People Oriented,

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.

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


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 Aercon in its Acquisition by Ambient Enterprises

    The acquisition of Aercon by Ambient Enterprises strengthens Ambient’s presence in the HVAC industry and provides Aercon with the operational support needed for continued growth.

  • Ascend Capital Group Spearheads Strategic Acquisition of RecDesk by Clubessential Holdings

    The acquisition of RecDesk by Clubessential Holdings broadens Clubessential Holdings’ presence in the parks and recreation management space and enhances its comprehensive software portfolio.

  • Ascend Capital Group Facilitates Havtech’s Strategic Acquisition of The Morin Companies

    The acquisition of the Morin Companies marks another milestone for Havtech, reinforcing its position as a leader in the North American market for heating, ventilation, and air conditioning systems.

  • Ascend Advises Judicial Innovations on its Acquisition by Avenu

    The integration of Judicial Innovations into Avenu’s offerings marks a significant enhancement of Avenu’s capabilities, positioning the company to better meet the evolving needs of government agencies.

  • Ascend Advises Kaseware in its Strategic Investment from the Riverside Company

    The investment enables Kaseware to continue delivering superior service to customers and strengthening the safety and security of communities and organizations across the globe.

  • Ascend Advises Fidelity Building Services Group on its Acquisition of Power of Clean Energy

    Ascend has now advised Fidelity BSG on nine acquisitions to support its technical, services, and geographic expansion strategy.

  • Ascend Advises Intelligenz in its Acquisition by Banyan Software

    This partnership allows Intelligenz to expand its product capabilities and customer base under Banyan’s guidance, increasing market share in the recreation and facilities management space.

  • Ascend Advises MCCi in its Acquisition of GovBuilt

    Together, MCCi and GovBuilt provide a robust, user-friendly technology offering to meet the ever-evolving needs of government agencies.

  • Ascend Advises GovCon Leader Mission1st in its Acquisition of Ardent

    Combining Mission1st’s success in the defense market with Ardent’s deep history in the civilian and homeland security markets into a powerhouse integrated solutions set to serve existing and future clients at the next level.

  • Ascend Advises DirectAthletics in its Acquisition by FloSports

    The transaction forms the largest and most comprehensive database of
    Track & Field videos, meet coverage, results, and rankings in North America.

  • Ascend Advises Mainline Information Systems
    on its Acquisition of Axcelinno

    The first strategic acquisition with Ascend as Mainline’s exclusive buy-side advisor bolsters
    the company’s ability to deliver cloud, IT automation, and DevSecOps solutions and expands its footprint into Asia.

  • Ascend Advises Fidelity Building Services Group on its Completion of Three Acquisitions in Three Months

    Ascend has assisted with a total of eight acquisitions that support Fidelity BSG’s strategy to expand its technical capabilities, services, and geographic footprint.

  • Ascend Advises Interware in its Acquisition by Avenu

    The combined platform highlights the importance of unifying solutions under one umbrella, allowing state and local governments to collect permitting & licensing, utilities, and tax revenue more efficiently.

  • Advises HC Nye in its Merger with Gil-Bar Book

    The merger will expand the companies’ efforts to provide modern HVAC systems and
    strategic solutions in an ever-changing and increasingly complex post-pandemic environment.

  • 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 &

Our News

Ascend Honored with Two Awards at the U.S.A Middle Market M&A Atlas Awards

June 28, 2024

In the News, Our News

The M&A Advisor Recognizes Two Ascend Capital Group Team Members as Emerging Leaders

June 21, 2024

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