Ascend Group is a holding company acquiring and scaling essential service businesses. We bring institutional discipline and a hands-on ownership mentality to companies ready for their next chapter.
We target recession-resistant, essential service businesses with recurring revenue and clear consolidation potential — industries where a disciplined operator can build a regional platform through smart acquisition.
Grease trap cleaning and maintenance, septic pumping, septic inspections, portable restroom services, drain cleaning, hydro-jetting, oil recycling, industrial waste management, and environmental compliance services.
Garage door installation and repair, automatic opener services, commercial door systems, loading dock equipment, overhead door maintenance, spring replacement, residential and commercial service contracts.
HVAC, plumbing, electrical, utility and power maintenance, elevator maintenance, facility maintenance, fire and life safety, fire and flood restoration, pool maintenance, and other recurring, mission-critical service businesses.
Source platform acquisitions through proprietary deal flow, broker relationships, and direct outreach to business owners considering succession or a growth minded partner.
Structure transactions that align incentives, preserve what works, and position the business for scalable growth from day one.
Execute a disciplined roll-up — professionalizing operations, centralizing back-office, and acquiring add-ons to build regional density.
$1MM – $5MM in annual EBITDA with healthy, stable margins
Contract-based or repeat service models with predictable cash flow
U.S.-based businesses with regional density or expansion potential
Owners seeking succession, retirement, or a strategic partner
Proven track record with a loyal customer base and trained workforce
Fragmented competitive landscape with clear consolidation opportunity
Founder & Principal
I'm acquiring and building an essential services business — bringing institutional rigor and entrepreneurial commitment to create lasting value.
My background spans private equity, corporate strategy, and investment banking, where I've led buyouts, built management teams, and transformed operational performance. At Equity Group Investments — Sam Zell's private investment firm — I've sourced and executed control investments, partnered with founders to drive growth, and stepped into interim operating roles to stabilize and scale businesses. I've seen firsthand how the right combination of operational discipline, customer focus, and strategic investment can transform solid businesses into industry leaders.
With Ascend Group, I'm backing that conviction with my own capital, along with like-minded capital sources, and full-time commitment. I'm not looking to flip — I'm building a company I'll run for the long haul, creating value for customers, employees, and the communities we serve.
Vice President at Equity Group Investments — Led and managed buyouts ranging from $100MM to $200MM across distribution, logistics, and industrial sectors
Corporate Strategy at Bank of America — Evaluated M&A opportunities, strategic partnerships, new business lines, and competitive positioning across payments and fintech
Investment Banking at Bank of America Merrill Lynch — Financial technology M&A and capital markets advisory
Indiana University, Kelley School of Business — B.S. in Finance with Distinction
Whether you're a business owner considering your next step or an investor interested in our thesis, we'd welcome the conversation.
contact@ascend-co.com