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Ascend, an Investment Banking, Business Broker and Merger & Acquisition Firm has specialized in business sales and value build advisory for privately held companies for over 30 years. We work primarily with companies whose sales or valuation ranges between $5 million to $100+ million.

We specialize in selling Technology (SaaS, IT, software, ecommerce and other technology enabled businesses), Recurring Revenue Companies, Industrial, Manufacturing, Distribution, Logistic’s, Franchisor’s, Business Services, and other profitable and mature companies.

Business Broker Credentials


  • Over $2 billion in Business Broker/M&A transactions
  • Over 200 M&A and Financial Advisory Engagements with businesses between $2M and $500M in revenues
  • Over 35 years of M&A experience
  • Series 79 & 63 Investment Banking licenses
  • Over 25 years of CPA experience
  • Valuation Specialists for over 10 years
  • Management has over 75 years of professional experience

Selected Successful Engagements


  • creditreport.com
  • Velcon
  • Micro Dental Laboratories
  • SMF Systems Corporation
  • Premier Sports Marketing
  • Cold Stone Creamery

Most Recent Engagements


  • Sold Exym a Healthcare SaaS to a Technology Private Equity.
  • Sold EcoInteractive a Government SaaS to a Technology Private Equity.
  • Sold CVPS a Hospitality Technology-SaaS Company to a $2 Billion Japanese Strategic Buyer.
  • Sold CT a Performance Materials Company to a $17 Billion European Strategic Buyer.
  • In LOI with a Logistics Company and a Large Strategic.
  • Value build on a $5 million EBITDA Payment Processor.
  • Value Build on a large Commercial Recycling Company.
  • Also in-process with two Mission Critical Infrastructure Service Companies, a Healthcare Services Company and a Logistics SaaS Company.