Business Services

Ascend’s expertise in buy-side advisory has been evident from the start and was underscored as we worked on this first acquisition together. The team brings not only the analytical and programmatic rigor necessary for an efficient and effective strategy but also a focus on relationship building and the ability to think outside the transaction to the people behind it. Axcelinno was a valued relationship of ours before we even discussed a possible transaction. Ascend understood the complexities on both sides, helping us navigate the process and ultimately achieve the best outcome for all.

• Jeff Dobbelaere

• CEO at Mainline Information Systems

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

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

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

This deal hits on all objectives of our mandate to Ascend to help us identify the best of the best. Their understanding of our business, our vision, and the South Florida market allowed us to find the perfect partner to complement a previous acquisition, further expanding the Fidelity BSG experience in a key area.

• Dave Lanphar

• CEO/Partner at Fidelity BSG

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

It was a pleasure working with the Ascend team once again. They are hyper-focused on ensuring the best result for all involved, and their expertise and in-depth knowledge of the HVAC/mechanical space made the entire process a smooth and successful one. The team’s understanding of our business and where the market is going allowed us to identify another great partner to help achieve our strategic goals.

• Dave Lanphar

• CEO/Partner at Fidelity BSG

Special thanks to the Ascend team for advising us in what will be our second closed transaction together in the past four months. We engaged Ascend based on their expertise in the HVAC/mechanical sector and their ability to drive a sophisticated, efficient process. Their commitment to our transaction objectives helped drive a successful transaction for us.

• Dave Lanphar

• CEO/Partner at Fidelity BSG

Ascend’s expertise and relationships within the space along with their tailored approach to our unique needs has been a winning combination. Part of our growth strategy is aimed at expanding our technical capabilities and SmartBT does just that and more. We look forward to working with them on future acquisitions as we continue to serve our customer base with cutting-edge technology, expanding capabilities, and broader geographic reach.

• 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