Fundraising Fox

Terry Jackson

Investor

Managing Director, Software at Union Square Advisors LLC

San Francisco, California, United States

Find your path to Terry

424 people in our graph share verified history with Terry — schools, employers, funds. One of them is your warm intro.

Dan BartusunlockedTerry: together at Bank of America Merrill Lynch (2019–2021)
×6Terry: together at Bank of America Merrill Lynch
Terry: together at Union Square Advisors LLC
×2Terry: together at BMO Capital Markets

About

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.

Experience

  1. Union Square Advisors LLCManaging Director, Software Investment Bankingcurrent2024 — presentSan Francisco Bay Area
  2. J.P. MorganSoftware Investment Banking2021 — 2024San Francisco Bay Area
  3. Bank of America Merrill LynchSoftware Investment Banking2019 — 2021San Francisco Bay Area
  4. BMO Capital MarketsDirector, Mergers and Acquisitions2015 — 2019
  5. Raymond James & Associates, IncVice President, Investment Banking2011 — 2015
  6. Raymond James & Associates, IncAssistant to the Chairman2009 — 2011Tampa/St. Petersburg, Florida Area
  7. Highland Capital ManagementSummer Sr. Portfolio Analyst2008
  8. Duff & PhelpsSenior Associate2005 — 2007
  9. PricewaterhouseCoopersAssociate2004 — 2005

Skills & more

Investment Banking7Mergers & Acquisitions4Financial Modeling14Valuation15Private Equity8Equities4Corporate Finance3Financial Analysis3Capital Markets3Due Diligence2Finance1
  • Series 24 — FINRA
  • Series 66 — FINRA
  • Series 79 — FINRA
  • Series 7 — FINRA
  • CPA (inactive) — California Board of Accountancy
  • CFA Charterholder — CFA Institute

From Terry's professional profile.

Colleagues at Union Square Advisors LLC

Camille Chow
Business Management Associate at Union Square Advisors LLC
Carter McClelland
Chairman and Founder at SteelSky Ventures
Charles Wind
Analyst at Union Square Advisors LLC
Devon Ritch
Partner, Mergers & Acquisitions at Union Square Advisors LLC
Edward (Ted) R. Smith
President and Co-Founder at Union Square Advisors LLC
Frank A. Alleva
Managing Director at Blue Owl Capital
Gelila Bekele
Head of AI Strategy at Union Square Advisors LLC
Ishrak Zaman
Analyst at Union Square Advisors LLC

Frequently asked questions

Who is Terry Jackson?
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.
Where does Terry Jackson work?
Terry Jackson is Managing Director, Software at Union Square Advisors LLC.
Where did Terry Jackson go to school?
Terry Jackson studied at The Wharton School (MBA, Finance); Brigham Young University (MAcc, Accounting); Brigham Young University (BS, Accounting).

Same school

Also attended The Wharton School2,000

Sarah GuoFounder & General Partner of ConvictionJosh KopelmanFounder and Partner at First Round CapitalAydin SenkutFounder & Managing Partner at FelicisJack AbrahamFounder, CEO & Managing Partner of AtomicKatie RiesterPartner, Head of Investor Relations at Felicis VenturesTrevor OelschigInvestment Team at General Catalyst

+ 1,994 more

Also attended Brigham Young University512

Jake StormDeal Partner at Felicis VenturesJen ArdManaging Director, Head of Investment Operations at Intel CapitalNathan MickelsenVice President of Tax at RevolutionJohn SabinChief Financial Officer; President, Revolution Places at RevolutionDiogo MyrrhaPartner at Peak VenturesSid KrommenhoekPartner at Album

+ 506 more

Shared employers

Also worked at J.P. Morgan1,385

Cat WuInvestor at Index VenturesRishi ModiInvestor at GV (Google Ventures)Akshat GoenkaInvestor at Moonfire VenturesNaseem MoumeneVice President at Northzone, investing across complex and fragmented industries undergoing fundamental shiftsFranklin BiGeneral Partner at Pantera CapitalMegan LightcapPartner, Creator Fund at Slow Ventures

+ 1,379 more

Also worked at Bank of America Merrill Lynch392

Dan BartusPartner, Head of Research at Felicis VenturesCyriac ParisotInvestor at Index VenturesGeorgia StevensonInvestor at Index VenturesMatt CherianVenture Partner at Monta Vista CapitalKatrin GeyskensExecutive Director at Capricorn Venture PartnersAndrea GazviniAssociate at Northzone

+ 386 more

Also worked at BMO Capital Markets130

Kyrstin SwanPartner, Capital Formation at Lux CapitalJustin KellerSenior Associate at Orkila CapitalTripp JonesInvestor at Uncork CapitalCarolyn WollAssociate at Volition CapitalLaura LenzInvestor at OMERS VenturesJeff LiebovitzInvestor at OMERS Ventures

+ 124 more

Also worked at Raymond James & Associates, Inc103

Jaya GuptaInvestor at Foundation CapitalEvans GrenierVice President at Questa CapitalScott RosenInvestor at TRANSFORMATION CAPITALBen GindhartAnalyst, IPD Capital at IPD CapitalKeegan PintoPrincipal at ArcTern VenturesJustin StreicherAssociate at Mainsail Partners

+ 97 more