Growth, Execution & Exit

Pathways to Scale & Maximize Value.

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.

Who We Help

Private Equity
& Growth Firms

Unlock portfolio value with data-driven performance benchmarking, leadership alignment, and exit readiness programs that reduce risk and increase enterprise value.

Small to Mid-Sized
Businesses

Scale strategically with growth playbooks, KPI-driven roadmaps, and execution coaching to prepare for high-value exits.

Venture & Angel
Capital firms

Ensure long-term value creation with succession planning, operational efficiencies, and exit frameworks that protect legacy and maximize returns.

Investment
Bankers

Manage lengthy sales cycles by utilizing the AscendX Group Collective program under your brand. This program helps you stay connected with prospective clients as they prepare for an exit, providing them with exceptional guidance.

“The best thing a human being can do is to help another human being know more.”

Charlie Munger

Systems, Programs, and Process

  • AscendX Platform

    A suite of digital tools and resources facilitating 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.

  • "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. Their prior experience 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

  • "As CEO at H.S.I., I couldn’t think of a better partner for me than Jeff Tobin. He not only helped me drive commercial excellence through robust sales and marketing initiatives in a rapidly growing health and safety training and compliance business but also helped me scale H.S.I.’s operations as we acquired numerous businesses across North America. Jeff was a tremendous strategic operator whose talents included helping make tough decisions from personnel to pricing using metrics and scorecards to achieve the best results. In our 6+ years working together, we went from being partners and colleagues to becoming friends. Without Jeff’s coaching of me and my team, H.S.I. would not have become the company it is today.”

    Bill Clendenen CEO – Health & Safety Institute