Tech-focused M&A Leverage Union Square Advisors’ specialization in technology sectors and extensive deal history to position advisory services for ongoing and upcoming M&A activity across Enterprise Software, FinTech, HealthTech, AIoT, and related segments.
Strategic Capital Access Target private equity, venture capital, and family offices seeking strategic acquisitions or private capital financing in tech-enabled sectors, highlighting the firm’s execution capabilities and prior transactions valued over $120B.
AI Strategy Growth Engage on AI strategy and related transaction needs by leveraging the recent appointment of a Head of AI Strategy to offer differentiated guidance on AI-focused M&A, partnerships, and capital raises.
Regional Footprint Capitalize on offices in San Francisco, New York, and Boston to map regional market opportunities, leverage local networks, and coordinate cross-market deal sourcing and execution for technology clients.
Leadership News Monitor recent leadership developments such as promotions to partner and CEO appointments to tailor outreach around firm growth, expanded practice areas, and increased deal flow potential.