AI Strategy Growth The appointment of Gelila Bekele as Head of AI Strategy signals a deliberate expansion of Union Square Advisors’ AI focused advisory capabilities. This enables the firm to address AI strategy, AI enabled M&A, and capital strategy for technology driven clients across sectors such as AIoT, FinTech, and HealthTech.

Tech Sector Focus The firm’s coverage spans Enterprise Software, Infrastructure, FinTech, HealthTech, eCommerce, AIoT and more, making it well positioned to advise growing tech companies and portfolio companies from private equity and venture capital on strategic transactions and financing.

Track Record Credibility With over 190 advised transactions totaling more than $120 billion, Union Square Advisors has a proven track record to win mandates for mid market to large cap tech deals, positioning it as a trustworthy partner for sell side, buy side, and capital markets engagements.

Private Capital Access The firm’s agented private capital financing and capital markets advisory provide access to private equity, venture capital, and family office networks, creating opportunities to connect growth stage tech companies with capital providers for growth, acquisition, or liquidity events.

Regional Presence Offices in San Francisco, New York, and Boston coupled with ongoing leadership expansions—CEO appointment in 2024 and HealthTech hires in 2023–2024—underscore a strategy to broaden capabilities and accelerate deal flow in major technology hubs, including HealthTech and AI enabled sectors.