
About AscendX
Who We Are
Only 20% of businesses successfully transfer to new owners when put up for sale, so navigating the transition from growth to exit requires expertise, precision, and a solid plan. AscendX Group offers the strategies and execution support that Private Equity, Venture Capital, Angel Investors, and Small—to Mid-Sized Businesses need to achieve measurable results.

Meet the Founders
Jeff Tobin
Private Equity Investor, CEO Coach, Business Leader
Jeff Tobin is a highly accomplished private equity investor, board leader, and business strategist. With a deep background in structuring high-growth business opportunities, he brings decades of experience in investment strategy, operational execution, and leadership alignment. His approach to coaching is pragmatic, results-oriented, and deeply insightful.
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Jeff has spent most of his career collaborating with management teams to increase demand generation, optimize operations, enhance profitability, and drive towards successful exits. Jeff's approach to coaching is informed by best practices from 18 years with the Riverside Company and Millpond Equity Partners, 16 years of C-level roles at two manufacturing businesses and a travel services business, and 4 years of management consulting for two software businesses. He has a long track record of helping CEOs and management teams balance aggressive growth and positioning the business for a successful exit with retaining the company's secret sauce and core values. Jeff brings a proven track record of success in CEO coaching, team building, strategic planning, business process execution, lean process improvement, and M&A identification and integration. His passion is creating alignment through the organization and among key stakeholders and equipping the management team with actionable tools and focus to achieve their personal and business goals.
Patrick Lott
Leadership & Human Performance Specialist
Patrick Lott is a leadership strategist focused on optimizing human performance in high-growth environments. His work centers on building cohesive teams, enhancing leadership effectiveness, and ensuring organizations have the cultural and strategic alignment to thrive.
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Patrick is a highly experienced leadership and executive coach, dedicated to helping individuals and organizations unlock their full potential. With a strong foundation in the real-world application of leadership principles, he seamlessly integrates data-driven insights with a personalized, human-centered approach to foster meaningful and measurable growth. Recognizing that leadership is both an art and a science, Patrick helps executives, teams, and organizations navigate complex challenges, enhance strategic decision-making, and build high performance cultures. His coaching methodology is rooted in evidence-based practices, ensuring that every engagement is designed to yield sustainable results while addressing the unique needs of each client. Passionate about empowering leaders at all levels, Patrick brings a wealth of cross-industry experience, enabling him to craft tailored strategies that promote alignment, innovation, and success. His ability to cultivate authentic connections ensures that clients feel seen, heard, and valued—creating a trusted environment where they can explore challenges, refine their leadership style, and drive transformational change. Whether guiding executives through pivotal career transitions, helping organizations develop and implement effective leadership frameworks, or facilitating team optimization efforts, Patrick is committed to delivering impactful solutions that create lasting success. His holistic approach not only strengthens individual leadership capabilities but also fosters cohesive, resilient teams that thrive in today’s dynamic business landscape.
Our Commitment:
Driving Value, Building Legacies
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Maximizing Enterprise Value
Every engagement is structured to optimize EBITDA, de-risk operations, and enhance valuation.
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Leadership-Driven Execution
We help leadership teams align, focus, and drive results through proven methodologies.
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Sustainable, Scalable Growth
We combine data-backed strategies with execution systems that ensure lasting impact.
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Exit-Ready Strategies
Whether preparing for an investor, strategic sale, or transition, we ensure businesses are positioned for premium valuation.