Upward Merger Group

Merger & Acquisition

Business Valuations

Strategic Marketing

Debt and Equity Funding

Overview

Selling or buying a business can be a complex and time-consuming process, that’s involves expertise in a wide range of fields such as financing, accounting, commercial leases, contracts, managing due diligence, negotiations and more.

Upward Capital M&A Group assists in all phases of the transaction. From initial exit planning and valuation to confidential marketing, identifying prospective acquirers and deal structure. Our team can assists you in navigating the complexity of the transaction by using our experience and industry knowledge.

Valuation

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Certified Comprehensive Business Valuation

Limited Scope Business Valuation

Business Valuation Advisory Services

How much is your business worth?

Understanding the true worth of a business is essential for informed decision-making. We provide comprehensive valuation services for transactions, partner buyouts, and investor negotiations. We offer comprehensive business valuations to meet a variety of objectives.

Sell-Side Advisory Services

Maximizing Business Value Through Strategic Exit Planning

Upward Advisory Group provides comprehensive sell-side advisory services for business owners, founders, and shareholders seeking to exit, divest, or recapitalize their companies. We deliver a disciplined process that includes valuation analysis, financial preparation, buyer qualification, and confidential deal management all designed to secure the optimal outcome.

Our team’s expertise in marketing businesses to both strategic and financial buyers ensure maximum exposure and competitive bidding. With Upward investment Group, sellers gain an experienced advocate dedicated to achieving premium valuations, efficient closings, and smooth ownership transitions.

Buy-Side Advisory Services

Growth Through Acquisition

Expansion through acquisition is often a complex but necessary strategy for business owners in today’s competitive business environment. When contemplating growth or exit strategies for their businesses, structuring for the sale of the business or making the right acquisition to expand into new market bring risks and rewards.

Whether pursuing a strategic merger, acquisition, or market expansion, we work closely with individual investors and private equity groups to assist them with finding the right business opportunities based on their interests and acquisition goals.

M&A Advisory Services

Advising Businesses for Growth

We assist CEO founders and business owners through liquidity planning, selling a business, pre-sale planning, transaction planning and exit strategies. Working daily in the market of buying, selling, and financing businesses.

We are in a unique position to bring a valuable set of practical experiences, resources, and strategic advice to help our clients increase the value of their business or identify potential acquisition targets. Our growth Advisory Services include:

M&A Strategic Advisory Services

Advising Businesses for Growth

We assist CEO founders and business owners through liquidity planning, selling a business, pre-sale planning, transaction planning and exit strategies. Our transaction advisory team supports all Merger and Acquisition forms on both the buy side and sell side. We bring a valuable set of practical experiences, resources, and strategic advice to help our clients increase the value of their business or identify potential acquisition targets.

Our Growth Advisory Services

Custom Slider

Market Value With Analysis

M&A Strategies

Distressed M&A

Divestitures

Pre-Sale Consultation

Exit Strategy

Financing and Capital Structure

Acquisition Search

Buy & Sell Side Due Diligence

Upward Asset Management

(Coming Soon 2026)

Diversified Funds for Income and Growth.

Upward Capital Investment Group offers institutional-grade access to private funds across fixed income, private debt, real estate, and multi-strategy portfolios. Our investment philosophy emphasizes capital preservation, steady income, and risk-adjusted growth.

Franchise Advisory Services

Positioning Your Company for Expansion into New Markets

Upward Investment Group offers end-to-end franchise consulting for business owners looking to expand or investors seeking to enter franchise systems. From brand evaluation and territory development to capital sourcing and franchise sales, our team provides the strategic insight and operational guidance needed to grow sustainably and profitably.

STRATEGIC MARKETING

Set Your Company Up for Success

Our marketing advisory division delivers brand positioning, digital strategy, and go-to-market planning for companies navigating growth, acquisition, or rebranding. We blend analytics and data-driven campaigns to enhance visibility and support both investor and customer engagement.

Business Memorandum

Customized Direct Mail Campaigns

Advertise in Niche Publications

Email blast & Multi-touch drop campaigns

Capital Solution

Your Trusted Partner for Business Growth & Capital Needs

Whether you are looking to expand into a new region, a new sector or improving your company capabilities, we can help by providing capital for liquidity and growth needs. Access to Capital is critical to every business, from working capital for normal operations, to capital for growth acquisitions and refinancing. We have developed a valuable network of private lenders, equity funds, and banks who provide debt or equity capital to help companies in all stages of growth with business loans, Commercial Real Estate Finance, bridge loans, and many other types of financing to meet your company’s needs.

Business Funding

We offer Debt & Equity Financing for Growth

We offer a range of financing options that may include:

Private Equity Financing

SBA
Loans
Programs

Working
Capital
Loans

Industries We Serve

Industry Slider

Unlocks Value

STRATEGIC ADVISORY GROWTH

Financing Solutions To Power Your Growth

Financing solution tailored to your need

WORKING CAPITAL / ASSET BASED LOANS SECURED BY

Financing Solutions To Power Your Growth

DEBT FINANCING

Loans between $1 Million to $500 Million

PRIVATE EQUITY FINANCING

FLEXIBLE SOLUTIONS

Private Equity | Buyouts | Direct Lending

Strategy Built for Stability and Income

COMING SOON 2026

Acquiring Value-Driving Growth

Resource Center

Solutions To Power Your Growth

Seeking Top-Notch Talent

Put Your Passion to Work

Unlocks Value

STRATEGIC ADVISORY GROWTH

Financing Solutions To Power Your Growth

Financing solution tailored to your need

WORKING CAPITAL / ASSET BASED LOANS SECURED BY

Financing Solutions To Power Your Growth

DEBT FINANCING

Loans between $1 Million to $500 Million

PRIVATE EQUITY FINANCING

FLEXIBLE SOLUTIONS

Private Equity | Buyouts | Direct Lending

Strategy Built for Stability and Income

COMING SOON 2026

Acquiring Value-Driving Growth

Resource Center

Solutions To Power Your Growth

Seeking Top-Notch Talent

Put Your Passion to Work

Unlocks Value

STRATEGIC ADVISORY GROWTH

Financing Solutions To Power Your Growth

Financing solution tailored to your need

WORKING CAPITAL / ASSET BASED LOANS SECURED BY

Financing Solutions To Power Your Growth

DEBT FINANCING

Loans between $1 Million to $500 Million

PRIVATE EQUITY FINANCING

FLEXIBLE SOLUTIONS

Private Equity | Buyouts | Direct Lending

Strategy Built for Stability and Income

COMING SOON 2026

Acquiring Value-Driving Growth

Resource Center

Solutions To Power Your Growth

Seeking Top-Notch Talent

Put Your Passion to Work

Unlocks Value

STRATEGIC ADVISORY GROWTH

Financing Solutions To Power Your Growth

Financing solution tailored to your need

WORKING CAPITAL / ASSET BASED LOANS SECURED BY

Financing Solutions To Power Your Growth

DEBT FINANCING

Loans between $1 Million to $500 Million

PRIVATE EQUITY FINANCING

FLEXIBLE SOLUTIONS

Private Equity | Buyouts | Direct Lending

Strategy Built for Stability and Income

COMING SOON 2026

Acquiring Value-Driving Growth

Resource Center

Solutions To Power Your Growth

Seeking Top-Notch Talent

Put Your Passion to Work

Merger & Acquisition

Business Valuations

Strategic Marketing

Debt and Equity Funding

Overview

Valuation

Certified Comprehensive Business Valuation

Limited Scope Business Valuation

SBA
Loans
Programs

Working
Capital
Loans