Testimonials

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

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

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

Each KPI is a unique value lever, providing a different lens into the connection between units of input and output. More importantly, they inform how a business has performed and where its potential lies to give enhanced clarity to SaaS company valuations.

DJ Palmer

With the second half of 2020 seeing improved market conditions, favorable vaccination
news, positive investor sentiment, and record levels of dry powder, Q2 2021 will continue to
build momentum on a hopefully very prosperous year.

Firmex

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

Churn is usually an issue with product, pricing or customer success. For subscription services such as software or e-commerce, customer success is often the culprit. Businesses should have a roadmap that carries a customer from onboarding and implementation to their first success using the product. Regular touch points beyond that first success are critical to retention and customer stickiness.

DJ Palmer

What appears to be a benign seller’s market could flip very rapidly—and unexpectedly—to a buyer’s market in the fourth quarter of 2021, leaving business owners with tough choices to make.

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