Union Square Advisors LLC

Partner, co-founder, and President of Union Square Advisors with over 30 years of experience advising major technology companies; previously headed global software investment banking at Credit Suisse and began his career at Morgan Stanley.

CEO, Partner, and Head of Capital Solutions with 30+ years in leveraged finance and global credit; previously Head of Global Credit and U.S. Fixed Income at RBC Capital Markets and a leader at Bank of America.

Partner focused on technology M&A with over 22 years of advisory experience; previously a Director in RBC Capital Markets' M&A group and an M&A attorney at Wilson Sonsini Goodrich & Rosati.

Partner, COO, and Head of M&A with 30+ years of investment banking experience; previously a Managing Director in the Global M&A and Technology groups at Barclays and Lehman Brothers.

Partner with 15+ years of M&A and capital advisory experience in technology, focused on MarTech, SalesTech, contact center, and HCM markets; previously at Morgan Stanley and Franklin Templeton Investments.

Managing Director combining 30+ years of Silicon Valley entrepreneurial and executive experience with M&A advisory; previously a Managing Director at Woodside Capital Partners and CEO of five enterprise software startups.

Managing Director with over 18 years of investment banking experience in technology M&A; previously at Greenhill & Co., Lehman Brothers, and Deutsche Banc Alex. Brown.

Managing Director leading the firm's vertical market software coverage with 18+ years advising on M&A and financing transactions; previously at J.P. Morgan, BofA Securities, and BMO Capital Markets. A CFA charterholder and CPA.

Business Management Associate who previously worked in HR at institutions including the Federal Reserve Bank of New York, TCV, Kirkoswald, and Scotiabank; holds a B.A. in Economics from Rutgers University.

Analyst who previously interned with the firm; holds a B.S. in Industrial Engineering with a Certificate in Financial Economics from Northwestern University.

Head of AI Strategy who previously worked as a search fund entrepreneur and a director at a vertical SaaS holding company, and began her career at BlackRock's Multi Asset Investment Strategies group.

Analyst who previously interned with the firm; graduated magna cum laude from Dickinson College with a B.S. in Quantitative Economics & Econometrics.

Analyst who previously worked at Splunk; a two-time Olympic rower and Paris 2024 gold medalist, he holds a B.S. in Business and Engineering from Drexel University.

Analyst who previously interned with Citizens Bank's digital infrastructure M&A team; holds a B.S. in Economics from Duke University.

Associate who previously worked at Needham & Company; holds a B.A. in History and Economics from Brown University.

Junior Analyst who previously worked in operations and marketing at fintech startup Finsie; graduated cum laude in Economics from Princeton University and holds a Certificate in Business Administration from UC Berkeley's Haas School.

Analyst who previously interned with Woodside Capital Partners' technology coverage group; graduated summa cum laude with a B.S. in Finance from San Diego State University.

Analyst who previously interned with the firm; holds a B.S. in Finance and a B.A. in Computer Science from Rutgers University.

Associate who previously worked in Lazard's technology group; graduated with honors from Boston University in Mathematics and Economics.

Chief Administrative Officer and Head of HR overseeing the firm's strategic initiatives and daily operations; previously spent 17 years at Barclays Capital / Lehman Brothers, including as COO of the TMT and Healthcare banking groups.

Analyst who graduated summa cum laude with a B.S. in Business Administration from UC Berkeley's Haas School, where he rowed on the national-championship crew team.

Director with 9+ years of M&A advisory experience specializing in vertical software, with a focus on GovTech, public safety, MarTech, and HCM markets.

Marc Zahr is Co-President of Blue Owl Capital Inc., a member of its board of directors, and Global Head of the firm's Real Assets platform, where he oversees sourcing, underwriting, and negotiating acquisitions. He founded Oak Street, the predecessor firm to Blue Owl's Real Assets platform, and earlier held roles as Vice President at American Realty Capital, a Fixed Income Trader at TM Associates, and an Associate at Merrill Lynch.