Drive Your Ascent
Clarity Unlocked. Teams Aligned. Growth Ignited.
The AscendX Group partners with private equity firms, venture-backed companies, angel investors, and ambitious small businesses to drive results, create sustained value, and future-proof their organizations.
We help businesses accelerate growth, enhance operational efficiency, and navigate high-value transitions with confidence. Backed by proven leadership, data-driven frameworks, and proprietary systems, we empower companies to scale strategically and achieve optimal outcomes.


CONTACT US
contactus​@ascendxgroup.com
WHO WE WORK WITH
Tailored Strategies for Every Partner
Private Equity
FIRMS
Unlock portfolio value with data-driven performance benchmarking, leadership alignment, and exit readiness programs that reduce risk and increase enterprise value.
Venture & Angel Capital firms
Ensure long-term value creation with succession planning, operational efficiencies, and exit frameworks that protect legacy and maximize returns.
Small to Mid-Sized Businesses
Scale strategically with growth playbooks, KPI-driven roadmaps, and execution coaching to prepare for high-value exits.
Who We Are
About AscendX Group
With only 20% of businesses put up for sale successfully transferring to a new owner, navigating the path from growth to exit requires expertise, precision, and the right playbook. AscendX Group provides the strategies and execution support that Private Equity, Venture and Angel Capital, and Small to Mid-Sized Businesses need to drive measurable outcomes.
Jeff Tobin
Co-founder and Managing Partner
Jeff Tobin brings decades of experience as a C-level executive, private equity investor, CEO coach, and board leader, guiding businesses through growth, investment, and strategic transitions.
Patrick Lott
Co-Founder and Expert in Leadership and Executive Coaching
Patrick has over 20 years of experience transforming company culture and building high-performing teams through organizational performance enhancement, leadership development, and strategic team alignment.
OUR APPROACH
Systems, Programs, and Process
We integrate expert advisory with proven, structured systems to deliver tangible results:
AscendX
Platform
A digital suite for growth strategy execution, KPI tracking, and exit preparation.
Execution
System
Built on Six Sigma and Metronomics best practices, integrating strategic planning, performance benchmarking, and leadership accountability rhythms.
Exit Optimization Framework
A proprietary model balancing growth, profitability, and risk to maximize enterprise value.
How We Deliver Scalable Growth & Value
At The AscendX Group, we recognize that scalable growth is more than just increasing revenue—it's about building a resilient, investor-ready, and high-performing scalable demand generation engine. Our structured approach combines data-driven execution, operational efficiency, and strategic leadership to ensure businesses thrive in competitive markets.
1
Strategic Alignment
We work with leadership teams to establish clear, measurable objectives, ensuring every business initiative supports long-term growth and sustainability.
2
Investor Readiness & Value Creation
Our frameworks ensure businesses are structured for funding rounds, acquisitions, or strategic exits, minimizing risk and maximizing value.
3
Market Positioning & Competitive Advantage
We refine messaging, and market strategy to differentiate businesses and increase investor confidence.
4
Data-Driven Decision Making & Performance Tracking
By implementing KPI tracking systems and financial modeling, we provide leadership teams with real-time insights to make informed decisions that drive sustainable success.
5
human SYSTEMS
A truly scalable organization balances execution discipline, competitive positioning, and human systems mastery to ensure long-term success.
Our Signature Programs
Pathways to Measurable Impact

Growth & Outcome Bootcamp
A high-impact 2-day intensive that aligns leadership teams on growth, execution, and exit strategy.

The AscendX Group Collective
Monthly peer advisory sessions for CEOs, focused on execution, KPIs, and decision-making—capped at eight businesses.

Individual Leadership Coaching
One-on-one executive coaching to accelerate leadership effectiveness and business performance.

Exit Mapping Program
A structured process for risk assessment, value driver analysis, and investor-readiness preparation.
OUR COMMITMENT
Driving Value, Building Legacies
Maximizing Enterprise Value
Every engagement is structured to optimize EBITDA, de-risk operations, and enhance valuation.
Leadership-Driven Execution
We help leadership teams align, focus, and drive results through proven methodologies.
Sustainable, Scalable Growth
We combine data-backed strategies with execution systems that ensure lasting impact.
Exit-Ready Strategies
Whether preparing for an investor, strategic sale, or transition, we ensure businesses are positioned for premium valuation.
Results That Speak
Client Testimonials
"When I was the Chief Executive Officer of Eemax, the AscendX Group principals brought a thoughtful and empathetic approach to value creation in the business, which, based on my considerable experience working for private equity sponsors, is something of a rarity. Their prior experience partnering with and running companies enabled them to effectively support me as a thoughtful and credible sounding board for key issues in the business."
Kevin Ruppelt, CEO Eemax
"As Board Chairman, Jeff Tobin assisted me and my management team to develop a complimentary team of high-performing sales, marketing, product development and finance leaders; investing in new processes and optimizing systems that modernized our supply chain management and finance functions. Jeff provided excellent overall support as we grew our thought leadership in the special education math market, which has been invaluable in achieving our growth."
Sean Lockwood, CEO at TouchMath
Ready to Start Your Ascent?
Choose AscendX Group—Your leadership partner for scaling smarter and exiting stronger.
CONTACT US
contactus​@ascendxgroup.com | 407-491-2169
102 NE 2nd Street, 342, Boca Raton, FL 33432
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