Our mission is to cultivate a thriving environment for clients through financial strategy and advisory services.
UpField Group‘s collective experiences in and around the debt and equity markets, and provide transaction advisory services presented to manner that fit the middle market
-Chad
Why Work with UpField Financial?
Approach
At UpField, our approach allows our clients to outsource a broad range of critical and complex advisory services, affording peace of mind that UpField Group, as a trusted partner, will ensurre they are aware of potential issues at the right time in theiri decision making process.
Expertise
Team
UpField Group’s veteran finance team has the expertise, knowledge, resourcefulness, focus and judgement that lenders and investors need and epect in today’s credit environment.
Our Services
M&A Due Diligence
With experience on both the buy and sell side of M&A, our team offers due diligence services that go beyond the high level story to analyze trends, identify liability recommendations and provide industry insights.
Lender Due Diligence
One of the most important issues for lenders is to know that their clients have sufficient collateral to cover potential outstanding borrowings. UpField Financial Field Examination services provide transparency to their clients’ fiscal health and provides certainty to outstandign questions regarding operations of a borrowing company.
Post Close Integration
Transitions following M&A activities can be complex, time-consuming and risky. UpField Financial’s post close integration services include temporary or fractional financial roles such as Controller or CFO, which mitigates the risks as we guide and advise the team through the transition.
Ready To Take The Next Step?
Let us know how we can add value and help you grow.
