Ascend Group is a holding company partnering with owners 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 partnerships.
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.
Maintenance and repair services for heavy equipment, HVAC, plumbing, utility and power, elevators, facilities, fire and life safety, fire and flood restoration, pools, and other mission-critical infrastructure.
Source platform partnerships through proprietary deal flow, broker relationships, and direct outreach to business owners considering succession or a growth 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 partnering with owners and building an essential services business — bringing institutional rigor and entrepreneurial commitment to create lasting value.
My background spans partnering and investing in founder owned businesses, corporate strategy, and investment banking, where I've led partnerships, 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 partnerships 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
Proven operator and investor with experience across private equity, search acquisition, and hands-on business ownership. Acquired Greenwise, a Chicagoland organic lawn care company, through a self-funded search, scaled the business, and led its successful sale to Perennial Services Group.
35+ years of leadership experience across CEO, COO, and CFO roles at private and public companies. Led East Coast Warehouse through unprecedented growth, quadrupling EBITDA and establishing it as a leading national 3PL provider. Previously Partner at Grisanti, Galef and Goldress leading corporate turnarounds.
25+ years of investment management experience spanning private equity, credit, and public markets. Former Managing Director at Equity Group Investments, where she led investments and served as portfolio manager of the Zell Credit Opportunities Fund. Board member of Terex Corporation (NYSE: TEX) and EagleRidge Energy.
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