Union Square Advisors is a leading technology-focused investment bank that works with clients on their most important strategic transactions

Banking

Union Square Advisors

Union Square Advisors' headquarters in San Francisco, CA, United States

Edward R. Smith

Terry Jackson

Su Mei Chen

Mark Villanueva

Jon Shalowitz

Zeke Navar

Skip Glass

Harriet Britt

Todd Holman

Will Andereck

Phillip Kim

Mike Meyer

Andrew Samett

Carter McClelland

The Investment Banking team at Union Square Advisors provides expert advisory services to technology sector clients, focusing on mergers and acquisitions, capital raising, and strategic partnerships. Comprised of analysts and associates, the team conducts financial analysis, builds valuation models, and prepares presentation materials, ensuring clients receive actionable insights for their critical transactions.

Investment Banking

The Corporate Strategy team at Union Square Advisors plays a pivotal role in guiding clients through complex strategic transactions across the technology sector. They leverage their extensive industry expertise to analyze market trends, provide insightful advisory services, and develop tailored strategies that align with clients' long-term goals, ensuring successful execution of mergers, acquisitions, and other critical initiatives.

Corporate Strategy

The Leadership Team at Union Square Advisors plays a pivotal role in guiding the strategic direction of the firm, overseeing key operational functions, and ensuring compliance with industry regulations. Comprising experienced professionals in mergers and acquisitions, technology sectors, and compliance, this team collaborates to drive successful transactions and foster client relationships, ultimately enhancing the firm's reputation as a trusted advisor in the technology investment banking landscape.

Leadership Team

This department is responsible for overseeing the strategic direction and overall management of the organization.

Executive Leadership

This department focuses on developing and implementing strategies related to artificial intelligence initiatives.

AI Strategy

The Mergers & Acquisitions team at Union Square Advisors specializes in advising technology companies on strategic transactions, including mergers, acquisitions, and divestitures. Leveraging deep industry knowledge and market insights, the team works collaboratively to identify opportunities, structure deals, and guide clients through the complexities of the M&A process, ensuring alignment with their long-term business objectives.

Union Square Advisors

Org chart

Board & advisors

Teams

Investment Banking

Corporate Strategy

Leadership Team

Executive Leadership

AI Strategy

Mergers & Acquisitions

Offices

Union Square Advisors

Org chart

Board & advisors

Teams

Investment Banking

Corporate Strategy

Leadership Team

Executive Leadership

AI Strategy

Mergers & Acquisitions

Offices

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