M&A advisorBuy-side and sell-side
Union Square Advisors
San Francisco, CA
Profile last reviewed
October 2026
Public information can change. Corrections are reviewed before publication.
Overview
Overview of Union Square Advisors
Union Square Advisors is a technology-focused investment bank advising public and private technology companies, as well as private equity firms, venture capital firms, and family offices. It provides strategic M&A advice and execution, agented private capital financing, and board advisory services across areas including AI, cybersecurity, HealthTech, enterprise applications, and industrial technology. Founded in 2007, the firm says it has advised on 198 strategic transactions valued at more than $125 billion.
Named principal
Ted Smith
Partner and President
Profile details
Details for Union Square Advisors
- Representation
- Buy-side and sell-side
- Firm type
- M&A advisor
- Based in
- San Francisco, CA
- Engagement coverage
- San Francisco, CA
- Industry focus
- Technology and software · Healthcare and medical practices · Consumer, retail, and e-commerce · Distribution and logistics
Office locations
Headquarters and public offices
Headquarters
San Francisco, CA
Profile sources
This profile was compiled from publicly available firm information. Sources are grouped by website, while the underlying page-level evidence is retained for review.
- Open source
Firm website
usadvisors.com · checked October 2026