Union Square Advisors, LLC, a leading technology-focused investment bank with offices in New York City and San Francisco, has selected DealCloud to provide a single-source deal and relationship management platform. Union Square Advisors offers strategic mergers and acquisitions advice and execution as well as agented private capital financing and debt capital markets advisory services. Founded in 2007, Union Square Advisors works with leading public and private technology companies, private equity and venture capital firms across the technology landscape with a primary focus on Software, Software-Enabled Services, IT Infrastructure and Internet/Digital Media/Marketing Technology.
“As a technology-focused investment bank, it is important to us to have a strong technology infrastructure for our internal operations and deal-making activities,” said Wayne Kawarabayashi, Partner, Chief Operating Officer and Head of M&A at Union Square Advisors. “DealCloud has quickly become our go-to solution for our M&A and financing pipeline, deal execution, and client relationship management efforts, allowing us to shift away from time-consuming and inefficient spreadsheets. DealCloud’s technology also helps us collaborate across our firm by sharing our institutional knowledge and expanding our industry expertise so that we can deliver best in class outcomes for our clients.”
Union Square Advisors partners with clients to address their strategic priorities, providing strategic mergers and acquisitions advice and execution, agented private capital financing services, debt capital markets advisory and board advisory services. Union Square leverages decades of experience to navigate through complexity and deliver optimal outcomes through its senior team of technology industry experts.
“The Union Square Advisors team has a very clear vision for the future and a proven track record of ensuring positive outcomes for their clients,” says Ben Harrison, Chief Revenue Officer at DealCloud. “We are proud that their team has selected the DealCloud platform for their single source of truth for all relationship, deal, and industry data.”
DealCloud, an Intapp company, provides a single-source deal, relationship, and firm management platform to enable over 800 clients to power their deal-making process from strategy to origination to execution. We offer fully configurable solutions purpose-built for the complex relationships and structures of private equity and growth capital firms, investment banks, private and publicly traded companies, debt capital providers, and other investors. For more information, visit www.dealcloud.com.
About Union Square Advisors
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. Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with leading public and private technology companies, private equity, venture capital, and family offices across the technology landscape with a primary focus on Software, Software-Enabled Services, IT Infrastructure and Internet/Digital Media/Marketing Technology. Since inception, Union Square Advisors has advised on over 115 transactions, valued in excess of $100 billion. For more information, please visit www.usadvisors.com.