Union square

Union Square Advisors celebrates its 15th anniversary

Unveils new logo and website reflecting company growth and expansion

NEW YORK and SAN FRANCISCO, September 26, 2022 /PRNewswire/ — Union Square Advisors, a leading technology-focused investment bank, celebrates the 15e anniversary after a record year of transactions, revenue growth, service expansion and increased headcount.

Founded in 2007 by investment banking veterans Carter McClelland and Ted Smith, Union Square Advisors works with leading public and private technology companies, as well as private equity, credit and venture capital firms that invest in the technology landscape. To meet all client needs and diversify the company’s expertise, Union Square Advisors has expanded its employee base, including the recent hire of a Managing Director Erich Fritzwhich spans the AIoT and Industrial Technology verticals.

The firm has acted as M&A and capital markets advisor to a wide variety of clients spanning the technology sector, including those in enterprise software + SaaS, AI, IoT, cybersecurity and IT from health. Since its inception, the team has advised over 160 transactions, exceeding $115 billion in total value. Some of the company’s recent transactions include the Mondee/ITHAX SPAC, the sale of NeoPhotonics to Lumentum, the acquisition of Glitch by Fastly, the sale of Eversight to Instacart, and the capital raise of Aspiration from Oaktree. and Steve Ballmer.

“Since day one, our team has been deeply committed to providing the highest quality of service to our clients and advising them on their largest and most complex transactions,” said Carter McClelland, president and co-founder of Union Square Advisors. “I’m so proud of the persistence and dedication we’ve shown to the technology industry and the customers we serve, and how our business has thrived and grown over the past fifteen years.”

To meet client demand and changing market dynamics, Union Square Advisors expanded its capital markets advisory business in 2019, which specializes in providing financing solutions to private equity and businesses, including fund and equity raising, private placements, capital structure optimization and special situations. . The company hired a 30-year industry veteran Michael Meyer to lead the Capital Markets business, which advised over 30 financings totaling $6.8 billion in financing value.

Under Meyer’s leadership, the Capital Markets business became Union Square Advisors’ fastest growing service offering, and the team grew significantly. Over the past two years, the company has hired several senior capital markets executives, including the Managing Director Michael Moore and vice president Jono Peters.

In recognition of the company’s evolution, growth trajectory, and recognition of its 15th anniversary, Union Square Advisors today unveiled a redesign of its logo and website. Design-wise, the new logo with the overlapping three-dimensional squares is intended to reflect the three businesses that make up Union Square Advisors’ advisory services: Mergers & Acquisitions, Capital Markets and Investment Banking.

“Our refreshed brand and new website not only reflect where we’ve been, but where we’re going – they reflect not only our commitment to our customers and our diverse offerings, but also our people and our culture,” said said Jennifer HallahanMarketing Director at Union Square Advisors.

“Looking back on the past fifteen years, we’ve made tremendous strides in relentlessly leveraging our decades of technology industry experience and leadership to help our customers achieve superior results while navigating dynamic markets and in unprecedented times,” said Ted Smith, President, Co-Founder and Partner at Union Square Advisors. “And we’re just getting started!”

About Union Square Advisors

Union Square Advisors is a leading technology-focused investment bank providing strategic M&A advice and execution, private equity financing and debt capital markets advisory services. Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with leading public and private technology companies, private equity firms, venture capital firms, and family offices. Our expertise covers many aspects of the technology landscape, including enterprise software and infrastructure, FinTech, healthcare IT, Internet + digital media, e-commerce, consumer software, AIoT and industrial technology and other key segments. Since its inception, Union Square Advisors has advised over 160 strategic transactions, valued at more than $115 billion. For more information, please visit http://www.usadvisors.com.

Media Contact:
Anouchka Singh
Prosek Partners for Union Square Advisors
[email protected]

SOURCE Union Square Advisors