Upland Capital AdvisorsUPLANDCapital Advisors
Who we serve

Clients and industries we know well

We partner with private equity, strategic acquirors, and investment banks across the sectors where our experience runs deep.

Client types

Private Equity

Buy-side and sell-side diligence that protects your thesis, defends your adjustments, and gives you leverage at the table.

See how we serve PE →

Strategic Acquirors

Rigorous, senior-led analysis so corporate buyers understand exactly what they are acquiring and where synergies really are.

How we serve acquirors →

Investment Banks

Sell-side readiness and clean data that helps your process run smoothly and holds up under buyer scrutiny.

How we serve banks →
Industries we know well and common deal analyses
01

Construction

POC accounting, owner add-backs, and carve-outs

02

Manufacturing

GL-level cost analysis and margin normalization

03

Distribution

SKU-level purchase, sale, and inventory rebuilds

04

Energy

Run-rate and pricing normalization

05

Healthcare

Accrual rebuilds from EMR and billing data

06

Food & Beverage

SKU-level margin analysis

07

Consumer Products

Inventory rebuilds and gift-card/breakage analysis

08

Transportation & Logistics

4-wall P&Ls and multi-site consolidation

09

Technology & Tech-Enabled Services

ASC 606, deferred revenue, MRR/churn analysis

10

Professional Services

WIP, cash-to-accrual, and personnel normalization

Get started

Expertise when it matters most

Start a conversation
CALLStart a conversation