Mergers & Acquisitions
We provide clear, relevant and timely advice that is uniquely built on deep domain knowledge, keen strategic understanding and critical judgment that can only come from extensive experience. Unlike most investment banks and boutiques, UNION SQUARE ADVISORS is not involved in trading, research, lending, or principal investing, each of which can create conflicts when advising clients. Our team is led by former heads of the world’s best technology practices, professionals widely regarded as experts in their sectors. We provide a comprehensive range of advisory services for public and private companies, including:
- Strategic positioning evaluation
- Buy-side and sell-side M&A
- Hostile defense
- Fairness opinions
- Reorganization proceedings and restructuring
With the deep domain knowledge and transaction expertise we have built in our coverage sectors, Union Square Advisors provides sound and strategic capital markets advisory services to corporate clients looking to raise private capital or undertake an initial public offering. For later-stage private companies seeking growth capital and/or partial liquidity for founders and early investors while remaining private, we work to optimally position our clients and match them with the investors best suited to help them further build their businesses. Our network of available financing sources includes a broad range of both domestic and international investors that focus on providing capital to technology companies – traditional venture capitalists, growth equity firms, private equity/buyout firms, mutual funds and hedge funds, as well as strategic investors looking to build closer partnerships with leading tech companies.
For those companies seeking to raise capital through the public markets, we provide a broad range of services to help our clients prepare for an IPO – readiness evaluation, positioning, valuation assessment, underwriter selection, documentation preparation and review, roadshow presentation preparation and coaching, and ongoing, independent oversight and guidance throughout the IPO process. Our team has extensive IPO experience from both the corporate finance and research perspectives, and, because we are not participating as an underwriter in the securities offering process, our advice to our corporate clients is completely unbiased.”
As transactions in the technology sector have become increasingly complex and more likely to provoke tremendous investor scrutiny, companies considering their strategic alternatives must adhere to the highest fiduciary standards by following thorough, well-documented processes. Union Square Advisors is well suited to help Boards of Directors and Special Committees to navigate these challenging waters on issues relating to investor engagement, shareholder value, corporate performance and financial fairness. We analyze the value and structure of the potential transaction, form and timing of consideration, expectations of investors and other observers, historical and projected performance of the companies involved, current trading multiples of relevant comparable companies, metrics from similar transactions, and other financial and operational data, all to ensure that our clients make critical strategic decisions that are in the best interests of their shareholders.