Union Square Advisors LLC

Co-founder and President with over 30 years of technology investment banking experience, having executed transactions worth tens of billions and worked with major tech companies and financial sponsors.

Partner with over 22 years of M&A advisory experience focused on technology, managing public and private transactions including sell-sides, buy-sides, and cross-border deals.

CEO and Partner with 30+ years in leveraged finance and global credit, having overseen over $200 billion in capital solutions transactions with major financial sponsors.

COO and Partner with 30+ years of investment banking experience executing over $200 billion in technology M&A, particularly in software, enterprise IT, and financial technology sectors.

Partner with 15+ years of M&A and capital advisory experience in technology, specializing in MarTech, SalesTech, Contact Center, and HCM/Talent Management markets.

Managing Director combining over 30 years of Silicon Valley entrepreneurial and executive experience with M&A advisory, having led exits in Infrastructure SaaS, Security, and Enterprise AI.

Managing Director with over 18 years of investment banking experience focused on executing public and private company M&A and private placements within the technology sector.

Managing Director with 18+ years advising on M&A, equity and debt financing transactions exceeding $100 billion, specializing in vertical market software and payments sectors.

Director with 9+ years of sell-side and buy-side M&A advisory experience, specializing in vertical software companies with focus on GovTech, Public Safety, and MarTech markets.

Business Management Associate with prior human resources experience at The Federal Reserve Bank of New York and other financial institutions, holding degrees in Economics and HR Management from Rutgers University.

Analyst who previously interned with the firm, holding degrees in Industrial Engineering and a certificate in Financial Economics from Northwestern University.

Head of AI Strategy with experience as a search fund entrepreneur and director at a software holding company, and former role at BlackRock partnering with major institutional investors.

Analyst who previously interned with the firm, holding a degree in Quantitative Economics & Econometrics with a mathematics minor from Dickinson College.

Analyst with prior experience at Splunk, holding degrees in Business and Engineering from Drexel University and with Olympic rowing achievements.

Analyst with prior internship experience at Citizens Bank's digital infrastructure M&A team, holding degrees in Economics and Statistics from Duke University.

Associate with prior experience at Needham & Company, holding a degree in History and Economics from Brown University.

Junior Analyst with prior experience at Finsie, an early-stage fintech startup, holding degrees in Economics from Princeton University and a business certificate from UC Berkeley.

Analyst with prior internship experience at Woodside Capital Partners' technology coverage group, holding a degree in Finance from San Diego State University.

Analyst who previously interned with the firm, holding degrees in Finance and Computer Science from Rutgers University.

Associate with prior experience at Lazard in the technology group, holding degrees in Mathematics and Economics with a computer science concentration from Boston University.

Chief Administrative Officer with nearly 20 years of experience overseeing strategic initiatives, business operations, and human resources, having held similar roles at Barclays Capital and Lehman Brothers.

Associate who previously interned with the firm, holding a degree in Economics from Middlebury College.

Analyst with a degree in Business Administration from UC Berkeley's Haas School, having competed for the Cal Men's Division-1 Rowing team.