What Does Union Square Advisors Do?

Total employees80
HeadquartersSan Francisco
Founded2007

Union Square Advisors is a premier technology-focused investment banking firm. They provide strategic M&A (mergers and acquisitions) advisory services and private capital raising for leading public and private technology companies. The firm is known for its deep industry expertise, extensive relationships, and a senior team dedicated to delivering exceptional outcomes for clients across various technology sectors including software, internet & digital media, SaaS, cloud computing, and enterprise IT.

Where Is Union Square Advisors's Headquarters?

Union Square Advisors officeUnion Square Advisors officeUnion Square Advisors officeUnion Square Advisors office
*Images sourced via web search. Rights belong to original owners

HQ Function

Serves as the primary center for strategic decision-making, deal origination, client management, and execution of M&A advisory and capital raising services, particularly for West Coast technology companies.

Notable Features:

Located in a prominent office tower in San Francisco's Financial District, offering modern facilities and convenient access for clients and partners. Likely features state-of-the-art communication and collaboration tools.

Work Culture:

A high-performance, results-driven culture characteristic of investment banking, with a strong emphasis on teamwork, intellectual rigor, and client success. As a boutique firm, it may offer a more focused and entrepreneurial environment.

HQ Significance:

Strategically situated in the heart of the global technology ecosystem, allowing close proximity to innovative tech companies, venture capital firms, and key industry players.

Values Reflected in HQ: The headquarters' location and professional environment reflect values of excellence, client-centricity, and a deep commitment to the technology sector.

Location:

While Union Square Advisors has physical offices in the United States (San Francisco and New York), its reach is global. The firm advises on cross-border transactions and serves technology companies and investors from around the world, leveraging its deep expertise in the global technology landscape.

Street Address:

One Maritime Plaza, Suite 1700

City:

San Francisco

State/Province:

CA

Country:

USA

Where Else Does Union Square Advisors Operate Around the World?

New York, NY, USA

Address: 7 Times Square, Suite 2602, New York, NY 10036

To expand client reach, tap into the East Coast technology and financial ecosystem, and provide comprehensive national coverage for advisory services.

Buying Intent Signals for Union Square Advisors

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Union Square Advisors? Meet the Executive Team

As of April 2025, Union Square Advisors' leadership includes:

Ted Smith - Partner & Co-Founder
Patrick J. Lofy - Partner
Michael Meyer - Partner
Emily Anderson - Partner
Mercer Adams - Partner
Alex Inn - Partner

Who's Investing in Union Square Advisors?

Union Square Advisors has been backed by several prominent investors over the years, including:

Partner-Owned

What Leadership Changes Has Union Square Advisors Seen Recently?

Hire0
Exits0

No major high-profile executive hires or departures have been publicly announced by Union Square Advisors in the last 12 months. Boutique advisory firms often promote from within or make strategic hires that may not be widely publicized outside of industry circles.

What Technology (Tech Stack) Is Used byUnion Square Advisors?

Discover the tools Union Square Advisors uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Union Square Advisors Email Formats and Examples

Union Square Advisors likely uses common professional email formats. Based on industry standards and observed patterns for similar firms, the most probable format is the first initial followed by the last name.

[first_initial][last]@unionsquareadvisors.com

Format

tsmith@unionsquareadvisors.com

Example

90%

Success rate

What's the Latest News About Union Square Advisors?

unionsquareadvisors.comFebruary 14, 2024

Union Square Advisors Advises Salesloft on its Acquisition of Drift

Union Square Advisors LLC acted as financial advisor to Salesloft in connection with its acquisition of Drift....more

PR NewswireOctober 26, 2023

Union Square Advisors acted as exclusive financial advisor to Validity in its sale to Silversmith Capital Partners

Validity, a leading provider of data quality and email marketing success solutions, announced it has been acquired by Silversmith Capital Partners, a Boston-based growth equity firm. Union Square Advisors LLC acted as exclusive financial advisor to Validity....more

unionsquareadvisors.comSeptember 7, 2023

Union Square Advisors Advises Arrangr.IQ (formerly Timely) on its Acquisition by Memory

Union Square Advisors LLC acted as financial advisor to Arrangr.IQ (formerly Timely) in connection with its acquisition by Memory....more

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