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BUSINESS OWNERS can expect

A partnership, not just a transaction − We build longstanding relationships with business owners, not cold calling centers. We want to know you and your business and will take the time to understand both.

Flexible investment structures − We tailor each investment to fit your unique needs, timelines, and goals.

Knowledgeable investment partners − Cypress’ investment partners have built their wealth in founder-led businesses, bringing valuable knowledge, connections and expertise alongside us

Deep industry expertise − With decades of experience as both advisors and operators, we bring valuable insights and hands-on knowledge to every investment.

A commitment to culture and community − We respect the regional dynamics and company culture that drive long-term success, ensuring continuity and sustainable growth.

INVESTMENT PARTNERS can expect

A genuine partnership, not a limited partnership − We are committed to our investor base and seek to curate a personal relationship with our partners, allowing for transparent communication and streamlined transactions.

Insight and influence − We value and respect our investors’ experience and network, ensuring their voice is heard across key investment and operating decisions. In this spirit, our information sharing extends well beyond quarterly updates.

Favorable and fair investment terms − We work to offer favorable economics to our investment base, tailoring each set of terms to the specific investment to ensure a lucrative and successful transaction for all parties.

Access to advisory capabilities − Our relationship with you expands beyond an investment opportunity. We aim to be a trusted advisory across all your firm’s initiatives and will support this with our advisory services.

Targeted industry expertise − We only pursue investments where we have a competitive edge.

CORPORATE ADVISORY CLIENTS can expect

Trust and transparency Placing your business in our hands is a trusting endeavor which we do not take lightly. We recognize the dedication and sacrifice behind your success and work tirelessly toward a favorable outcome − Yet we will not compromise transparency in the process and always seek to provide direct guidance and feedback.

Industry experience and relationships − With decades of experience, we navigate the complexities of your market and leverage our network to connect with the right counterparties and investment partners.

Meticulous approach and process management − Transactions are won or lost at the starting line. From day one, we collaborate closely with management to curate a compelling vision for your business and proactively address challenges.

Commitment to value creation and long-term success − Our goal is to maximize value without compromising the business or its culture. We hold this in the highest regard and run a process with integrity at every stage.

© 2025 Cypress Capital Group, LLC

Securities offered through Cascadia Capital, LLC, member FINRA/SIPC

Cypress Capital Group, LLC and Cascadia Capital, LLC are independent entities

Certain individuals of Cypress Capital Group, LLC are licensed securities agents registered with Cascadia Capital, LLC

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