Capital Markets

UpListing.com partners with its clients to chart a course and navigate through the capital formation process, from assessing funding requirements, to identifying capital sources, through closing of the financing.

Drawing on our decades-long capital markets experience and Wall Street relationships, we:

  • Conduct valuation analyses.
  • Identify key company value inflection points.
  • Assess capital market and structuring options.
  • Evaluate timing and staging alternatives.
  • Assist with due diligence and marketing preparation.
  • Provide introductions to a range of bank and banker alternatives. 
  • Provide comparative review of banker proposals.
  • Advice regarding banker selection and syndicate composition.
  • Serve as an intermediary with banks, legal counsel, auditors and investor relations firms.