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

Will Andereck

Phillip Kim

Mike Meyer

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

This department focuses on gathering, processing, and interpreting data to support decision-making and strategic initiatives.

Data Analysis

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

This department focuses on establishing and nurturing strategic partnerships to enhance business growth and collaboration.

Partnership Development

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

AI Strategy

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

Union Square Advisors

Org chart

Board & advisors

Teams

Investment Banking

Data Analysis

Corporate Strategy

Partnership Development

AI Strategy

Executive Leadership

Offices

Union Square Advisors

Org chart

Board & advisors

Teams

Investment Banking

Data Analysis

Corporate Strategy

Partnership Development

AI Strategy

Executive Leadership

Offices

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