People Oriented,
Data-Driven

At Ascend, we think outside the transaction to the people behind it, providing buy-side and sell-side advisory services to high-growth companies and institutional investors in the middle market. Be it clients, employees, or prospects, our team believes in humanizing investment banking and the engagement process. We place a high value on operating with integrity, maintaining good relationships, and simply doing the right thing…all while driving value with a sophisticated, data-driven approach.

Learn More

Buy-Side

Our tailored, data-driven approach uncovers the smartest deals with the most favorable terms.

Sell-Side

We leverage our first-hand knowledge as buyers and rigorous process execution to maximize value.

The Ascend Way

Putting People First
Putting People First

Humanizing investment banking and the engagement process

Simplifying Complexity
Simplifying Complexity

Achieving simplicity amid complexity with a sophisticated approach

Flexing for the Journey
Flexing for the Journey

Pivoting to provide the type of advisory needed at a moment’s notice

Committing to Singular Attention
Committing to Singular Attention

Promising expertise grounded in best practices but tailored to a client’s unique needs

Partnering with Authenticity & Respect
Partnering with Authenticity & Respect

Creating an environment where ideas to come to life, people thrive, and success flourishes

Providing “In The Trenches”  Experience
Providing “In The Trenches” Experience

Unleashing value with institutional knowledge and expertise

Recent Transactions

  • Ascend Advises Book King in its Acquisition by Univerus

    The addition of Book King will serve as a springboard for development activity and bring improved recreation management products to customers throughout North America.

  • Ascend Advises Capital Seaboard in its Acquisition by The Chefs’ Warehouse

    The acquisition comes as the demand for specialty distribution providers’ products, expertise, and relationships continues to rise.

  • Ascend Advises ShadowDragon in its Strategic Investment by Sverica

    The partnership will allow ShadowDragon to extend its impact as increased sophistication of cyber-attacks heightens demand.

  • Ascend Advises Fidelity Building Services Group on its Acquisition of AIR Technologies

    AIR Technologies is the 13th organization to join the Fidelity BSG portfolio and the first in the Oklahoma region to become part of the national brand.

  • Ascend Advises Municode in its Acquisition by CivicPlus

    The deal highlights Ascend’s expertise in the highly active GovTech market and brings together two strong companies within the space.

  • Ascend Advises Fidelity Building Services Group on its Acquisition of South Florida Controls

    Ascend has closed five acquisitions that support Fidelity BSG’s strategy to expand its services and geographic footprint.

  • Ascend Advises Nehemiah Security in its Acquisition by ThreatConnect

    Addition of Cyber Risk Quantification pioneer creates the world’s only cybersecurity platform aligning the entire security lifecycle to the goal of reducing risk.

  • Ascend Advises Fidelity Building Services Group on its Acquisition of Metro Mechanical

    Latest acquisition strengthens Fidelity BSG’s presence in the Gulf region and demonstrates continued progress with the company’s strategic multi-regional growth plan.

  • Ascend Advises Fidelity Building Services Group on its Acquisition of Systems Contractors

    This is the 2nd acquisition Ascend has sourced for Fidelity in the past four months.

  • Ascend Advises Havtech on its Strategic Alliance with Two Virginia-based HVAC Companies

    The alliance accelerates Havtech’s vision and the three companies’ shared strategy to expand service offerings to meet growing consumer demand.

  • Ascend Advises Fidelity Building Services Group on its Acquisition of Smart Building Technologies

    Strategic acquisition bolsters Fidelity BSG’s building automation capabilities and furthers its position within the commercial and industrial facilities market.

News &
Insights

In the News, Our News

DJ Palmer Recognized by The M&A Advisor as a 2022 Emerging Leader

June 29, 2022

In the News, Insights

Ascend Featured in achrnews.com—Why Owning the HVAC Workflow is Driving Record Valuations

May 23, 2022

Drop Us a Line

Fill out the form below and let’s connect.
  • Company
  • Email
  • Message