About Us

Cascade Capital Group specializes in financial and operational restructuring, investment banking, and strategic advisory. We partner with businesses, investors, and lenders to assess challenges, develop practical solutions, and execute with precision.

For distressed companies, we excel in restructurings, recapitalizations, tax strategy, and bankruptcy proceedings, with as extensive track record of preserving businesses and jobs. For growing companies, we provide capital formation, M&A, and strategic partnership services. Additionally, our expertise in fraud investigations and forensic accounting enables us to uncover financial irregularities, mitigate risks, and safeguard stakeholders' interests.

We are known for partnering with clients and stakeholders with empathy and objectivity, developing fearless insights, and delivering trusted results. Our experienced team ensures a cost-effective balance of expert advisory and cutting-edge financial analysis to drive informed decisions.

43

Years of Experience

+$18B

Corporate Debt Restructuring

+$500M

Equity Raised

+$800M

Fraud Related Projects

Our Team

Mark Calvert

Managing Director

CPA, CTP, CIRA, CFE, CPI

Mark Calvert, is a seasoned financial executive with over 40 years of experience in operational leadership, financial restructuring, strategic planning, and turnaround management. He has served as a court-appointed trustee and receiver in numerous Chapter 11 and state receivership cases, where he has successfully led complex restructurings, raised over $500 million in equity, and restructured more than $10 billion in debt. Mark’s career spans roles in public accounting, private enterprise, and investment banking, including senior positions at Ernst & Young, Captura Software, and Onvia.com.

Recognized for his hands-on approach and ability to navigate high-stakes financial challenges, Mark brings deep expertise in forensic accounting, valuation, restructuring, and operational transformation. He excels in developing and implementing strategic business plans, building complex financial models, and working closely with all stakeholders (e.g., investors, debtors, creditors) to improve performance and maximize value. His credentials and practical experience make him a trusted advisor in distressed and high-growth environments alike.

Lori Simpson

Real Estate & Fraud Investigations

With over 35 years in real estate and land development, Lori specializes in complex financing, workouts, entitlements, and syndications. For the past 15 years, she’s consulted with Cascade Capital on real estate workouts and fraud investigations. Notably, she was instrumental in exposing the Meridian Funds Ponzi scheme, leading investor recovery efforts and managing real estate liquidation with sharp financial insight.

Lisa Bunday

Accounting & Restructuring

Lisa Bunday is a financial and operations consultant with 25+ years of experience in accounting, finance, and strategy. As a seasoned fractional CFO, she strengthens financial practices, improves controls, and drives strategic growth and restructuring. At Cascade Capital, she helps companies stabilize operations, optimize capital, and achieve long-term viability through clear, actionable plans.

Andrew Bargenda

Accounting, Financial Modeling, & Valuations

CPA, CMA

Andrew Bargenda is a consultant at Cascade Capital, specializing in market analysis, financial modeling, and valuation. With a background in accounting, financial planning, supply chain, and private equity, he brings a data-driven approach to turnaround and growth strategies.

Gary Scoggins

Business Strategy, Market Development, & Valuations

Gary Scoggins is a seasoned executive with expertise in business strategy, market development, and valuations, particularly in emerging technologies. As Chairman and CEO of EUSHI and co-founder of Decision Sciences, he’s helped bring disruptive technologies to market. At Cascade Capital, he assesses new markets, scale potential, and investment readiness, leveraging deep commercialization experience and a strong investor network.

Geographies Served