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Income Opportunity Credit Fund

We Take One Firm Approach to Deliver an
Unmatched Intellectuals Integrity to All of Our Clients

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Our Firm

We provide M&A and Debt Advisory Services, and solutions to meet our clients’ evolving needs and help clients seize new opportunities to unlock growth and transformation.

Our Mission is to develop, facilitate and successfully close proprietary middle market mergers & acquisitions transaction. To discreetly and confidentially partner with both owners/sellers of leading private middle market companies to help them navigate the process. To provide our clients with creative ideas and solutions for operating effectively in a complex global economy.

Our Core Values

To Honor our commitments while always upholding the highest ethical standards. Client Focus to provide exceptional service and outcomes. Inclusivity Actively embraces diversity of thought.

Confidentiality

Upward capital Group understands how to implement a discreet targeted marketing plan to identify qualified acquirers while maintaining strict confidentiality regarding the specifics of your business.

Meet Our M&A Advisors

Our team brings extensive market and industry expertise to every engagement, committed to the highest standards in business valuation, marketing, and Debt advisory services. Whether you’re selling your business or pursuing growth through acquisitions, our advisors are dedicated to achieving your goals. Advancing Solutions and Expanding Opportunities Through our Integrated Platform.

Our Group Consists of Three Complementary Businesses.

M&A Advisory Services

Our team assists 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 provide innovative solutions to complex situations.

Debt Advisory Services

Our dedicated Private Capital Group delivers customized financing solutions to companies across our industry sectors. Our platform has leveraged Upward Capital network...

and industry expertise, to offer borrowers creative, holistic capital structure solutions.

Business Valuation Advisory Services

Our team brings the most up to date input on market terms, structure, Business valuation and market activity to our clients.

We assist clients in valuing and analyzing mergers, acquisitions, and Buy and Sell Agreement, Fairness Opinions, and recapitalizations.

Thoughtful

Our talented teams build on this foundation of experience and objectively research and tailor every solution to serve our clients' needs. The advice we give and the solutions we develop are considered, strategic, and focused on the long-term.

Principled

We treat our clients' challenges with the same care and responsibility that we apply to our own business and money. We see integrity and empathy as the basis of long-term trusted relationships and a progressive business.

Our People
Make Us Unique

Ours is a culture of teamwork. We prioritize collaboration and believe in the strength of the collective, creating a culture that fosters cooperation. We understand that our business is built on the strength of our people and our relationships. We employ talented and motivated graduates and professionals and nurture a dynamic and collaborative culture where everyone feels included and respected. We hold ourselves accountable to the highest ethical standards, insisting on transparency and vigilance. Our team’s commitment to delivering the best service to our clients through collaboration, innovation, and a relentless pursuit of excellence. These, in turn, are underpinned by our guiding principles: Thoughtful and Principled.

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Industry Insights

That drive your company Bottom Line

Serving our clients’ M&A and Financing needs starts with a deep understanding of the industries in which they operate. Our Industry expertise and diverse teams allow us to maintain our competitive advantage to deliver solutions to clients across industries from manufacturing, consumer products, distribution, and real estate.

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Investor Intake Form

Welcome to Upward Capital Investment Group Thank you for your interest in investing with Upward Capital Investment Group. This intake form is designed to help us better understand your investment profile, preferences, and eligibility across our family of funds. Whether you're seeking stable income, equity growth, or diversified exposure to alternative assets, this information ensures we provide the most suitable opportunities aligned with your goals. All responses are confidential and used solely for compliance, suitability, and onboarding purposes.

Investor Intake Form

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