Testimonials

The combination of market demand for cyber solutions and dry powder has maintained a strong environment for cyber.

DJ Palmer

DJ exemplifies our core values and our commitment to creating a new paradigm in M&A for the benefit of our people, our clients, and our business partners. He is a skilled leader, an honorable banker, and a selfless friend.

Eric Parekh

Ascend offers a unique experience for college and MBA students looking to enter the world of M&A. Summer analysts and associates can expect a fast-paced, demanding work environment. One that offers the chance to learn and grow professionally with meaningful, frontline work with our clients.

DJ Palmer

Whether you are ahead of the curve or not, the time is now to focus on growth and integrated strategy to reap the reward of expanded valuations.

Eric Parekh

We kept the tradition of honoring outstanding firms, deals, and dealmakers from the lower- and middle-market transactional communities. The winners exemplify excellence for executing transactions during very competitive deal activity of the past year.

Shanta Kumari

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

Your influence is determined by how abundantly you place other people’s interests first.

Bob Burg

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. I can’t say enough good things about the Ascend team. They are precise, competent, strive for excellence, and root their business in principles that foster trust through the entire process. Most importantly, they helped us find a great partner and a great outcome.

Daniel Clemens

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

[ShadowDragon has] some massive opportunities, things in their pipeline that are north of [USD] 25 million of ARR on individual opportunities.

Eric Parekh

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

Company owners addressing smaller municipality challenges with straightforward, simple and affordable technology will have opportunities they have never seen before — capital to grow and/or partner with larger platforms needing specific, integrable solutions.

DJ Palmer

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

We founded Ascend with the vision of creating a new paradigm in M&A. One that humanizes investment banking and places a high value on leading with integrity, maintaining good relationships, and simply doing the right thing…all while driving value with a sophisticated, data-driven approach.

Eric Parekh

We founded Ascend with a vision to change how M&A advisory services are delivered. DJ exemplifies our core values and people first philosophy. His promotion demonstrates our commitment to creating a new paradigm in M&A for the benefit of our people, our clients, and our business partners.

Eric Parekh

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

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

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

1 2 3 4