Ascend, an Investment Banking, Business Broker and Merger & Acquisition Firm specialized in business sales and value build advisory for privately held companies for over 20 years. Our sweet spot lies with companies whose sales range between $3 million to $100+ million. Our ability to understand your business in order to find the right buyer, understanding the psychology of all the players to maximize deal terms negotiations, and our financial sophistication to fully manage you through the due diligence process all existing within the utmost confines of confidentiality, are the cornerstones of our practice.

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
  • Federally registered with 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


  • A healthcare SaaS sold to a technology private equity.
  • A commercial and industrial water pump company sold to a private equity group.
  • A performance materials company sold to an international strategic corporation.
  • A fitness franchisor sold to a strategic investor coming out of a similar industry.
  • We also represent a government SaaS company and a hospitality technology-SaaS company which are currently under sales contracts.
  • Additionally, we represent an ecommerce company, a recycling company and a mechanical services company in the marketplace.

Securities transactions are conducted through StillPoint Capital, Member FINRA/SIPC, Tampa, FL. Certain members of Ascend Strategic Partners, LLC are Registered Representatives of the broker dealer StillPoint Capital, LLC. Ascend Strategic Partners, LLC and StillPoint Capital, LLC are not affiliated entities.