About Ascension
Ascension's Focus
At Ascension, our focus is on strategically investing in trust companies that have a robust history of growing business and building solid client relationships. We seek out firms and principals:
- Who put their clients first while dedicating themselves to outstanding client service;
- Who desire to continue to actively manage the business;
- Who recognize that partnering with Ascension offers meaningful support with business development, infrastructure, succession planning, and much more.*
*Complete transition plans are available if desired.
Our Mission
We are committed to preserving partner trust company's independent brand and management approach.
We provide partner firms with our unique M&A and business development expertise to help them turbo-charge their growth. Our efforts include supporting partner trust companies in identifying and effectuating attractive expansion prospects (local trust entities or books of business). We have also pioneered an exclusive and tested Center of Influence sales model that helps a firm turn distinct organic relationships into strong referral sources.
We empower our partner trust companies with a comprehensive list of resources to help them decide how best to operate their businesses efficiently and effectively. Ascension believes it is important for a trust company to retain everything related to the firm’s successful customer experience (“their secret sauce”), while at the same time leveraging the administrative infrastructure offered by Ascension (helping to reduce support costs).
We are committed to preserving partner trust company’s independent brand and management approach.
We provide partner firms with our unique M&A and business development expertise to help them turbo-charge their growth. Our efforts include supporting partner trust companies in identifying and effectuating attractive expansion prospects (local trust entities or books of business). We have also pioneered an exclusive and tested Center of Influence sales model that helps a firm turn distinct organic relationships into strong referral sources.
We empower our partner trust companies with a comprehensive list of resources to help them decide how best to operate their businesses efficiently and effectively. Ascension believes it is important for a trust company to retain everything related to the firm’s successful customer experience (“their secret sauce”), while at the same time leveraging the administrative infrastructure offered by Ascension (helping to reduce support costs).
Get To Know Ascension
If you are an owner/operator, or anyone else interested in learning more about Ascension, please contact us. We would be happy to have a confidential conversation with you.