Joe Upson

Head of Business Development

Joseph Upson is Head of Business Development at Align Business Finance. He brings over 30 years experience in the Corporate leasing and financing industry.  He has served as Managing Director of Heritage Global Capital and was also a Co-Founder and Principal in CompanionWay Capital, a senior secured lender focused on the middle market sector.  Additionally, Joe’s diverse financial background includes strategic positions with Nations Equipment Finance, Textron Financial, GMAC Financial, Transamerica Financial, SunTrust Bank of Atlanta, Bank of Boston and DeNovo Capital, LLC; a financial advisory and syndication firm which he founded in 2002.

Joe has originated and arranged approximately $1.5 billion dollars in various financial instruments over his career; and is well known for his Capital Markets expertise. His product background includes mortgage financings, sale-leasebacks, bridge loans, term loan facilities (with an emphasis on equipment leasing and financing) and working capital facilities collateralized by A/R, Inventory, personal and real property.  Joe has been able to successfully implement business plans targeting referrals, such as asset-based lenders, bank workout groups, leasing groups, investment banking groups, PEG’s, turnaround consultants and special asset groups, with the objective of adding value to credit facilities by providing real estate and equipment transactions.

Joe is a graduate of the University of Georgia with a Bachelor of Business Administration in Finance. He is also a member of the Commercial Finance Association as well as the Turnaround Management Association.