About Ascend Capital Advisors
Founded by industry veterans with a shared vision of providing exceptional M&A advisory services to independent insurance agencies
Our Story
Ascend Capital Advisors was founded by Mike Basta and Matt Triunfo, two insurance M&A professionals who recognized an opportunity to provide more personalized, client-focused advisory services to independent insurance agencies.
With over 20 years of combined experience gained at leading M&A advisory firms, Mike and Matt understood that agency owners deserve dedicated attention and specialized expertise throughout what is often the most important financial decision of their lives.
At Ascend Capital Advisors, we combine the deep industry knowledge and buyer relationships developed at top-tier firms with a boutique approach that prioritizes your unique goals and circumstances. Every agency has a different story, and we tailor our services to ensure the best possible outcome for your specific situation.
Our Values
Expertise
Deep knowledge of insurance M&A gained from top-tier advisory firms
Results
Committed to achieving premium valuations through strategic positioning and expert guidance
Integrity
Transparent, honest guidance throughout the entire process
Ready to Explore Your Options?
Start with a confidential conversation about your agency's value and potential exit strategies. No obligation, just expert insights.