Ampersand Manages District Bond Proceeds Investments
- Disclosed value
- $82.1 million in bond proceeds placed through the AmpersandALIGN Program; $2,962,539 actual interest earnings through September 30, 2026; estimated total net earnings of $5,084,487 as of October 20, 2026
- From report
- Document date
- Nov 3, 2026
The 30-second brief
Mukwonago Area School District reported ongoing bond-proceeds investment services from Ampersand Public Advisors, LLC through its AmpersandALIGN program. The program managed $82.1 million in proceeds and produced $2,962,539 in actual interest earnings through September 30, 2026, with estimated total net earnings of $5,084,487.
Ampersand Public Advisors LLC holds this financial services contract with Mukwonago School District. Its other public contracts on record include work for Clark Street Community School and Middleton-Cross Plains School District.
Term as filed: Ongoing; quarterly report through September 30, 2026.
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Contract details
- Contract type
- Financial Services
- Amount
- $82.1 million in bond proceeds placed through the AmpersandALIGN Program; $2,962,539 actual interest earnings through September 30, 2026; estimated total net earnings of $5,084,487 as of October 20, 2026
- Document date
- November 3, 2026
- Term
- Ongoing; quarterly report through September 30, 2026
- Source document
- Mukwonago Area School District Report Update: Investment Results 2026-11-03 (Report)
Ampersand Public Advisors LLC's other public contracts
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Questions about this contract
Who was awarded the financial services contract by Mukwonago School District?
Ampersand Public Advisors LLC was awarded this financial services contract by Mukwonago School District, as recorded on November 3, 2026. The contract value is $82.1 million in bond proceeds placed through the AmpersandALIGN Program; $2,962,539 actual interest earnings through September 30, 2026; estimated total net earnings of $5,084,487 as of October 20, 2026.
How much is the Ampersand Public Advisors LLC contract with Mukwonago School District worth?
The Ampersand Public Advisors LLC contract with Mukwonago School District is valued at $82.1 million in bond proceeds placed through the AmpersandALIGN Program; $2,962,539 actual interest earnings through September 30, 2026; estimated total net earnings of $5,084,487 as of October 20, 2026, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a report record, structured as a not-to-exceed (ceiling) agreement.
Where was this contract approved?
This contract appears in Mukwonago Area School District Report Update: Investment Results 2026-11-03 (Report), dated November 3, 2026 from Mukwonago School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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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.
What is Mukwonago School District currently buying?
Explore Mukwonago School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.