity across the middle market and within the private equity community is incredibly strong, and Cascadia is uniquely positioned to support sponsors through that momentum,” Hagen said. “I’m excited to continue working with our clients and our banking teams to help identify compelling opportunities and deliver thoughtful, high-quality advice in an increasingly dynamic environment.”
Michael Butler, chairman and CEO of Cascadia, said, “Kerri’s promotion is a reflection of the strength of our people and the momentum of our platform. She exemplifies the kind of relationship-driven, client-focused leadership that defines Cascadia, and we are thrilled to see her step into this expanded role.”
