About Us

WHO WE ARE

We’ve sat on both sides of the table.

We’re not just advisors, we’re strategic partners. At UpTik Inc., we help business owners prepare for sale, maximize valuation, and confidently execute high-impact transactions.

With over 15 years in M&A, capital markets, and strategic growth consulting, we’ve led over $2.0B in transaction value, working with owner-led businesses across Canada, Europe, and Asia.

What sets us apart? We've been the buyers. As seasoned investors, we've acquired companies, driven value creation, and owned the outcomes.

That firsthand experience gives us a unique advantage - we know what buyers value, and what makes them walk away.

Founder of UpTik Inc.

Shilpa Joshi

Shilpa Joshi is a seasoned M&A advisor with over 15 years of experience in mergers and acquisitions, capital markets, and strategic growth consulting. Her career spans leading roles at PwC, CIBC, and Canaccord Genuity, where she managed multi-million dollar transactions for clients across industries.

Having led over $2.0B in transaction value, Shilpa brings institutional-grade expertise paired with an entrepreneurial mindset, enabling her to bridge the gap between financial strategy and business growth.

›› Meet Shilpa

Our Clients

Who We Work With

Entrepreneurs, founders, and leaders ready for their next chapter.

We work with ambitious business owners who are ready to scale or sell. You’ve invested years building your business, now it’s time to unlock its full potential.

Our Client Profile

We work with established small to mid-sized companies.

Strong Revenue

Our clients typically generate $5M+ in annual revenue, creating a strong foundation for growth or sale.

Considering Sale

Many are looking to sell their business today or within the next 2–3 years, maximizing their exit.

Growth via Acquisition

We guide owners pursuing growth through targeted acquisitions to expand market share.

Divestment Strategy

Some clients choose to divest non-core components to streamline operations and boost value.

Financing Needs

We assist in raising debt or equity financing to support growth, stability, and long-term plans.

Value Optimization

Every strategy is designed to enhance enterprise value and position your business for future success.

How We Help

What We Do

Value Assessment

› Gain insight into how a potential acquirer would evaluate your business, uncovering value-draining issues and spotlighting strengths that enhance buyer appeal.

› Armed with this perspective, you can invest with precision - strategically positioning your business for maximum value.

Value Enhancement

Many sellers leave money on the table - we make sure you don’t.

› Through our proprietary methodology, we identify the key drivers of value in your business and craft a focused action plan to amplify them.

› Our integrated approach combines deep expertise, analytics and technology across the deal lifecycle to unlock full value - whether you're preparing to sell or optimizing for long-term growth.

M&A Advisory

› From start to finish, we help you unlock value in every transaction, so you can reach your goals and lead with confidence.

› Whether you're selling your life's work or acquiring strategic assets, we provide comprehensive transaction support that goes beyond traditional investment banking. Our advisory approach combines strategic positioning with tactical execution, ensuring optimal outcomes while protecting your interests throughout the process.

Overview

Specialized Services

Our services are designed to ensure you never leave money on the table. From assessing your company through a buyer’s lens to executing a strategic exit, we deliver targeted, measurable results.

Business Valuation & Positioning

See what buyers see - before they see it.

We conduct comprehensive assessments using acquirer frameworks, identifying specific strengths that boost valuation and potential value detractors for strategic improvement. This buyer-perspective analysis helps you understand your true market position and prioritize investments that directly impact sale price - ensuring your business stands out.

Value Enhancement Planning

Turn a good business into a great exit.

Our proprietary methodology maps your business's unique value drivers and creates a targeted enhancement roadmap. We work with you to strengthen financial performance, operational efficiency, and market positioning - ensuring your business commands top-tier offers when you're ready to sell.

Implementation & Execution Management

Turn strategy into measurable results.

We don't just create plans - we help execute them. Our structured approach includes milestone tracking, performance measurement, and ongoing optimization to ensure value enhancement initiatives deliver tangible outcomes that directly impact your business worth.

Risk Assessment & Mitigation

Eliminate deal-killers before they surface.

We proactively identify operational, financial, and compliance risks that could derail transactions or reduce enterprise value. By addressing these issues early, we help you present a cleaner business profile that builds buyer confidence and accelerates the sale process.

Full-Service M&A Advisory

Complete transaction guidance from strategy to close.

We provide end-to-end support including market positioning, buyer or target identification, deal structuring, negotiation. management, and closing coordination. Our goal is to secure premium offers and protect your legacy throughout the process. We combine strategic advisory with tactical execution while protecting your interests and minimizing operational disruption.

Market Intelligence & Competitive Analysis

The right information at the right time.

Our industry-specific research and market analysis provide the intelligence needed to optimize timing, positioning, and strategic decisions. Whether planning for growth or preparing for sale, these insights help you stay ahead of market trends and maximize competitive advantage.

Maximize Your Business Value