| Name | Title | Contact Details |
|---|
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.
OakStar Bank strives to prove each day that banking can and should be a joyful and fun experience. By creating a unique work culture that is rooted and cultivated throughout every aspect of the bank, OakStar team members love what they do, love the people they work with, and love serving the community. The banks commitment to their values and their culture has resulted in the creation of a uniquely new banking experience that is comfortable, warm, and completely relationship based… ultimately a place where customers look forward to going. OakStar Banks passion is to create a positive difference for its customers and leave a long-lasting legacy in the community.
Maximus Partners is the leading professional services firm for growth-oriented organizations, with deep expertise in both CFO Advisory and Retained and Contingent Search services. We have worked alongside private equity investors and executive teams at PE-backed, privately-held and publicly-traded organizations to support hundreds of finance functions and evaluate and/or place thousands of professionals. This includes providing assessments of people, processes and technology, recommending and implementing solutions, and leading searches to hire key personnel to drive value creation.