Operational Excellence Meets Capital Efficiency
Ascent Advisory Group is an independent sponsor firm dedicated to acquiring and growing exceptional businesses in the lower middle market. We are not a traditional private equity firm; we are operators and engineers at heart.
With deep roots in industrial automation and aerospace, we bring Fortune 500 execution capabilities to the lower middle market. Our thesis is simple: acquire strong foundations, then vertically integrate advanced technologies and process improvements to unlock new value.
$2M - $5M
Target EBITDA
Lower Middle Market
Market Focus
Bridging the Gap Between
Operations & Capital.
We are not just investors; we are operators. Ascent Advisory Group brings Fortune 500 systems engineering and program management discipline to the lower middle market.
Our "Operators First" approach ensures that we don't just buy companies—we partner with founders to preserve their legacy while engineering the next phase of growth.
Target Sectors
We focus on mission-critical industries where systems integration and technical expertise create a competitive advantage.
LL97 Compliance & Energy Auditing
Primary focus on building decarbonization, energy auditing, and Local Law 97 compliance services in the NYC Metro area.
Building Automation (BAS) & Controls
System integrators, smart building controls, and energy management systems (EMS) with strong technical moats.
Mechanical & HVAC Services
Commercial HVAC service providers, mechanical contractors, and retrofit specialists with recurring maintenance contracts.
GovCon & Aerospace
Secondary focus on mission-critical support services, IT MSP, and specialized aerospace manufacturing/maintenance.
Elevator & Vertical Transport
Independent service providers with strong recurring revenue models and modernization capabilities.
Fire & Life Safety
Fire suppression systems, alarm monitoring, and safety inspection services with recurring revenue.
IT & Cybersecurity
Managed Service Providers (MSP), cybersecurity firms, and specialized IT consulting.
What We Look For
We target established businesses with a history of profitability and a clear path to growth. We prefer situations where we can partner with existing management or facilitate a smooth transition for retiring owners.
- $2M - $5M EBITDA
- History of consistent profitability
- High percentage of recurring revenue
- Low customer concentration
- Mission-critical service offering
- United States based operations
Ideal Scenario
A founder-owned control systems integrator looking to retire, seeking a partner who understands the technical complexity of the business and will protect their employees.
The Ascent Methodology
We don't just provide capital. We provide the operational architecture to scale.
Preserve & Stabilize
We start by listening. We honor the legacy of the previous owners and ensure cultural continuity for employees and customers.
Optimize Operations
Leveraging experience from Fortune 500 industrial leaders, we implement world-class operational frameworks scaled for the middle market.
Accelerate Growth
We introduce AI automations, modernize tech stacks, and pursue strategic add-on acquisitions to expand capabilities.
Ready to Ascend?
Whether you are a business owner considering a transition or an intermediary with a deal to discuss, let's have an exploratory conversation.