where tomorrow takes flight

We connect you and your family with our Cache River Investment family and enable your traditions to flourish. Our ecosystem enables all legacy options regarding continuity, contingency, succession, mergers and acquisitions.

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OUR APPROACH

Family to Family

We connect with you at watershed moments in your journey to protect your business, embrace future growth and prepare for opportunities.

WATERSHED MOMENTS

STREAMING STEWARDSHIP

We mentor you to envision a future where stewardship secures your legacy and grows it into an integrated success story.
We clearly see the possibilities and pitfalls of the future. We design custom plans to benefit your clients, employees and partners.

CLARITY
OF COURSE

COMMAND
OF THE CURRENT

You enjoy transition flexibility and emeritus options - giving business owners and entrepreneurs control over what is important to their succession.

WHY CACHE RIVER

Flexibility, Durability and Growth

We’re not bound by big platform rules or private equity cover and flip strategies. We’ve been here nearly three decades as a family-owned independent RIA with the next generation already in place. We offer proven strategies, an experienced team and technology to make them happen.

We approach each firm and each opportunity with a fresh set of eyes and work side by side with you to develop a growth strategy that will maximize your firm’s value and most importantly, take care of your clients.

BIRD'S EYE VIEW

Why we see things differently.

ENTREPRENEURIAL
MINDSET

CONNECTING PEOPLE, PROCESS AND TECHNOLOGY

INTEGRATED
ECOSYSTEMS

PERSONALIZED SOLUTIONS

for a unique partner

We specialize in mergers and acquisitions (M&A), growing your business, succession planning, contingency plans, and buy-sell agreements. With decades of experience, Cache River Investments has developed and refined a process that engages all key business options regarding continuity.

  • Contingency Plans 
  • Growing Your Business
  • Succession Planning
  • Buy-Sell Agreements
  • Mergers and Acquisitions
  • Acquisition Partners

YOUR PARTNERS FOR GROWTH

We value entrepreneurs because we are one.

Our experienced and seasoned team at Cache River Investments embraces you as an  entrepreneur – your spirit and mindset – because we ourselves are entrepreneurs.   We value your brand and what you have built.  After we invest, your brand will continue to exist and grow. 

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