Fundraising Fox

Terry Jackson

Investor

Managing Director, Software at Union Square Advisors LLC

San Francisco, California, United States

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
Gelila Bekele
Head of AI Strategy at Union Square Advisors LLC
Ishrak Zaman
Analyst at Union Square Advisors LLC
Jon Shalowitz
Managing Director, Software 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 School1,559

Fred WilsonCo-founder & Partner at Union Square VenturesSarah GuoFounder & General Partner of ConvictionJosh KopelmanFounder and Partner at First Round CapitalAydin SenkutFounder & Managing Partner at FelicisKunal BahlCo-founder of Snapdeal; co-founder of Titan CapitalJack AbrahamFounder, CEO & Managing Partner of Atomic

+ 1,553 more

Also attended Brigham Young University234

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

+ 228 more

Shared employers

Also worked at J.P. Morgan834

Cat WuInvestor at Index VenturesKJ SidberryInvestor at GV (Google Ventures)Rishi ModiInvestor at GV (Google Ventures)Akshat GoenkaInvestor at Moonfire VenturesNaseem MoumeneVice President at Northzone, investing across complex and fragmented industries undergoing fundamental shiftsLauren von ReynInvestor at Lightbank

+ 828 more

Also worked at Bank of America Merrill Lynch241

Dan BartusPartner, Head of Research at Felicis VenturesCyriac ParisotInvestor at Index VenturesGeorgia StevensonInvestor at Index VenturesMatt CherianVenture Partner at Monta Vista CapitalAlexandra FarmerPrincipal at Intel Capital, North AmericaKatrin GeyskensExecutive Director at Capricorn Venture Partners

+ 235 more

Also worked at BMO Capital Markets66

Kyrstin SwanPartner, Capital Formation at Lux CapitalTripp JonesInvestor at Uncork CapitalCarolyn WollAssociate at Volition CapitalLaura LenzInvestor at OMERS VenturesMaxim KaroubiInvestment Associate at NextGen Venture PartnersRyan LongAssociate at Tri-Valley Ventures

+ 60 more

Also worked at Raymond James & Associates, Inc51

Jaya GuptaInvestor at Foundation CapitalEvans GrenierVice President at Questa CapitalScott RosenInvestor at TRANSFORMATION CAPITALJason FrankelPartner at Mainsail PartnersNicole NaidooPartner at Telescope PartnersIrena BlindSenior Advisor at TSG Consumer Partners

+ 45 more