UPster

BACKGROUND

Please describe your company and position.

I am the Managing Director of Origin Merchant Partners

Describe what your company does in a single sentence.

Investment bank focused on mergers and acquisitions across industries.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire UPster to accomplish?

Develop a list of prospects for M&A / investment banking services

SOLUTION

How did you find UPster?

Referral

Why did you select UPster over others?

Referred to me

How many teammates from UPster were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Conduct research across certain specific verticals and in the Canadian geography to find companies by sector. Then populate a list with key information about each company and key contact information.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Identify actionable targets with accurate information in a timely manner

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Intially provided a scope of work. They did some work to ensure it was the right type / style / process and sent it for approval. After a few refinements they took more time to finished the project and then shared it with me and asked for additional changes after that.

What was your primary form of communication with UPster?

Virtual Meeting

What did you find most impressive or unique about this company?

They had solid attention to detail, quality of the work was very good and high calibre. Thought put it above what could be done by AI or other service.

Are there any areas for improvement or something UPster could have done differently?

No, project was good and reflected my pricing needs.