MARCH 19, 2026, SAN RAMON, CA — Harbor View Advisors is pleased to announce that our client, Rootstock Software (“Rootstock”), a recognized leader in cloud ERP for product-based companies, acquired Ascent Solutions (“Ascent”). Rootstock is backed by Gryphon Investors, a leading private investment firm.
Ascent offers nearly two decades of Salesforce-native development experience and hands-on customer engagement. These capabilities complement Rootstock Cloud ERP and expand the Company’s operational footprint, helping manufacturers and distributors better execute across sales and service.
“By acquiring Ascent, we expand the scope and depth of the Salesforce-native operational capabilities we offer to manufacturers and distributors,” said Rick Berger, CEO of Rootstock. “As product companies look to simplify and standardize their IT infrastructure, this acquisition strengthens our ability to support end-to-end operational execution.”
“This acquisition reinforces our commitment to a Salesforce-native architecture and provides product companies with a clear path to scale operations on a single, trusted platform,” said Ohad Idan, Vice President of Product at Rootstock. “By extending our operational workflows, we’re building a stronger foundation for AI and agentic ERP—where intelligent agents would assist users, automate routine decisions, and help orchestrate processes across planning, fulfillment, and financial operations.”
Harbor View served as the advisor to Rootstock Software.
For more information, read the full announcement on Rootstock’s website.
About Harbor View Advisors
Harbor View Advisors provides buy-side and sell-side M&A advisory to innovative companies. Our unique approach combines the execution expertise of an investment bank with the strategic thinking of a management consulting firm to work with clients and their teams to achieve their goals.
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