Through uncertain and ever-changing terrain, Ascend Strategic Partners, LLC (Ascend) helps business owners realize their financial goals. Whether strategically adding value to your company pre-sale or expertly negotiating your entire transaction, we stand with you every step of the way. We think creatively to define and execute a custom-tailored plan that drives excellence in results. At Ascend we believe giving partner-level time and attention to each client we serve is paramount to accomplishing your goals. We navigate each engagement to achieve results that amplify your most valuable assets, time and wealth.
We at Ascend have provided merger & acquisition, value build, business valuation and strategic advisory for over 30 years. Specifically tailored to meet our client’s individual goals, our extensive operational, accounting and M&A transaction experience can impact your company’s value, as well as the success of the overall transaction process. Our reputation is built on providing our clients with results. We take great pride in our ability to help make your dreams a reality.
Sell Side M&A
Value Build Advisory
$7 billion+ value in closed transactions
100+ investment banking/business broker transactions
Over 500 M&A and financial advisory engagements with businesses between $2 million and $500 million in revenues
100+ years of combined Investment banking/business brokerage experience. We also hold our series 79 & 63 FINRA licenses.
75+ years of combined CPA experience, most notably with Mike Friar who served as Managing Partner at top Bay Area firm Friar, Harper & Arendt.
50+ years combined operational experience
“WEALTH IS THE ABILITY TO FULLY EXPERIENCE LIFE”
-Henry David Thoreau