Join Our Team
We are proud of our firm’s reputation for attracting and retaining smart, insightful, and hardworking people who are focused on positive outcomes for our clients – and each other. In addition to working with an incredibly bright and talented team, our culture is affable and supportive. This culture was established by our founders and is fundamental and deep-seated in our every day.
Our Five Cornerstones
Experience: A Superior Team
Great teams deliver great results. Our team is led by former heads of the world’s leading 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.
Insight: 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.
Focus: 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.
Access: 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.
Entrepreneurism: 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.
Life at USA
#CultureMatters
TED SMITH, PRESIDENT
It was 15 years ago when, together with my partner Carter McClelland, we founded Union Square Advisors. In fact, we wrote the business plan for the firm – from scratch! – right on my kitchen table.
Our founding principles included a sincere belief in entrepreneurism, doing great advisory work with and across from successful technology companies, all while working with collaborative and respectful colleagues who believe that #CultureMatters.
“Today, our success is palpable, as we continue to punch way above our weight class in terms of transaction size and influence. These achievements are a direct result of our founding principles and a team of incredibly bright, talented and determined colleagues along the way. And we are just getting started!”
From the beginning, we knew that finding, attracting and retaining diverse talent would be critical to the firm’s success – as it leads to stronger teams and better business outcomes. This approach to talent is applied at all levels of hiring from our most junior summer analysts to the most senior bankers in our ranks.
“As we look ahead to the next 15 years, culture will remain a critical focus of our firm and our success. #CultureMatters”
Today, our success is palpable, as we continue to punch way above our weight class in terms of transaction size and influence. These achievements are a direct result of our founding principles and a team of incredibly bright, talented and determined colleagues along the way. And we are just getting started!
As we look ahead to the next 15 years, culture will remain a critical focus of our firm and our success. If this perspective rings true to you, I encourage you to apply to an open role where your skills align.
Faces of USA
Diversity and Inclusion
We are a collaborative team, and strive to create a workplace where diversity and inclusion is not only core to our culture, but emphasized as it leads to better outcomes for colleagues, clients, and partners. It is a great focus of our recruiting efforts and talent development.
We are proud to support leading diverse professional organizations to foster greater inclusion in the financial services sector.
Community
Below is a list of the organizations we support. Click on a logo below to learn more about the individual charity.
Echoing Green
Bob Woodruff Foundation
VOWS (Veterans on Wall Street)
San Francisco Zoo & Gardens
The Opportunity Network
Raphael House
Pancreatic Cancer Action Network
International Rescue Committee
Translators Without Borders
Robert F. Kennedy Center for Justice & Human Rights
Dana-Farber Cancer Institute
Saint Francis Foundation
The Jimmy Fund
Meals on Wheels America
Hearts in SF
Minds Matter
Global:SF
Benefits
Health and Family Support
Flexible Work From Home
-
Interns & Full Time Analysts
- Interning at USA
- Summer Analyst Program
- What to expect
- Full-time Analyst Program
Interning at USA
by Caroline Dunleavy
As a Summer Analyst at Union Square Advisors, I had the opportunity to develop strong relationships with mentors and leaders at the firm, participate and learn as a member of various deal teams, and develop knowledge and understanding of the technology and software landscapes. Additionally, I produced an intern project that included an investment thesis of a potential leveraged buyout target. Although my internships were just ten weeks, I experienced tremendous professional and personal growth. I felt the strong sense of team that is unique and special to USA.
A highlight of my internships was the guidance that I received from firm leaders through USA’s mentor program. Being paired with a junior and senior mentor enabled me to learn about their experiences at various career stages and gain insights on day-to-day life as an analyst. I benefited from big-picture career advice from people who had been in my position. They truly wanted to see me succeed and reflected USA’s supportive team environment.
Summer Analysts at USA are given real responsibilities on deal teams and are treated as valued members of the firm. I am grateful to return as a full-time analyst and continue to learn and grow alongside the USA team. Summer Analyst Program
What to Expect
We use a comprehensive review process to discover and procure top talent from Colleges and Universities across the globe. This is a competitive program that offers an unparalleled experience to undergraduate students.
Discover USA
We believe the best talent can come from any background and that diversity of perspectives, expertise, and insights make us better as a firm. We encourage candidates to get to know our firm and members of our team even before beginning the interview process.
Apply
Apply to the Summer Analyst position at Union Square Advisors via Handshake or the “Search and Apply” button. We review each application thoroughly, including the short essay responses.
Initial Phone Screen
Upon review of your application, we will reach out to select candidates for a phone conversation to get to know you beyond your resume and essay responses. We will also take the time to review your interest, skills and experience as it relates to Finance and Technology.
First and Final Round Interviews
Following a successful Initial Phone Screen, you can expect to interview 4-5 members of our senior team in person or via video conference. These interviews are more in depth in terms of testing skills and knowledge. These interviews are also used to determine how you as a candidate may fit and succeed within Team USA.
Offer Letter
Following the Final Round of interviews and assurance of mutual fit, a member of the senior team will extend a formal Offer Letter into our Summer Analyst Program.
Orientation
When you arrive the following summer, you will begin a two week long Orientation Program to sharpen the skills required to be a standout junior banker. Everything from communication best practices to thorough financial modeling skills are covered during this period. Social events are scheduled as well, to get to know fellow members of Union Square Advisors and integrate into the culture of our firm.
Full Time Analyst Program
Events
We offer a number of virtual recruiting events for college undergraduates to connect and learn more about Union Square Advisors, our colleagues and culture.
