SERVICES

Upton Financial is a California and Arizona-based firm that provides investment banking solutions. We create solid relationships with our clients through personalized services focused on the following areas: 

 

Seller Representation

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Focused on succession planning, estate planning and liquidity issues.

Advisory Services

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Representation of a company and its shareholders for the purpose of selling their business.

Management Buyout

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For current company management seeking to acquire all or a portion of the company they currently run.

Buyer Representation

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Assistance in developing and implementing an effective acquisition strategy to generate deal flow.