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


  • Sold Healthcare SaaS to a Technology Private Equity.
  • Sold Government SaaS to a Technology Private Equity.
  • Sold Hospitality Technology-SaaS Company to a $2 Billion International Strategic Buyer.
  • Sold Performance Materials Company to a $12 Billion International Strategic Buyer.
  • In LOI with a Recycling Company and an Operational oriented Private Equity.
  • Also in-process with several Mission Critical Infrastructure Service Companies.

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.