“When Ted and I founded Union Square Advisors over 15 years ago we had two guiding principles in mind – create a strong platform where professionals understood technology, mergers and acquisitions and capital markets, and attract individuals who highly value teamwork and cooperation. Today we absolutely excel in both.”

Carter McClelland, Chairman
Co-Founded the company in 2007

“When we wrote the business plan for USA, we had one overarching goal: to work with the most influential companies in technology on industry-defining strategic transactions, and have fun doing it. And in that I think we’ve succeeded, with flying colors. We’ve built a tremendous team and an amazing track record – and we’re just getting started!”

Ted Smith, President
Co-Founded the company in 2007

We are a leading technology-focused investment bank that works with clients on their most important strategic transactions

We are a leading technology-focused investment bank that works with clients on their most important strategic transactions

Our Mission

 is to create the preeminent technology-focused investment bank. We seek to be the foremost trusted advisor for our clients (including public and private companies, as well as the various firms who provide financing to this ecosystem) and to be the first call they make when they are contemplating any strategic or financing transaction.

“When Ted and I founded Union Square Advisors 15 years ago we had two guiding principles in mind – create a strong platform where professionals understood technology, mergers and acquisitions and capital markets, and attract individuals who highly value teamwork and cooperation. Today we absolutely excel in both.”

Carter McClelland, Chairman
Co-Founded the company in 2007

Carter McClelland at Union Square Advisors

“It is a privilege to work with great people who come together to serve our clients.”


Emily Anderson, Managing Director
Joined the company in 2016

“Union Square Advisors is dedicated to maximizing the outcomes for our clients while fostering career development for our employees. Our unique culture is a result of mixing some of the most experienced senior bankers on Wall Street with the hungriest junior professionals in the industry.”

Will Andereck, Managing Director
Joined the company in 2009

Finanacial Technology and Enterprise software
Strategic Planning - Wealth Management

“In my time at Union Square Advisors I have been fortunate enough to work, collaborate and develop with an exceptional group of colleagues that put clients first. It has been an incredible ride and I look forward to our continued success in the future!”

Phillip Kim, Managing Director
Joined the company in 2008

 

“At Union Square Advisors, you will get the opportunity to engage in highly-differentiated tech mandates and work side-by-side with founder-entrepreneurs to solve their corporate strategy needs.”

Mark Chepkwony, Associate
Joined the company in 2021

“When we wrote the business plan for USA, we had one overarching goal:  to work with the most influential companies in technology on industry-defining strategic transactions, and have fun doing it. And in that I think we’ve succeeded, with flying colors. We’ve built a tremendous team and an amazing track record – and we’re just getting started!”

Ted Smith, President
Co-Founded the company in 2007

Ted Smith - President of Union Square Advisors

Services

Mergers & Acquisitions

Capital Markets

Merchant Banking

Transactions

Union Square Advisors provides strategic M&A and capital markets advice to leading public and private technology companies, private equity, venture capital, and family offices. Our expertise spans many aspects of the technology landscape, including Enterprise Software, IT Infrastructure, Financial Technology, HealthTech, Internet+Digital Media, eCommerce, Consumer Software, AIoT & Industrial Technology, GRC, Back-Office Software and other key segments. Since inception, Union Square Advisors has advised on more than 185 strategic transactions, valued in excess of $120B.

Deals since inception

100 +

Exceeding

$ 50 B
October 2024
in its sale to
August 2024
in its sale to
August 2024
in its acquisition of
July 2024
in its sale to
July 2024
in its $70M+ financing from
July 2024
in its acquisition of
June 2024
in its sale to
January 2024
in its sale to
January 2024
in its $40M growth investment from
December 2023
in its majority investment in
December 2023
in its $460M financing from
August 2023
in its $80M financing led by
July 2023
in its $111M sale to
April 2023
in its $125M financing from
April 2023
in its $24.6M financing from
March 2023
in its $107M financing from
January 2023
in its financing
December 2022
in its financing
December 2022
in its $72MM financing from
November 2022
in its majority control investment from
November 2022
in its $40MM financing
August 2022
in its sale to
August 2022
in its sale to
August 2022
in its approximately $918MM sale to

Sell-Side

Buy-Side

Capital Markets


San Francisco
T. 415.501.8000
F. 415.501.8010
info@usadvisors.com

1 Embarcadero Center, #950
San Francisco, CA 94111

Our Locations

Union Square Advisors in NY and San Francisco Investment Bank


New York
T. 212.376.1700
F. 212.421.1423
info@usadvisors.com

1350 Avenue of the Americas, #700
New York, NY 10019

Our Locations

Union Square Advisors in NY and San Francisco Investment Bank


San Francisco

T. 415.501.8000
F. 415.501.8010
info@usadvisors.com

1 Embarcadero Center, #950
San Francisco, CA 94111


New York

T. 212.376.1700
F. 212.421.1423
info@usadvisors.com

1350 Avenue of the Americas, #700
New York, NY 10019

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All Rights Reserved
Check the Background of our firm and its registered representatives on FINRA’s Brokercheck

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