Ascendant Advisory Group Employee Directory

Investment BankingMontana, United States2-10 Employees

Ascendant Advisory Group is a boutique investment banking advisory firm that helps business owners strengthen their business and plan for a strategic sale when the time is right. The firm provides ongoing guidance to optimize outcomes across the life of a company and across multiple industries. Its approach centers on assembling a team of top advisors and partners to support clients from long-term planning to exit, rather than delivering a single adviser. The client's legacy and value at every transition are central to its mission.
Based in Whitefish, Montana, the company serves business owners seeking to align exit outcomes with their personal and professional goals. By working with owners years out, Ascendant Advisory Group aims to shape the company to endure as part of the owner's legacy and to pursue outcomes favorable to all stakeholders.

Find Ascendant Advisory Group employees' phone numbers or email addresses

Ascendant Advisory Group Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Ascendant Advisory Group's Leadership

  • Stylized image of a person
    D. W.
    Ceo And Founder
    Phone icon
  • Stylized image of a person
    T. B.
    Principle Director Of Mergers And Acquisitions
    Phone icon

Ascendant Advisory Group Employee Metrics

100%
50%
0%
2026
2025
  • Consultant
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Banking
  • Business

Contact profiles from Ascendant Advisory Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. W.
    Ceo And Founder
    Phone icon
    United StatesMontana
    Apr 14, 2026
  • Stylized image of a person
    T. B.
    Principle Director Of Mergers And Acquisitions
    Phone icon
    United StatesMontana
    Jan 23, 2026

Frequently Asked Questions

What is Ascendant Advisory Group known for?

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Ascendant Advisory Group was founded in 2014 operates in the Investment Banking industry. The company's main headquarters is located in 317 Central Avenue Whitefish, Montana 59937 United States. Explore Ascendant Advisory Group's company overview page for more information.

What is Ascendant Advisory Group's most common email format?

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Ascendant Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ascendant Advisory Group email formats with LeadIQ.

How many employees does Ascendant Advisory Group have currently?

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Ascendant Advisory Group has approximately 3 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Ascendant Advisory Group's key employees and leadership?

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As of May 2026, Ascendant Advisory Group's key employees include:

  • Ceo And Founder: D. W.
  • Principle Director Of Mergers And Acquisitions: T. B.

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