M&A Services

Build A Stronger Merger and Acquisition Strategy With An Experienced CFO

Whether you’re acquiring, divesting, or raising growth capital, every deal demands experienced financial insight from senior executives who have overseen many years of successful M&A.

At Ascent CFO Solutions, our mergers and acquisitions services are built around experienced CFO-led strategy and execution. We provide financial leadership at every stage of the transaction to protect your interests and maximize value.

From early valuation analysis to seamless post-merger integration, we operate as an extension of your executive team.

Why Companies Trust Ascent CFO Solutions for M&A Consulting

We partner with founders, CEOs, investment groups and leadership teams who need more than advisors—they need operators who’ve been there before.

1. Buy-Side and Sell-Side Strategy

Our team offers both buy-side advisory and sell-side advisory, helping you evaluate opportunities, prepare for market, and manage risk with precision.

2. Numbers That Hold Up to Scrutiny

We lead thorough due diligence and deal structuring processes that reduce surprises and accelerate decision-making.

3. End-to-End Execution

From initial outreach to transaction execution, we keep the financials on track and aligned with the big picture.

What’s Included in Our M&A Services

Early-stage target screening and strategic partnerships evaluation
Comprehensive valuation analysis and pro forma modeling
Investment deck creation and capital raising support
Full-lifecycle due diligence management
Letter of intent, term sheet, and deal structuring guidance
Financial model validation and scenario planning
Close coordination with legal and tax teams
Transition plan development and post-merger integration oversight
Risk review, compliance checks, and internal controls updates

Who We Work With

Our M&A services are ideal for:

Mid-market businesses planning acquisitions or exits
PE-backed portfolio companies executing roll-up strategies
Founder-led companies pursuing growth via acquisition
Operators exploring joint ventures or strategic partnerships

Whether you’re entering your first deal or leading a multi-entity integration, we bring structure, speed, and senior experience.

Our CFO Service Area

We deliver mergers and acquisitions services remotely to businesses nationwide, making expert-level financial strategy accessible wherever you are. And when your business needs in-person support, travel can be arranged to meet on-site needs.

Colorado Offices

Our operations are anchored in Colorado, with offices located in:

Denver: 2806 Speer Blvd, Denver, CO 80211

Boulder: 1035 Pearl St, Suite 407, Boulder, CO 80302

From virtual consultations to in-person engagements, we’re ready to support your growth—locally and nationally.

Why Ascent CFO Solutions?

We advise and operate. That’s why our M&A engagements deliver speed, insight, and measurable ROI.

CFOs with M&A backgrounds across SaaS, technology, manufacturing, professional services, and more
Support for finance, operations, and investor communications
Engagements tailored to your timeline, from weeks to months
Independent perspective with deep stakeholder management skills

We protect your blind spots and move the deal forward, fast.