Archives: Deal Announcements

Union Square Advisors Serves as Exclusive Financial Advisor to Eversight in its Sale to Instacart

Demonstrates Union Square Advisors’ extensive expertise in providing comprehensive advisory services to AI-enabled technology companies On September 1, 2022, Union Square Advisors announced it served as the exclusive financial advisor to Eversight, an AI-powered pricing and promotions platform for CPG brands and retailers, in its sale to Instacart, the leading grocery technology company in North America. …

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Union Square Advisors Serves as Financial Advisor to Mindful in its Sale to Medallia

Demonstrates Union Square Advisors’ extensive expertise in providing comprehensive advisory services to customer experience software companies On August 24, 2022, Union Square Advisors announced it served as the financial advisor to Mindful, formerly known as VHT, and an Alpine Investors (“Alpine”) portfolio company, in its sale to Medallia, Inc. Mindful delivers the leading cloud-based contact center callback …

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Union Square Advisors Serves as Exclusive Financial Advisor to Finn AI in its Sale to Glia

Demonstrates Union Square Advisors’ expertise in providing comprehensive advisory services to AI-enabled customer experience technology companies On June 23, 2022, Union Square Advisors announced it served as the exclusive financial advisor to Finn AI, the premier AI-powered chatbot platform for banks and credit unions, in its sale to Glia, the leading provider of Digital Customer Service. …

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Union Square Advisors Serves as Exclusive Financial Advisor to Nikola Labs in its Financing Led by G2 Venture Partners

Demonstrates the strength of Union Square Advisors’ platform in providing comprehensive advisory and financing services to high-growth Industrial AIoT companies On May 23, 2022, Union Square Advisors announced it served as the exclusive financial advisor to Nikola Labs in its $29 million in financing. Led by G2 Venture Partners and joined by Triangle Peak Partners, …

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Union Square Advisors Serves as Exclusive Financial Advisor to Fastly in its Acquisition of Glitch

Demonstrates Union Square Advisors’ continued momentum in providing strategic M&A advice to leading enterprise cloud and web app development companies On May 19, 2022, Union Square Advisors announced it served as the exclusive financial advisor to Fastly, Inc. (NYSE: FSLY), the world’s fastest edge cloud platform, in its acquisition of Glitch, a developer platform where …

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Union Square Advisors Serves as Exclusive Financial Advisor to Blue Apron in its $30M Debt Refinancing with Allianz Global Investors

Demonstrates Union Square Advisors’ expertise in providing comprehensive strategic capital markets advice to technology companies On May 9, 2022, Union Square Advisors announced it served as the exclusive financial advisor to Blue Apron (NYSE: ARPN) in its note purchase agreement with Allianz Global Investors under which it issued an aggregate principal amount of $30M of …

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Union Square Advisors Serves as Exclusive Financial Advisor to JAGGAER in its Acquisition of DocSkiff

Demonstrates Union Square Advisors’ expertise in providing comprehensive advisory services to leading companies in the source-to-pay ecosystem On February 10, 2022, Union Square Advisors announced it served as the exclusive financial advisor to JAGGAER, the company leading the Autonomous Commerce revolution, in its acquisition of AI-powered contracts analysis platform, DocSkiff Inc. The integration of DocSkiff …

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Union Square Advisors Serves as Exclusive Financial Advisor to PS/Ship in its Sale to Litera

Demonstrates Union Square Advisors’ expertise in providing comprehensive advisory advice to disruptive, vertical software companies On January 12, 2022, Union Square Advisors announced it served as the exclusive financial advisor to Lynch Marks, LLC, a California-based company, and developers of PS/Ship., in its sale to Litera, a global leader in legal technology solutions. The terms …

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Union Square Advisors Serves as Financial Advisor to Mondee in its Business Combination with ITHAX Acquisition Corp.

Demonstrates Union Square Advisors’ expertise in providing comprehensive advisory advice to disruptive, high-growth vertical software companies On December 21, 2021, Union Square Advisors announced it served as a financial advisor to Mondee Inc. (“Mondee”), a rapid growth, technology-first travel marketplace with a portfolio of globally recognized brands in the leisure, retail and corporate travel sectors, …

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Union Square Advisors Serves as Exclusive Financial Advisor to Aspiration and InterPrivate III in a $315M Incremental Equity Capital Raise from Oaktree and Steve Ballmer

Demonstrates Union Square Advisors’ expertise in providing comprehensive advisory and strategic capital markets advice to disruptive, high-growth ESG and financial technology companies On December 16, 2021, Union Square Advisors announced it served as the exclusive financial advisor to Aspiration (“Aspiration” or the “Company”), a global leader in Sustainability as a Service solutions for consumers and …

Union Square Advisors Serves as Exclusive Financial Advisor to Aspiration and InterPrivate III in a $315M Incremental Equity Capital Raise from Oaktree and Steve Ballmer Read More »

Union Square Advisors Serves as Exclusive Financial Advisor to Zilliant in its Sale to Madison Dearborn Partners

Demonstrates Union Square Advisors’ expertise in providing comprehensive advisory services to leading technology companies in the Intelligent B2B Commerce space On December 6, 2021, Union Square Advisors announced it served as the exclusive financial advisor to Zilliant, Inc., the industry leader in intelligent B2B price optimization, price management and sales guidance software, in its sale …

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Union Square Advisors Serves as Exclusive Financial Advisor to Reonomy in its $201.5M Sale to Altus Group Limited

Demonstrates Union Square Advisors’ expanded track record in providing comprehensive advisory services to leading real estate technology companies On November 12, 2021, Union Square Advisors announced it served as the exclusive financial advisor to Scryer, Inc. (dba Reonomy) (“Reonomy”), a fast growing, AI-powered data platform for the CRE industry, in its sale to Altus Group …

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Union Square Advisors Serves as Exclusive Financial Advisor to NeoPhotonics in its Sale to Lumentum

Demonstrates Union Square Advisors’ continued track record in providing comprehensive advisory services to next generation optical networking companies On November 4, 2021, Union Square Advisors announced it served as the exclusive financial advisor to NeoPhotonics Corporation (NYSE: NPTN) (“NeoPhotonics”) in its definitive agreement with Lumentum Holdings Inc. (NASDAQ: LITE) (“Lumentum”) under which Lumentum will acquire …

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Union Square Advisors Serves as Exclusive Financial Advisor to Permira in its Strategic Investment in Motus

Demonstrates Union Square Advisors’ expertise in providing strategic advice to leading financial sponsors and industry leading software companies in the mobile workforce management space On October 6, 2021, Union Square Advisors announced it served as the exclusive financial advisor to Permira, the global private equity firm which backs leading, scaling, tech-enabled businesses, in its agreement …

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Union Square Advisors Serves as Exclusive Financial Advisor to Totango in its $100M Growth Investment led by Great Hill Partners

Demonstrates Union Square Advisors’ expertise in providing comprehensive advisory services to next generation data driven customer experience technology companies On September 29, 2021, Union Square Advisors announced it served as the exclusive financial advisor to Totango, the customer success leader in leveraging data to orchestrate and transform revenue experiences, in its $100 million in Series …

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Union Square Advisors Serves as Financial Advisor to Marlin Equity Partners in its Significant Growth Investment in ProcessUnity

Demonstrates Union Square Advisors’ expertise in providing strategic advice to leading financial sponsors and companies in the risk management and cybersecurity software sectors On September 28, 2021, Union Square Advisors announced it served as a financial advisor to Marlin Equity Partners (“Marlin”) in its majority-control, growth investment in ProcessUnity, a leading provider of third-party risk …

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Union Square Advisors Serves as Exclusive Financial Advisor to Tank Utility Inc. in its Sale to Generac

Demonstrates Union Square Advisors’ expertise in providing strategic M&A advice to leading disruptive, data-driven IoT technology companies On September 20, 2021, Union Square Advisors announced it served as an exclusive financial advisor to Tank Utility Inc. (“Tank Utility”), a provider of IoT propane tank monitoring that enables the optimization of propane fuel logistics in its …

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Union Square Advisors Serves as Capital Markets Advisor to Aspiration Partners, Inc. in its Merger with InterPrivate III Financial Partners

Demonstrates Union Square Advisors’ expertise in providing strategic capital markets advice to leading disruptive, high-growth financial technology companies On August 23, 2021, Union Square Advisors announced it served as a capital markets advisor to Aspiration Partners, Inc. (“Aspiration” or the “Company”), a global leader in Sustainability as a Service solutions for consumers and companies, in …

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Union Square Advisors Serves as Exclusive Financial Advisor to AuthenticID in its $100M Financing from Long Ridge Equity Partners

Demonstrates the strength of Union Square Advisors’ platform in providing comprehensive advisory and financing services to next generation innovators in Security and Software On July 22, 2021, Union Square Advisors announced it served as the exclusive financial advisor to AuthenticID, the leading provider of Identity Proofing solutions for large enterprises, in its $100 million minority …

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Union Square Advisors Serves as Exclusive Financial Advisor to DialogTech in its Sale to Invoca

Demonstrates Union Square Advisors’ continued track record in providing comprehensive advisory services to disruptive, AI-powered MarTech companies On May 24, 2021, Union Square Advisors announced it served as the exclusive financial advisor to DialogTech, an AI-powered call tracking and analytics solution for marketers, in its sale to Invoca, the leader in conversation intelligence for revenue …

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Union Square Advisors Serves as Exclusive Financial Advisor to InsideView in its Sale to Demandbase

Demonstrates Union Square Advisors’ expertise in providing comprehensive advisory services to disruptive data-powered enterprise software companies On May 4, 2021, Union Square Advisors announced it served as the exclusive financial advisor to InsideView, a leader in sales and marketing intelligence, in its sale to Demandbase. Demandbase also simultaneously announced its acquisition of DemandMatrix on May …

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Union Square Advisors Serves as Capital Markets and Strategic Advisor to Osprey Technology Acquisition Corp. in its Merger with BlackSky

Demonstrates Union Square Advisors’ expertise in providing strategic M&A and capital markets advice to leading Special Purpose Acquisition Companies On February 24, 2021, Union Square Advisors announced it served as a capital markets and strategic advisor to Osprey Technology Acquisition Corp. (“Osprey”), a special purpose acquisition company, in a definitive agreement for a business combination …

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Union Square Advisors Serves as Exclusive Financial Advisor to Fonteva in its Sale to Togetherwork

Demonstrates Union Square Advisors’ continued momentum in providing strategic M&A advice to leading enterprise software companies focusing in the events, customer experience and payments arenas On February 10, 2021, Union Square Advisors announced it served as exclusive financial advisor to Fonteva in its sale to Togetherwork, the leader in integrated software and payments for managing …

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Union Square Advisors Serves as M&A Advisor to The Gearbox Entertainment Company in its Merger with Embracer Group worth up to $1.3B

Demonstrates Union Square Advisors’ strength in providing comprehensive advisory services to disruptive, high-growth digital media companies On February 3, 2021, Union Square Advisors announced its leading role in advising The Gearbox Entertainment Company (“Gearbox”) in its merger with Embracer Group AB (“Embracer”). The transaction, which is worth up to $1.3B, also provides Gearbox with access …

Union Square Advisors Serves as M&A Advisor to The Gearbox Entertainment Company in its Merger with Embracer Group worth up to $1.3B Read More »

Union Square Advisors Serves as Exclusive Financial Advisor to Actifio in its Acquisition by Google

Demonstrates Union Square Advisors’ continued momentum in providing M&A advisory services to next-generation cloud solution providers On December 2, 2020, Union Square Advisors announced that it provided M&A advisory services to Actifio, which has entered into an agreement to be acquired by Google. Actifio provides backup and disaster recovery (DR)—offering customers the opportunity to protect …

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Union Square Advisors Serves as Lead Financial Advisor to Permira in its Investment in Clearwater Analytics

Demonstrates Union Square Advisors’ continued momentum in providing strategic advice to leading financial sponsors and companies in the enterprise software space On October 12, 2020, Clearwater Analytics, the market-leading SaaS provider of investment accounting and analytics, announced that it will receive a new investment led by investment firms Permira, Warburg Pincus, Dragoneer Investment Group and …

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Union Square Advisors Serves as Financial Advisor to Fastly Inc. in its Acquisition of Signal Sciences

Demonstrates Union Square Advisors’ continued momentum in providing strategic M&A advice to leading enterprise and security software companies On August 27, 2020, Fastly, Inc. (NYSE: FSLY), provider of an edge cloud platform, today announced that it has entered into a definitive agreement to acquire Signal Sciences (“Signal Sciences”), for approximately $775 million in cash and …

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Union Square Advisors Serves as Exclusive Financial Advisor to Sumeru Equity Partners in its $100M Investment in SocialChorus

Demonstrates Union Square Advisors’ Value-Add in Providing Comprehensive Advisory and Financing Services On July 15, 2020, SocialChorus, the leader in workforce communications SaaS, announced that Sumeru Equity Partners (SEP) — a growth-focused technology investment firm — along with existing investors, has led a $100 million investment in the company to accelerate growth and product innovation. …

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Union Square Advisors Serves as Exclusive Financial Advisor to Mondee in its Capital Raise led by TCW Group and Acquisition of Cosmopolitan Travel Service

Demonstrates Union Square Advisors’ value-add in providing comprehensive advisory and financing services to disruptive, high-growth software companies On February 11, 2020, Mondee Inc. announced the completion of the acquisition of Cosmopolitan Travel Service (CTS), leveraging a significant growth capital investment led by TCW Group and with participation by Morgan Stanley Expansion Capital. Union Square Advisors …

Union Square Advisors Serves as Exclusive Financial Advisor to Mondee in its Capital Raise led by TCW Group and Acquisition of Cosmopolitan Travel Service Read More »

Union Square Advisors Serves as Exclusive Financial Advisor to Big Switch Networks in its Sale to Arista Networks

Demonstrates Union Square Advisors’ continued momentum in providing strategic M&A advice to infrastructure software companies On February 13, 2020, Arista Networks announced the acquisition of Big Switch Networks, a network monitoring and SDN (Software Defined Networking) company. Arista Networks provides a complete and visionary cloud networking suite, with rich capabilities in all critical areas of …

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Union Square Advisors Serves as Financial Advisor to Permira in its Acquisition of a Majority Stake in Lytx

Demonstrates Union Square Advisors’ continued momentum in providing strategic advice to leading financial sponsors and companies in the technology space On January 8, 2020, Lytx Inc. and Permira, the global private equity firm, announced that a company backed by the Permira funds and co-investors have entered into a definitive agreement to acquire a majority stake …

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Union Square Advisors Serves as Exclusive Financial Advisor to InMoment in its Majority Sale to Madison Dearborn Partners

Demonstrates Union Square Advisors’ continued momentum in providing strategic M&A advice to disruptive software companies On May 15, 2019,  InMoment, a leader in customer experience management, announced that it has received a strategic growth investment from funds advised by Madison Dearborn Partners, LLC (“MDP”), a leading private equity firm based in Chicago. MDP has acquired …

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Union Square Advisors Serves as Exclusive Financial Advisor to Electric Cloud in its Sale to CloudBees

Demonstrates Union Square Advisors’ continued momentum in providing strategic M&A advice to disruptive software companies On April 18, 2019, CloudBees announced the acquisition of Electric Cloud, a market leader in continuous delivery and application release automation (ARA). This acquisition establishes CloudBees as the first provider of end-to-end continuous integration (CI), continuous delivery (CD), continuous deployment …

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Union Square Advisors Serves as Exclusive Financial Advisor to Thermopylae Sciences & Technology in its Sale to Hexagon AB

Demonstrates Union Square Advisors’ continued momentum in providing strategic M&A advice to disruptive software companies On February 25, 2019, Hexagon AB announced the signing of an agreement to acquire Thermopylae Sciences & Technology, a software provider primarily focused on the U.S. government and defense market that specializes in geospatial applications, mobile frameworks, and cloud computing …

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Union Square Advisors Serves as Exclusive Financial Advisor to Sailthru in its Sale to Campaign Monitor

Demonstrates Union Square Advisors’ continued momentum in providing strategic M&A advice to disruptive Software, Internet and MarTech companies On January 15, 2019, Campaign Monitor, a member of the CM Group, announced that it had acquired Sailthru, the leading cross-channel experience management platform for the world’s top retail and media companies. Based in New York City, …

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Union Square Advisors Serves as Exclusive Financial Advisor to Millennium Space Systems in its Sale to Boeing

Demonstrates Union Square Advisors’ continued momentum in providing superior advisory services to best-of-breed technology disruptors in highly strategic transactions On August 16, 2018, Boeing announced that it has signed a definitive agreement to acquire Millennium Space Systems, a provider of agile, flight-proven small-satellite solutions, that will expand Boeing’s satellite and space portfolio, talent and capabilities. …

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Union Square Advisors Serves as Exclusive Financial Advisor to Actifio in its $100 Million Private Capital Raise

Demonstrates Union Square Advisors’ continued momentum in providing broad-ranging advisory services to leading technology disruptors and next generation software and IT companies On August 7, 2018, Actifio, the world’s leading enterprise Data-as-a-Service (DaaS) software provider, announced it has raised $100 million in a financing round led by Crestline Investors and joined by North Bridge Venture …

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Union Square Advisors Serves as Exclusive Financial Advisor to SpringCM in its Sale to DocuSign

Union Square Advisors previously served as exclusive financial advisor to SpringCM in its $25 million Series E financing Demonstrates Union Square Advisors’ continued momentum in providing broad-ranging advisory services to leading technology disruptors and next generation software companies On July 31, 2018, DocuSign Inc. announced that it has signed a definitive agreement to acquire SpringCM, …

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Union Square Advisors Serves as Exclusive Financial Advisor to Centric Software in its Majority Stake Sale to Dassault Systèmes

Demonstrates Union Square Advisors’ continued momentum in providing strategic M&A advice to industry leading software companies innovating in Digital Transformation On June 14, 2018, Dassault Systèmes announced that it has entered into a definitive agreement to acquire a majority stake in Centric Software, a privately-owned industry market leader driving digital transformation with software innovation in …

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Union Square Advisors Serves as Exclusive Financial Advisor to Mattersight in its Sale to NICE

Demonstrates Union Square Advisors’ continued momentum in providing strategic M&A advice to publicly-held software companies On April 26, 2018, Mattersight Corporation, the pioneer in personality-based software applications, announced that it has entered into a definitive agreement to be acquired by an affiliate of NICE Ltd., the worldwide leading provider of both Cloud and on-premises enterprise …

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Union Square Advisors Serves as Exclusive Financial Advisor to Cedexis Inc. in its Sale to Citrix, Inc.

Demonstrates Union Square Advisors’ continued momentum in providing strategic M&A advice to disruptive IT Infrastructure and Software companies On February 12, 2018, Citrix announced that it has acquired Cedexis, a Portland, Oregon-based leader in internet traffic monitoring and management technology that optimizes application and content performance in a hybrid and multi-cloud environment. Cedexis offers real-time, …

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Union Square Advisors Serves as Exclusive Financial Advisor to Guidewire in its $275 Million Acquisition of Cyence

Demonstrates Union Square Advisors’ continued momentum in providing strategic M&A advice to industry leading software companies On October 5, 2017, Guidewire Software, Inc. and Cyence, Inc., announced that the companies have entered into a definitive agreement for Guidewire to acquire Cyence. “Cyence is an exceptional technology company that, like Guidewire, focuses on serving the strategic …

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Union Square Advisors Serves as Exclusive Financial Advisor to Kinvey in its Sale to Progress Software

Demonstrates Union Square Advisors’ continued momentum in providing strategic M&A advice to disruptive software companies On June 28, 2017, Progress Software announced it has acquired Kinvey, a privately-held company based in Boston and leader in Backend as a Service (BaaS) technology. This acquisition is a key part of the Progress strategy to provide the best platform …

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Union Square Advisors Serves as Exclusive Financial Advisor to Trace3 in its Transaction with H.I.G. Capital

Demonstrates Union Square Advisors’ continued strength in providing strategic advice to industry-leading digital transformation and next generation IT solutions providers On June 15, 2017, H.I.G. Capital announced a strategic investment in Trace3, a leading digital transformation and IT solutions provider to medium- and large-sized enterprise clients. Since its founding in 2002, Trace3 has established a …

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Union Square Advisors Serves as Exclusive Financial Advisor to Riversand Technologies in its $35 Million Private Capital Raise

Demonstrates Union Square Advisors’ continued strength in providing insight and quality strategic advice to leading infrastructure software companies across M&A and financings On June 5, 2017, Riversand Technologies (“Riversand”), a visionary in Master Data Management (“MDM”) and a leader in Product Information Management solutions, announced that it has completed a $35 million Series A round …

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Union Square Advisors Serves as Exclusive Financial Advisor to SpringCM in its $25 Million Private Capital Raise

Demonstrates Union Square Advisors’ continued strength in providing insight and quality strategic advisory services to leading technology companies across a variety of transaction types On February 9, 2017, SpringCM, a leading cloud-based document and sales contract management software provider, announced that it has completed a $25 million Series E round of financing from Crestline Investors, …

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Union Square Advisors Serves as Exclusive Financial Advisor to Skyview Capital in its Sale of Syncplicity to Axway

Demonstrates Union Square Advisors’ continued strength in providing strategic advice to financial sponsors and industry-leading enterprise software companies in domestic and cross-border transactions On February 22, 2017, Axway (Euronext AXW.PA), announced the acquisition of Syncplicity, a leading enterprise file sync and share (EFSS) solution that provides tools for secure collaboration, from Skyview Capital. Skyview Capital …

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Union Square Advisors Serves as Exclusive Financial Advisor to Aryaka in its $45 Million Series D Private Capital Raise

Demonstrates Union Square Advisors’ continued strength in providing superior transaction advice to leading technology companies seeking significant growth funding On January 23, 2017, Aryaka, the leading global SD-WAN provider, announced that it has completed a $45 million Series D round of financing. The investment, led by Third Point Ventures, adding new investor Deutsche Telekom Capital …

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Union Square Advisors Serves as Exclusive Financial Advisor to Lionbridge Technologies in its Proposed $360 million Sale to H.I.G. Capital

Demonstrates Union Square Advisors’ continued strength in advising leading technology companies on their most important, industry-defining transactions On December 12, 2016, Lionbridge Technologies, Inc. announced that it has signed a definitive agreement to be acquired by an affiliate of H.I.G. Capital, LLC (“H.I.G.”), a leading global private equity investment firm. Under the terms of the …

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Union Square Advisors Serves as Exclusive Financial Advisor to Interactive Intelligence in its Proposed $1.4 billion Sale to Genesys

Demonstrates Union Square Advisors’ continued strength in advising leading technology companies on the most important, industry-defining transactions On August 31, 2016, Genesys (www.genesys.com) announced that it has entered into a definitive agreement to acquire Interactive Intelligence (Nasdaq: ININ) (www.inin.com) for $60.50 per share in cash. The proposed transaction has a total equity value of approximately …

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Union Square Advisors Serves as Exclusive Financial Advisor to Guidewire Software in its Acquisition of FirstBest Systems

Demonstrates Union Square Advisors’ continued strength in providing unique insights and strategic advice to leading players in the enterprise software market On August 4, 2016, Guidewire, a provider of software products to property/casualty (P&C) insurers, announced that it has agreed to acquire FirstBest Systems, a provider of underwriting management systems to P&C insurers. With this …

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Union Square Advisors Serves as Exclusive Financial Advisor to Olapic in its Sale to Monotype

Demonstrates Union Square Advisors’ continued strength in providing strategic advice and transaction expertise to leading software and digital marketing companies On July 21, 2016, Monotype, a leader in helping to empower expression and engagement through type, technology and expertise, announced the intent to acquire Olapic for approximately $130 million. Olapic’s Earned Content Platform helps brands collect, …

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Union Square Advisors Serves as Exclusive Financial Advisor to H.I.G. Capital in its Acquisition of Quicken from Intuit

Demonstrates Union Square Advisors’ continued strength in providing unique insights and strategic advice to leading technology companies and financial sponsors On April 5, 2016, H.I.G. Capital announced that it had acquired Quicken, a leading provider of personal financial management software products, from Intuit Inc. H.I.G. Capital is a leading global private equity firm with $19 …

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Union Square Advisors Serves as Exclusive Financial Advisor to Guidewire Software in its Acquisition of EagleEye Analytics

Demonstrates Union Square Advisors’ continued strength in providing unique insights and strategic advice to leading players in the enterprise software market On March 29, 2016, Guidewire, a provider of software products to Property/Casualty insurers, announced that it has agreed to acquire EagleEye Analytics, a provider of SaaS-based predictive analytics products specifically designed for Property/Casualty insurers. …

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Union Square Advisors Serves as Exclusive Financial Advisor to Boardvantage in its $200 Million Sale to Nasdaq

Demonstrates Union Square Advisors’ continued strength in providing unique insights to leading players in the enterprise SaaS market On March 21, 2016, Boardvantage announced that it had entered into a definitive agreement to be acquired by Nasdaq, a provider of securities and public company technology and services, in a transaction valued at $200 million in …

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Union Square Advisors Serves as Financial Advisor to LegalZoom in its Acquisition of Beaumont Legal

Demonstrates Union Square Advisors’ momentum in Internet M&A and providing high-quality strategic advisory services to leading online companies On December 7, 2015, LegalZoom Legal Services Ltd (‘LegalZoom UK’), announced that it has entered into an agreement to acquire Beaumont Legal.  Beaumont Legal is an award-winning law firm based in Wakefield, Yorkshire, with over 200 years …

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Union Square Advisors Serves as Exclusive Financial Advisor to Workfront in its Acquisition of ProofHQ

Demonstrates Union Square Advisors’ strong momentum in the cloud software arena, as well as the quality of its strategic M&A advisory services provided to leading technology companies July 22, 2015 – Workfront, the leading provider of cloud-based Enterprise Work Management solutions, has acquired the global leader in online proofing, ProofHQ. The acquisition of ProofHQ expands …

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Union Square Advisors Serves as Financial Advisor to Permira in the $925 million Acquisition of eBay Enterprise from eBay

Demonstrates Union Square Advisors’ strong momentum in software M&A and in providing high-quality strategic advisory services to leading financial sponsors On July 16, 2015, Permira, an international private equity firm, announced that it, along with Sterling Partners, Longview Asset Management, and the Innotrac Corporation, has entered into a definitive agreement to acquire eBay Enterprise from …

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Union Square Advisors Serves as Financial Advisor to Vista Equity Partners in its Proposed Acquisition of a Majority Stake in Mediaocean

Demonstrates Union Square Advisors’ core competence in software and digital media technologies, as well as the quality of its strategic M&A advisory services provided to leading technology companies and financial sponsors On June 29, 2015, Vista Equity Partners, a leading private equity firm focused on software, data, and technology-enabled businesses, agreed to buy a majority …

Union Square Advisors Serves as Financial Advisor to Vista Equity Partners in its Proposed Acquisition of a Majority Stake in Mediaocean Read More »

Union Square Advisors Serves as Financial Advisor to Permira and CPP Investment Board in its Proposed $5.3BN Acquisition of Informatica

Union Square Advisors Serves as Financial Advisor to Permira and CPP Investment Board in their Proposed $5.3 billion Acquisition of Informatica – the Largest LBO Announced To Date in 2015, and the Largest Technology LBO Announced Since 2013 Demonstrates Union Square Advisors’ continued strength and momentum in advising on industry-defining enterprise software transactions On April …

Union Square Advisors Serves as Financial Advisor to Permira and CPP Investment Board in its Proposed $5.3BN Acquisition of Informatica Read More »

Union Square Advisors Serves as Exclusive Financial Advisor to onTargetjobs in its Sale to Dice Holdings and Jobing.com

Demonstrates Union Square Advisors’ continued strength in providing insight to leading Vertical Digital Media companies and proficiency in successfully executing complex transactions Union Square Advisors LLC is pleased to announce that onTargetjobs, Inc., a leading digital recruiting solution, has sold its various business units to Dice Holdings and Jobing.com. Dice Holdings has acquired the HEALTHeCAREERS, …

Union Square Advisors Serves as Exclusive Financial Advisor to onTargetjobs in its Sale to Dice Holdings and Jobing.com Read More »

Union Square Advisors Serves as Exclusive Financial Advisor to InterAct911 in its Sale to Harris Computer, a Subsidiary of Constellation Software

Demonstrates Union Square Advisors’ core competence in cloud software technology, as well as the quality of its strategic M&A advisory services provided to leading technology companies Union Square Advisors LLC is pleased to announce that InterAct911 Corporation (“InterAct911”), a privately held software provider that supports dispatchers, incident responders and correctional officers, has agreed to be …

Union Square Advisors Serves as Exclusive Financial Advisor to InterAct911 in its Sale to Harris Computer, a Subsidiary of Constellation Software Read More »

Union Square Advisors Serves as Exclusive Financial Advisor to Seven Lakes Technologies in its $20MM Series A Private Capital Raise

Demonstrates Union Square Advisors’ continued strength in providing insight and quality strategic advisory services to leading technology companies across a variety of transaction types On March 3, 2015, Seven Lakes Technologies, a leading developer of innovative enterprise software and solutions for the Oil & Gas Exploration & Production sector, announced that it has completed a …

Union Square Advisors Serves as Exclusive Financial Advisor to Seven Lakes Technologies in its $20MM Series A Private Capital Raise Read More »

Union Square Advisors Serves as Exclusive Financial Advisor to Demiurge Studios in its Sale to SEGA Networks

Demonstrates Union Square Advisors’ expertise in the gaming sector and continued strength in providing insight and quality strategic advisory services to digital media companies Union Square Advisors LLC is pleased to announce that on February 18, 2015, Demiurge Studios, Inc., a privately held game development studio that makes mobile, console, and PC games, has agreed …

Union Square Advisors Serves as Exclusive Financial Advisor to Demiurge Studios in its Sale to SEGA Networks Read More »

Union Square Advisors Serves as Exclusive Financial Advisor to RainStor in its Sale to Teradata

Demonstrates Union Square Advisors continued strength in providing insight and quality strategic advisory services to disruptive, emerging Cloud and Big Data companies On December 17, 2014, Teradata Corp. (NYSE: TDC) announced the acquisition of RainStor, a privately held company specializing in big data archiving on Hadoop. The combination of Teradata and San Francisco-based RainStor builds …

Union Square Advisors Serves as Exclusive Financial Advisor to RainStor in its Sale to Teradata Read More »

Union Square Advisors Serves as Financial Advisor to Vista Equity Partners in its Proposed $4.3 billion Acquisition of TIBCO Software; the Largest Technology LBO to date in 2014

Demonstrates Union Square Advisors’ core competence in infrastructure and application software technology, as well as the quality of its strategic M&A advisory services provided to leading technology companies and financial sponsors The proposed transaction is valued at approximately $4.3 billion, including assumption of net debt. Under the terms of the agreement, TIBCO stockholders will receive …

Union Square Advisors Serves as Financial Advisor to Vista Equity Partners in its Proposed $4.3 billion Acquisition of TIBCO Software; the Largest Technology LBO to date in 2014 Read More »

Union Square Advisors Serves as Exclusive Financial Advisor to Lionbridge in its Acquisition of CLS Communication

Demonstrates Union Square Advisors continued strength in providing insight and quality strategic advisory services to leading technology companies On November 10, 2014, Lionbridge Technologies, Inc. (Nasdaq: LIOX) announced a definitive agreement to acquire CLS Communication, a privately held provider of translation solutions to clients in the financial services, industrial, public sector and life sciences markets. …

Union Square Advisors Serves as Exclusive Financial Advisor to Lionbridge in its Acquisition of CLS Communication Read More »

Union Square Advisors Serves as Exclusive Financial Advisor to Permira in its Acquisition of Metalogix

Demonstrates Union Square Advisors continued strong momentum in providing tailored, high-quality strategic advisory services to leading technology companies and financial sponsors On October 30, 2014, Permira, an international private equity firm, announced that it has entered into a definitive agreement to acquire Metalogix, a leading provider of trusted management tools for mission-critical collaboration platforms, including …

Union Square Advisors Serves as Exclusive Financial Advisor to Permira in its Acquisition of Metalogix Read More »

Union Square Advisors Serves as Financial Advisor to Siris Capital Group in its Proposed $840 million Acquisition of Digital River

Demonstrates Union Square Advisors’ continued strong momentum in providing high-quality strategic advisory services to leading technology companies and financial sponsors On October 23, 2014, Digital River, a leading global provider of Commerce-as-a-Service solutions, announced that it had entered into a definitive merger agreement to be acquired by an investor group led by Siris Capital Group, …

Union Square Advisors Serves as Financial Advisor to Siris Capital Group in its Proposed $840 million Acquisition of Digital River Read More »

Union Square Advisors Serves as Exclusive Financial Advisor to Cloudant in its Sale to IBM

Demonstrates Union Square Advisors’ continued strength in providing insight to disruptive, emerging Cloud, Big Data and Mobility companies Union Square Advisors LLC is pleased to announce that Cloudant, Inc., a privately held database-as-a-service (DBaaS) provider that enables developers to easily and quickly create next generation mobile and web apps, has agreed to be acquired by …

Union Square Advisors Serves as Exclusive Financial Advisor to Cloudant in its Sale to IBM Read More »

Union Square Advisors Serves as Exclusive Financial Advisor to Guidewire Software in its Acquisition of Millbrook, Inc.

Demonstrates Union Square Advisors’ continued strength in providing unique insights to leading players in the enterprise software market Union Square Advisors LLC is pleased to announce that Guidewire Software has acquired Millbrook, Inc. Millbrook provides a portfolio of data management and business intelligence products to Property/Casualty insurers. The addition of Millbrook’s technology will enable Guidewire’s …

Union Square Advisors Serves as Exclusive Financial Advisor to Guidewire Software in its Acquisition of Millbrook, Inc. Read More »

Union Square Advisors Serves as Exclusive Financial Advisor to ParAccel in its Acquisition by Actian

Demonstrates Union Square Advisors’ continued strength in providing insight to leading players in the Big Data and Analytics markets Union Square Advisors LLC is pleased to announce that ParAccel has been acquired by Actian. ParAccel’s high performance analytic database has been adopted by leading companies worldwide across a broad range of industries, including Amazon.com, Microstrategy, …

Union Square Advisors Serves as Exclusive Financial Advisor to ParAccel in its Acquisition by Actian Read More »

Union Square Advisors Serves as Financial Advisor to VMware in its Creation of the Pivotal Initiative with EMC

Extends Union Square Advisors’ leadership in offering deep industry insights and intelligence to the world’s established technology leaders Union Square Advisors LLC is pleased to announce that VMware and EMC have combined forces to create the Pivotal Initiative, a next-generation provider of Cloud and Data Analytics solutions. Union Square Advisors served as financial advisor to …

Union Square Advisors Serves as Financial Advisor to VMware in its Creation of the Pivotal Initiative with EMC Read More »

Union Square Advisors Serves as Exclusive Financial Advisor to Tealeaf Technology, Inc. in its Proposed Acquisition by IBM

Extends Union Square Advisors’ leadership in bringing together exciting high-growth companies and the world’s established technology leaders Union Square Advisors LLC is pleased to announce that IBM has agreed to acquire Tealeaf Technology. Union Square Advisors served as the exclusive financial advisor to the Board of Directors of Tealeaf regarding the sale. The transaction was …

Union Square Advisors Serves as Exclusive Financial Advisor to Tealeaf Technology, Inc. in its Proposed Acquisition by IBM Read More »

Union Square Advisors Serves as Exclusive Financial Advisor to DemandTec in its Proposed Acquisition by IBM

Union Square Advisors LLC is pleased to announce that DemandTec has agreed to be acquired by IBM in a transaction with an equity value of approximately $500 million. Union Square Advisors LLC is acting as exclusive financial advisor to DemandTec in this transaction, which was announced on December 8, 2011 and is subject to regulatory …

Union Square Advisors Serves as Exclusive Financial Advisor to DemandTec in its Proposed Acquisition by IBM Read More »

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