“When Ted and I founded Union Square Advisors over 19 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. I think we’ve succeeded. We now have a new goal, given the rapid adoption of AI, which is to become an AI-first investment bank combining AI and human intelligence to deliver trusted advice to our clients to help them evaluate and execute their strategic and financing alternatives.”

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. We are now leveraging AI + human intelligence to provide desired outcomes for our clients

“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

“Balancing life as an investment banking analyst while training for the Olympics wasn’t easy, but the support and flexibility from Union Square Advisors made it possible — and I was proud to bring home gold in Paris.”

Justin Best, Analyst
Gold medalist, Men’s Rowing Four – Paris Olympics 2024
Joined the company in 2021

“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, Partner
Joined the company in 2009

Finanacial Technology and Enterprise software

“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

“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 Solutions

Merchant Banking

Transactions

Union Square Advisors provides strategic M&A and capital solutions 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 AI + ML, Enterprise Applications and Data Infrastructure, HealthTech, GRC, Vertical Market Solutions, Retail + eCommerce, Defense Technology, Supply Chain + Logistics, Office of the CFO + Back Office Software and other key segments. Since inception, Union Square Advisors has advised on more than 195 strategic transactions, valued in excess of $125B.

Deals since inception

100

Exceeding

$ 50 B
Pending
in its majority stake investment in
September 2025
in its sale to
July 2025
in its $33M financing led by
July 2025
in its majority recapitalization by
June 2025
in its sale to
May 2025
$165M investment in
May 2025
in its $105M+ financing from
March 2025
in its sale to
February 2025
in its $260M refinancing from
January 2025
in its sale of assets to
December 2024
in its sale to
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

Sell-Side

Buy-Side

Capital Solutions


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

1 Embarcadero Center, #950
San Francisco, CA 94111

Our Locations


New York
T. 212.376.1700
F. 415.501.8010
info@usadvisors.com

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

 

Our Locations


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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