About Us

Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing, and debt capital markets advisory services. Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with 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 and Infrastructure, FinTech, Healthcare IT, Internet+Digital Media, eCommerce, Consumer Software, AIoT & Industrial Technology and other key segments.

Our Five
Cornerstones

A Superior Team

Great teams deliver great results. Our team is led by former heads of the world’s foremost technology investment banking practices and professionals with successful experiences in mergers & acquisitions, corporate development and agented private capital financing services. We are widely regarded as experts in our fields, having advised clients through numerous technology cycles – not just the latest uptick or downturn.

Exceptional Wisdom

We provide clear, relevant and timely advice built on deep domain knowledge, keen strategic understanding and critical judgment that are the collective by-product of long-tenured, successful experience. We combine the talents of industry experts with those of seasoned advisory and transaction execution professionals to seamlessly deliver our services through a single, integrated team.

Unparalleled Commitment

We are exclusively and firmly committed to the success of our clients, delivering independent and conflict-free advice of the highest integrity. We focus solely on the advisory component of investment banking, providing strategic mergers & acquisitions advice and execution, agented private capital financing services and board advisory services. Senior bankers lead every execution team and dedicate their experience and attention to each individual client and transaction.

Extensive Relationships

Changing market dynamics require a steady, knowledgeable and committed partner with real industry credibility and access. Our years of leadership in technology banking provide us with a far-reaching network of senior relationships throughout the technology, venture capital and private equity ecosystems. We leverage this network to deliver the best outcomes for our clients.

Passion for Differentiation

Our senior team members left leadership roles in large investment banks to create a firm that could deliver the best of what those banks can offer, but in an entrepreneurial environment that enhances the quality of these services. We believe our ability to provide optimal transaction outcomes for our clients stems directly from our passion for building a world-class investment bank from the ground up.

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