Ascend Successful Transactions

Shown below is a sampling of Ascend’s successful transactions:

Consumer Product Manufacturer was sold for $100,000,000		Dental Manufacturer was sold for $65,000,000
15-Year Relationship Corporate Structural Reorganization Procured Senior Financing for Growth Value Optimization Consulting Investment Banking The Ascend Difference: Negotiated a sale price of $17.5 million higher than client expected, due to advantageous tax structure, ability to negotiate an above-market price, and understanding the synergy between client and buyer.		6-Year Relationship Tax Structuring Building of Management Team Investment Banking The Ascend Difference: Negotiated sale price of $10 million higher than next closest offer due to our market knowledge and ability to find a buyer able to leverage market position.

IT Services was sold for $42,000,000		Chemical Manufacturer sold a division for $100,000,000
3-Year Relationship Procured Senior Financing for Growth Tax Structuring Investment Banking The Ascend Difference: Sold pre-profit company based entirely on proforma projections, using valuation techniques that were extremely creative but realistic. Both seller and buyer wanted transaction to be brought to fruition quickly and were thrilled with results.		5-Year Relationship Investment Banking The Ascend Difference: Intimate knowledge of market and thorough understanding of client and industry enabled us to exceed client sale price expectations by $20 million.

IT Services Company recapitalization and sale $50,000,000 & $90,000,000		Aviation Component Manufacturer was sold for $40,000,000
7-Year Relationship Strategic Positioning Value Optimization Consulting Tax Structuring Investment Banking The Ascend Difference: Provided owner with two separate liquidity events by selling 49% initially, followed by selling the remaining 51% several years later.		8-Year Relationship Value Optimization Consulting Tax Structuring Investment Banking The Ascend Difference: Worked closely with client on strategic plans, new products and services, and cost reduction through elimination of inefficient assets. Increased valuation by $15 million over three-year pre-sale period.

Real Estate Developer estate and succession planning $25,000,000		Advertising Company was sold for $28,000,000
15-Year Relationship Estate & Succession Planning Tax Structuring The Ascend Difference: Estate and tax planning allowed family to parlay $10 million in tax savings into $25 million in real estate assets.		6-Year Relationship Tax Structuring Procured Senior Financing for Growth Investment Banking The Ascend Difference: Favorable tax structure for both buyer and seller, along with raport built with buyer, resulted in an additional $2 million over original sale price.

Telecom Company was sold for $25,000,000		Defense Contractor was sold for $20,000,000
3-Year Relationship Strategic Planning Tax Structuring Investment Banking The Ascend Difference: Facilitation of rapid transaction allowed company to be sold at peak value. A delay of one year would have cost ownership $20 million in value.		2-Year Relationship Strategic Planning Tax Structuring Value Optimization Consulting Investment Banking The Ascend Difference: Initially brought in to sell company on a transaction basis. Convinced owners to delay sale and worked with them to build value, resulting in incremental $14 million in sale proceeds.

Semiconductor Manufacturer was sold for $16,000,000		Advertising Company was sold for $10,000,000
3-Year Relationship Tax Structuring Investment Banking The Ascend Difference: Tax structuring and assistance with pre-deal due diligence allowed shareholders to receive additional $3 million in sales proceeds by eliminating several issues that could have prevented deal from being consummated.		2-Year Relationship Tax Structuring Value Optimization Consulting Investment Banking The Ascend Difference: Our industry knowledge and passion for client enabled us to find perfect buyer, enamored with company and management team, resulted in 25% increase in sales price.

Security Product Manufacturer was sold for $10,000,000		Computer Manufacturer was sold for $8,000,000
4-Year Relationship Strategic Planning Tax Structuring Investment Banking The Ascend Difference: Convinced client to delay liquidation, due to low inherent value. Eighteen months later, company received ten times original liquidation proceeds ($10 million instead of $1 million).		4-Year Relationship Estate & Succession Planning Tax Structuring Investment Banking The Ascend Difference: Implemented creative tax planning utilizing family trusts to realize significant short- and long-term tax savings.