Thinking About an Exit or Strategic Partnership?
UPSTACK has completed 37+ acquisitions and continues to grow through the right strategic fits. If you’re a founder, owner, or operator exploring what an exit or partnership with UPSTACK could look like, we’re open to the conversation.
What you can expect from us:
- A direct, confidential conversation (no pressure, no drawn-out process)
- Honest feedback on fit early, so neither side wastes time
- Access to UPSTACK’s platform, advisor network, and 5,000+ enterprise client relationships
- The backing of a firm that understands how to integrate and grow advisory businesses
We’ve been on both sides of this table. We’ll treat your business the way we’d want ours treated.
TESTIMONIALS
What Our Clients Are Saying
“UPSTACK's expertise has been instrumental in ensuring that we keep our operations running smoothly and efficiently. Their insights and strategic approach have not only streamlined our processes but also empowered our team to focus on our core objectives.”
Leading Document Management Platform
Lead Business Operations Manager,
“Stacey and her team are outstanding to work with. They are able to work on complicated situations—from billing audits to telecom challenges like SD-WAN and Internet connectivity. They are a full-service operation.”
SVP, Information Technology, Kilroy Realty
Stan Low
“Kelly and team have organized and streamlined our service ordering process, saving the company money. She transitioned critical life safety services without downtime and upgraded internet to support heavy security monitoring. I can’t imagine doing this on my own.”
Real Estate Investment Trust
Director of Technology Integration,
"The experience and the ability to help with the procurement process have been invaluable. We have had considerable savings and faster deployment times with UPSTACK."
Director, Infrastructure & Cybersecurity, Whataburger
Charles Schuetz
“UPSTACK provides us the highest possible value, with a dedicated team committed to our success and who are truly vested in providing great solutions to meet our goals.”
Information Security & Technology Engineering, Nationally Recognized Grocer
Vice President
"UPSTACK [has] proven to be an indispensable asset for our [technology] needs over the years; without them providing their assistance, it would have been a much tougher road to navigate. We highly recommend them for their knowledge and expertise."