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Overview
Union Square Advisors is a technology-focused boutique investment bank offering M&A, capital markets, and board advisory services. Union Square Advisors has offices in San Francisco and New York. It was founded by Carter McLelland, former chairman of Bank of America's Securities division.
Remember that in order to craft a great answer to the common question "Why this Firm?", it's your responsibility to read articles and speak with employees. If you are interviewing with Union Square Advisors, you should make sure you know:
1 deal that the investment banking group has done
1 person at the firm (ideally someone who would have influence over your recruiting process)
1 business model-specific detail to mention
We articulate how you can answer this question thoughtfully in our Investment Banking Course. We also cover all technical and qualitative information you need to get a top investment banking offer.
Selected Transaction
Union Square Advisors primarily works with companies in the technology sector. An example of this was when Union Square Advisors advised optoelectronics firm NeoPhotonics on its sale to strategic acquirer Lumentum.
Transaction Description: Lumentum Holdings Inc. (NASDAQ:LITE) entered into an agreement and plan of merger to acquire NeoPhotonics Corporation (NYSE:NPTN) from The Vanguard Group, Inc., BlackRock, Inc. (NYSE:BLK) and others. Under the terms of the transaction, Lumentum will acquire all outstanding shares of NeoPhotonics in an all-cash transaction of $16 per share.
Transaction Value: US$900M, all cash
Transaction Date: Closed August 2022
Fact Sheet
Company Name: Union Square Advisors
Description: Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing, and debt capital markets advisory services
Bank Category: Boutique
Company Status: Union Square Advisors is a privately held company
Founded: 2007
Employees: 33
Chief Executive Officer: Carter McLelland
Headquarters: San Fransisco, USA
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