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Ascend

Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount todays industry challenges and reach their full potential. Founded in January 2023, the company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation.

Breckpoint

Breckpoint is dedicated to helping brokers and employers build alternative risk solutions outside of the traditional insurance providers. For employers seeking an alternative to fully-insured group benefit plans or self-insured groups for workers compensation, Breckpoint empowers groups to take advantage of the transparency, control, and underwriting profits generated by high performing self-funded plans. - Self funded benefit administration plans - Self-insured group administration for workers compensation - Captive Management - Risk Management services We believe in Leading Together. This is the essence of Breckpoint. We are here with you through every step of this benefit journey. Your Breckpoint team provides the stellar service you deserve and we look forward to helping you manage your alternative risk programs.

XNRGY Climate Systems

XNRGY Climate Systems is a Montreal-based company that designs, develops, and manufactures HVAC systems with a strong emphasis on energy efficiency and sustainability. Founded in 2017, the company aims to lead North America in sustainable design and advanced manufacturing of custom air handling systems, particularly for data centers, healthcare facilities, clean rooms, and life sciences environments. The company offers custom-engineered air handling units tailored to meet specific project requirements, focusing on reducing power usage effectiveness and carbon footprints. XNRGY specializes in thermal management solutions, ensuring optimal cooling and heating for mission-critical facilities. Its product lineup includes custom air handlers, energy recovery systems, and specialized materials designed to meet demanding specifications. XNRGY serves a diverse clientele, including major cloud and hyperscale data center operators, healthcare facilities, and life sciences organizations, ensuring high standards of air quality and efficiency.

Keeper.app

Keeper is an app to help bookkeepers run a better month-end close. It is an all-in-one Client Portal, task manager, file QA tool, and management reporting app.

One Community Bank

One Community Bank is a locally owned community bank serving south-central Wisconsin. It was formed from the merger of Oregon Community Bank and McFarland State Bank and now serves 19 communities, including Oregon, Middleton, Sun Prairie, and Wausau. The bank is dedicated to providing personalized service and investing in local communities. The bank offers a wide range of personal and business banking services. Personal banking products include checking and savings accounts, certificates of deposit, money market accounts, mortgages, and consumer loans for various needs. For businesses, One Community Bank provides checking accounts with no minimum balance or monthly fees, interest-bearing options, and dedicated local bankers to assist with banking operations. One Community Bank emphasizes a client-centric approach, combining traditional banking with modern digital solutions like online and mobile banking. The bank is committed to community engagement through volunteerism and support for local nonprofits, reflecting its dedication to the well-being of the communities it serves.