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District Continues Investment Advisory Services With Ampersand

Middleton-Cross Plains School District
Document date
Jul 30, 2026
Term
2025–2026 reporting period

The 30-second brief

What it covers

The Middleton-Cross Plains Area School District continued its engagement with Ampersand Public Advisors LLC during the 2025–2026 reporting period for investment advisory and cash management services under a spread-based compensation model. Ampersand managed the District’s liquid deposits, waived RDC and same-day wire fees, and helped the District earn approximately $1.98 million in interest, about $13,000 above estimated LGIP earnings while maintaining full liquidity and protection.

Who holds it

Ampersand Public Advisors LLC holds this financial services contract with Middleton-Cross Plains School District. Its other public contracts on record include work for Mukwonago School District and Clark Street Community School.

What happens next

Term as filed: 2025–2026 reporting period.

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Contract details

Contract type
Financial Services
Document date
July 30, 2026
Term
2025–2026 reporting period
Vendor
Ampersand Public Advisors LLC
Agency
Middleton-Cross Plains School District
Source document
Middleton-Cross Plains Area School District Annual Investment & Cash Management Report 2026-07-30 (Report)

Ampersand Public Advisors LLC's other public contracts

Mukwonago School District, WisconsinAmpersand Manages District Bond Proceeds Investments · Nov 3, 2026Clark Street Community School, WisconsinDistrict Continues Ampersand Managed Deposit Program · Oct 12, 2026UndisclosedClark Street Community School, WisconsinDistrict Continues Ampersand Deposit Management Program · Oct 12, 2026UndisclosedClark Street Community School, WisconsinDistrict Reports Ampersand Deposit Program Earnings Advantage · Sep 30, 2026UndisclosedTown of Beloit, WisconsinTown Opens Investment Account with Ampersand Public Advisors · Apr 20, 2026UndisclosedAll Ampersand Public Advisors LLC contractsVendor profile

More Middleton-Cross Plains School District contracts

Bills PayableBoard to Approve Bills Payable · Sep 15, 2026UndisclosedSchool Safety DrillsSchool Safety Drills on Consent Agenda · Sep 15, 2026UndisclosedResignations/staff Appointments/retirementsEmployee Services Consent Item Listed · Sep 15, 2026UndisclosedAfter School Care Lease AgreementsBoard to Review After School Care Leases · Sep 15, 2026UndisclosedBauer, DrewDrew Bauer Social Studies Assignment Recommended · Sep 14, 2026UndisclosedAll Middleton-Cross Plains School District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Middleton-Cross Plains School District?

Ampersand Public Advisors LLC was awarded this financial services contract by Middleton-Cross Plains School District, as recorded on July 30, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in Middleton-Cross Plains Area School District Annual Investment & Cash Management Report 2026-07-30 (Report), dated July 30, 2026 from Middleton-Cross Plains School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Ampersand Public Advisors LLC hold?

Ampersand Public Advisors LLC may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Middleton-Cross Plains School District currently buying?

Explore Middleton-Cross Plains School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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