The Ugroup is a strategy and M&A advisory firm. It is a collection of executives and industry luminaries who know the battlefield intimately. We help companies who have risen to the top maintain that success. We help companies who may have missed adjustment opportunities, but aspire to success, to re-address achieving their potential and in so doing maximize their shareholder value.

The Ugroup identifies underperforming and undervalued assets and their hidden value, then reconstructs the business model and organization around delivering that value to shareholders. We provide engineered transactions with the aim of creating segment leaders and unlocking value for the client organizations, their stockholders, and current and future investors.

The Ugroup’s functional capabilities include:

• Incubations
• Turnarounds
• M&As
• Capital raising
• Investor relations

We monitor business direction, models, customer needs and market perception of the client company, and make adjustment recommendations to enhance their elements. The Principals of the firm leverage their expertise, experience, and solution-oriented operating philosophy to the task of value-enhancing repositioning for its clients, supported by project specific expertise of its Partners-in-Residence and capital available through Ucapital.

Since its formation, the Ugroup has successfully turned around discontinued and floundering operations and organizations, incubated start-ups and spin-outs, recapitalized operations, and conducted successful exits. Within these assignments we have also restructured debt, divested operations, and significantly improved operating margins, further enhancing value. We select a series of acquisition targets for a specific Growth Plan, while determining the blueprint of the acquisition and integration process upfront. We’re seeing more and more opportunities across various industries and are being increasingly recognized as the “go-to” deal partner as a result of our superior model and value-added capabilities.