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

Union Square Advisors is honored to partner with leading charitable organizations in active support of our communities. The firm believes in corporate responsibility and community investment which is a vital part of who we are.

Below is a list of the organizations we support. Click on a logo below to learn more about the individual charity.

Echoing Green

Echoing Green is a global non-profit that supports socially impactful entrepreneurs through fellowships, seed-stage funding, and strategic guidance.

Bob Woodruff Foundation

The Bob Woodruff Foundation is a non-profit organization that supports impacted military service members, veterans, and their families after they have returned home.

VOWS (Veterans on Wall Street)

VOWS is dedicated to facilitating careers and business opportunities in the financial services industry for current and former members of the military.

San Francisco Zoo & Gardens

Home to over 2,000 exotic, endangered and rescued animals, the San Francisco Zoo is designed with the underlying belief that nature-focused interaction leads to conservation action.

The Opportunity Network

OppNet provides resources and support on the path to college for diverse and typically under-resourced communities to address inequitable structures of access in higher education.

Raphael House

Raphael House is a shelter in San Francisco that provides low-income families struggling with homelessness transitional housing and support programs.

Pancreatic Cancer Action Network

PanCAN is a charity fund that provides patient and caregiver support, conducts community outreach and advocates for increased research for those affected by pancreatic cancer.

International Rescue Committee

The IRC aids people affected by humanitarian crises to survive, recover, and rebuild in over 40 countries throughout Europe and the Americas.

Translators Without Borders

TWB is a non-profit that provides translation services for humanitarian relief non-profits and other social impact organizations operating in hundreds of countries around the world.

Robert F. Kennedy Center for Justice & Human Rights

Robert F. Kennedy Human Rights is a non-profit human rights advocacy organization led by attorneys, advocates, entrepreneurs, and writers dedicated to a more peaceful world.

Dana-Farber Cancer Institute

Dana-Farber Cancer Institute is a treatment and research institution and the 3rd ranked cancer hospital in the world. Its principal charity is The Jimmy Fund.

Saint Francis Foundation

Saint Francis Foundation raises funds and make grants to support the operations of Saint Francis Memorial Hospital to better serve its patients and community

The Jimmy Fund

The Jimmy Fund is a community-based fundraising organization that uses donations to help save lives and reduce costs of cancer for patients and their families.

Meals on Wheels America

Meals on Wheels America addresses senior isolation and hunger by delivering nutritious meals and wellness checks in over 5,000 communities across the United States.

Hearts in SF

Hearts in San Francisco is an annual public art installation that raises money for the San Francisco General Hospital Foundation.

Benefits

Health and Family Support

We have generous benefits including Health Insurance, 401K, and Paid Family Leave. In addition, we support flexible work arrangements to help balance last minute needs.

Flexible Work From Home

As we return to the office, we recognize the advantages for some hybrid workplace flexibility while appreciating the benefits of the structure and support of a traditional workplace.

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

The Internship program at Union Square Advisors offers candidates the unparalleled opportunity to gain deep domain expertise in M&A and capital raising in the technology sector. Interns, or “Summer Analysts” will have the opportunity to support teams on live deals through both quantitative and qualitative assignments, along with performing in-depth industry and company-specific research.

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

Analysts at Union Square Advisors gain a deep domain expertise in M&A and capital raising in the technology sector. Dependent upon experience, Analysts will have the opportunity to support teams on live deals through both quantitative and qualitative assignments, along with performing in-depth industry and company-specific research.

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.

Time: Friday, December 9th, 2021
Location:
Virtual

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Time: Tuesday, December 13th, 2022
Location:
Virtual

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Time: Monday, February 7th, 2021
Location:
Virtual

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Time: Wednesday, February 23rd, 2022
Location:
Virtual

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Time: Monday, March 7th, 2022
Location:
Virtual

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Time: Wednesday, March 16th, 2022
Location:
Virtual

Closed

Time: Monday, April 12th, 2022
Location:
Virtual

Closed
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USA Alma Maters

Baruch College
Bates College
Boston College
Boston University School of Management
Brigham Young University
Brown University
California State Polytechnic University
Columbia University Business School
Dartmouth College
Drexel University
Elon University
Duke University, Fuqua School of Business
Georgetown
Hamilton College
IE Business School
Middlebury College
Northwestern University
Pennsylvania State University
Cornell University, SC Johnson College of Business
Massachusetts Institute of Technology, Sloan School of Management
Stanford University, Graduate School of Business

State University of New York Oswego
New York University, Stern School of Business
Tulane University
University of California Berkeley, Haas School of Business
University of California Los Angeles, Anderson School of Management
University of California Riverside
University of California San Diego
University of California Santa Barbara
University of Chicago, Booth School of Business
University of Delaware
University of Mumbai
University of Notre Dame
University of Pennsylvania, Wharton School of Business
University of San Francisco
University of Southern California
University of Texas, McCombs School of Business
University of Virginia, Darden School of Business
University of Wisconsin
Vanderbilt University
Villanova University School of Business
Yale University

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