Magnifying Value with "In the Trenches" Experience

Our team provides clients with a level of understanding and insider knowledge to optimize results. We focus only on sectors where we have deep networks and high levels of investment experience. Our sector expertise and institutional background unleash value by helping clients anticipate hurdles thereby increasing efficiency. M&A advisory with an edge.

Technology & Software

Technology & Software businesses have unique characteristics that make them highly valuable. Our team stays ahead of the shifting trends in the fast-paced industry, thriving on the opportunities created by disruptions and ongoing transformation. We have the agility and expertise to help you navigate this dynamic sector.

Application Software
Tech-Enabled Services
Vertical Software
Enterprise Software

Business Services

Outsourcing non-core functions to other service providers empowers businesses to focus, grow, and excel in their market by leveraging the expertise of others. Given the increasing need and ever accelerating pace of change within the business services industry, operators and investors must be able to quickly leverage M&A to compete. Our team’s extensive knowledge of the sector’s macro and micro trends create the foundation for the right transaction at the right time.

Mechanical Contractors
Power & Energy
Supply Chain

Recent Transactions

  • 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.

Flexing for the Journey

Businesses undergo constant transformation from startup to exit. We have the unique ability to flex in any direction to deliver the type of advisory needed in any situation. Our team provides guidance through every step of an engagement and is there for the entire journey. While engagements span various industries and sizes, our primary focus is efficient, flawless execution.



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.



Forwardthinking sell-side GovTech client partners with global leader in revenue enhancement and administration solutions for state and local governments to improve citizens’ experience through more efficient technology.

HC Nye

Sell-side transaction where unique market dynamics that dictated a limited process led to a mutually beneficial partnership, further strengthening both companies’ market-leading position.

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