Simplifying Complexity, Driving Opportunity

The complexity of M&A can be overwhelming and take time away from what is most important…running your business. We give that time back by helping companies and institutional investors navigate the challenges and opportunities of various engagements. Our team’s disciplined, competitive processes combined with a data-driven, sophisticated approach positions clients for exceptional outcomes.

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.

Buy-Side

Platform, add-on, and roll-up strategies or PEGs, strategics, and sponsor-backed companies

Sell-Side

Minority, majority, and full sale transaction types for companies, founders, and financial sponsors

Sophisticated Execution Meets Singular Attention

We provide high-touch, tailored, senior-level attention working as an extension of a client’s team. Our goal is to bring additional bench strength and an unparalleled level of support from bankers that have real “in the trenches” experience. Expertise grounded in best practice but tailored to a client’s unique needs.

What We Provide. Growth through acquisition. Whether the focus is on specific one-off acquisition targets within a sub-vertical, or a more comprehensive buy-side program, we execute on a variety of strategies with the intent of driving and achieving scale.

  • Platform
  • Add-on
  • Roll-up

Who We Work With. Our value is measured by the success of our clients and their stakeholders. We work with different types of groups from private equity firms to ambitious owner-managed businesses. Our “putting people first” philosophy, sincere interest in creating win-win partnerships, and persistency help us develop relationships that produce results.

  • Private Equity Groups
  • Strategics (Private or Public)
  • Sponsor-Backed Companies

What We Deliver. Leading you to the smartest deal. Our team leverages our extensive network and sector expertise to identify and then qualify potential targets to find the right deal based on your unique goals. We bring the insight, experience, and credibility needed to unlock difficult and highly competitive acquisition opportunities.

  • Data-Driven Approach
  • Value Propositions that Excite
  • Bandwidth & Execution Assistance
  • Proprietary Opportunities
  • The Smartest Deal

What We Provide. No two deals are alike. We are focused on helping our clients navigate the complexities of various transaction types to realize true value and achieve desired outcomes. Whether looking for a full exit or liquidity with the ability to participate in future growth, we assist in identifying and executing the transaction that makes sense for you.

  • Full Sale
  • Majority Recapitalization
  • Minority Recapitalization

Who We Partner With. Partnering with authenticity and respect for extraordinary results. We work with a wide range of clients with varying needs within the Technology & Software and Business Services sectors. Our experience spans both sides of the M&A transaction table allowing for a unique perspective when advising clients.

  • Companies
  • Founders
  • Financial Sponsors

What We Deliver. Selecting a buyer is as much an art as it is a science. We are able to bring all types of buyers to the table and more importantly, know who to approach and how to develop them based on our client’s objectives. Through the process, we will guide you through the complexities of selling your business to select the best partner.

  • Private Equity Group
  • Venture Capital Fund
  • Strategic Buyer (Private or Public)
  • Hedge Fund
  • Family Office
  • Private Capital

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.

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