Simplifying Complexity, Driving Opportunity

The combination of Ascend’s understanding of our investment strategy, expertise in our sector, and ability to articulate our value proposition is incredibly powerful. The Ascend team continues to represent us well, finding the right strategic opportunities that fit our mandate and culture. They have been instrumental in our corporate development strategy and helping position us for strong growth ahead.

• John Wissel

• Chief Corporate Development Officer at Fidelity BSG

DJ and the Ascend team spent endless hours with our family prior to launching a transaction to understand our collective and individual objectives. They were knowledgeable and responsive, helping us not just maximize value but find a partner we could feel truly good about taking on our family’s legacy and providing our employees, customers, and products new opportunities to flourish and thrive.

• Sandy Rowe

• President & CEO at Interware

The Ascend team impressed me early on with their eagerness to negotiate the deal terms most important to us and create transparency through a data-driven approach. My appreciation only grew as they navigated us through the complexities of the transaction, ensuring we were well-represented throughout the process.

• Buck Nye

• President at HC Nye

I will forever be thankful to the team at Ascend. Their guidance was invaluable to us as they simplified complex situations and fiercely focused on what meant the most to us—ensuring our employees were taken care of. Our relationship went beyond the transaction to building trusting relationships and friendships that will stand the test of time.

• Bruce Toogood

• CEO at Book King

Going through the M&A process requires trust and someone that walks alongside you to help navigate the complexities. Working with Ascend made the experience less overwhelming as they provided guidance on all of the areas that I didn't have any clue about, while pushing our team to keep up the pace to the very end.

• Daniel Clemens

• Founder & CEO at ShadowDragon

Ascend demonstrated extraordinary patience and persistence in helping us find the right partner for Capital Seaboard. The Ascend team advised us through negotiations with numerous interested buyers that had varying deal structures, never pushing us to settle until we found the perfect partner that met our team’s objectives. They were fully committed, providing valuable strategic guidance through a major shift in the company’s focus and through a global pandemic that heavily impacted our industry. Without the support and integrity Ascend provided, we would not have received the maximum value and fit we ultimately were able to achieve.

• Capital Seaboard’s Shareholders

• Capital Seaboard

Ascend was an incredibly valuable partner to our team throughout the sale process. They are a relationship-focused team and never lost sight of the bigger picture. Their extensive insight and knowledge around positioning and buyers, and their disciplined approach to negotiations helped us achieve a great outcome for everyone.

• Paul Farrell

• Chief Executive Officer at Nehemiah Security

We wanted to be confident that we were doing the right thing for our business, our clients, and most importantly, our people. Ascend’s people-first philosophy was the perfect fit for us. They not only understood how to position us in the market to ensure an exceptional outcome, but also that the number one priority was finding a partner who respected and valued our team.

• Eric Grant

• President & CEO at Municode

Ascend has advised Fidelity BSG on four key transactions including System Contractors, Smart Building Technologies, Metro Mechanical, and most recently, AIR Technologies. The strong partnership and strategic alignment we’ve created over the past year has allowed Ascend to work as a true extension of the Fidelity BSG team. They have been excellent colleagues and instrumental in achieving our strategic and operational objectives.

• Dave Lanphar

• CEO/Partner at Fidelity BSG

As we pursue opportunities for growth, we are committed to fostering and protecting the core values we’ve worked to establish over the lifetime of our business. The Ascend team not only ran highly efficient, transparent, and effective processes, they also respected our desire to find partners that had cultural alignment and overlapping missions. We feel fortunate to work with such a thorough and talented team of advisors that understand the intricacies of the HVAC/mechanical space.

• Joe Roetering

• President at Havtech