Upton Financial is a California-based firm that provides investment banking solutions. We create solid relationships with our clients through personalized services focused on the following areas:
Focused on succession planning, estate planning and liquidity issues.
Representation of a company and its shareholders for the purpose of selling their business.
For current company management seeking to acquire all or a portion of the company they currently run.
Assistance in developing and implementing an effective acquisition strategy to generate deal flow.