Carter McClelland is the Chairman of, and a Partner at, UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. McClelland most recently served as President of Bank of America New York Market and Chairman of Banc of America Securities. Previously he was President and Chief Executive Officer and member of the board of directors of Deutsche Bank North America. Mr. McClelland's Wall Street career spans more than 30 years,
Ted Smith is a Partner, co-founder and the President of UNION SQUARE ADVISORS. Mr. Smith was previously a Managing Director at Credit Suisse First Boston, where he headed the global software investment banking practice in CSFB’s technology banking group. Prior to that he was Vice President and Head of Internet and Services investment banking for the Deutsche Morgan Grenfell technology group, as well as an early member of Morgan
Dean Riskas is a Partner at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Riskas was Managing Director and President, North America of TriplePoint Capital, where he leveraged long relationships with top-tier venture capitalists in Silicon Valley to originate and manage a several hundred million dollar portfolio of venture loans and leases. Prior to TriplePoint Capital, Mr. Riskas founded Atherton Vista Capital, where he
Wayne Kawarabayashi is a Partner and Head of M&A at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Kawarabayashi was a Managing Director in both the Global Mergers and Acquisitions and Global Technology groups at Barclays and Lehman Brothers (which was acquired by Barclays in
Jace Kowalzyk is a Managing Director at UNION SQUARE ADVISORS. Mr. Kowalzyk has over eleven years of Technology Mergers and Acquisitions advisory experience and has focused much of his career on covering the communication equipment and software industries. Prior to joining Union Square Advisors, Mr. Kowalzyk was a Director in the Technology M&A group at ThinkEquity Partners. Prior to ThinkEquity, Mr. Kowalzyk was Vice President
Yogesh Amle is a Managing Director at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Yogesh was a Director in Technology Investment Banking at Citi & Barclays from 2010 to 2013 and a Vice President with JPMorgan in TMT Investment Banking and Office of the CIO, having joined JPMorgan as a Summer Associate in 2005.
Phillip Kim is a Director at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Kim worked as an Associate in the M&A Group at Greenhill & Co., as an Analyst and then an Associate in the Asia Technology and Korea Coverage Groups at Lehman Brothers, and as an Analyst in the Financial Institutions Group of Deutsche Banc Alex. Brown. Mr. Kim has six years of investment banking experience and has advised clients
Dennis Arcilla is the Chief Administrative Officer and Chief Compliance Officer at UNION SQUARE ADVISORS. Mr. Arcilla brings more than 14 years of experience in compliance operations, and finance experience to Union Square
Nate Hennings is a Vice President at UNION SQUARE ADVISORS. Mr. Hennings has ten years of investment banking, private equity, and startup experience in the Software and Internet sectors. Prior to joining Union Square Advisors, Nate worked in the Investment Banking Division at ThinkEquity LLC, where he executed a range of M&A and equity transactions for clients in the Internet, software, mobile, and gaming sectors. Previously, Nate was the
William Andereck is an Associate at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Andereck interned at Franklin Templeton Investments, Morgan Stanley and Union Square Advisors. Mr. Andereck graduated with a B.A. in Economics and History from Vanderbilt University, where he was a member of the University club soccer team. He is a native of San Francisco, California, and has a working knowledge of Spanish. Mr. Andereck serves on the Board of Directors of the San Francisco Zoological Society.
Joe Chung is an Associate at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Chung worked in the Investment Banking Division at Macquarie Group, where he executed principal investments and a range of debt and equity capital raises for clients in the technology, media and telecommunications sectors. Previously, Joe was a Senior Audit Manager at KPMG - Silicon Valley, where he managed multiple audit
Flora Hsu is an Analyst at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Ms. Hsu worked as an Associate in the Emerging Markets research group at Nomura Securities International in New York, where she covered Latin American sovereign credit. Ms. Hsu previously covered industrials credit research at Nomura and also interned at Tudor Investment Corporation and UTC-Hamilton Sundstrand. Ms. Hsu graduated with a B.S.
Jeff Truong is an Analyst at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Truong was a summer analyst in the Corporate Finance group at PwC. Mr. Truong graduated from the University of Western Ontario’s Richard Ivey School of Business with Distinction. He is a native of Toronto, Canada.
Matthew Peterson is an Analyst at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Peterson was an associate at Ernst & Young in the Diversified Staff Group where he worked with large partnership and fund transactions from a tax planning and compliance standpoint. Previously, he was a member of the accounting and finance team at Vivint Solar (NYSE: VSLR) when it was in its start-up phase.
Riley Kinser is an Analyst at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Kinser interned at the Oregon State Treasury, PIMCO and Union Square Advisors. Mr. Kinser graduated from Oregon State University with both an H.B.S. in Finance with Actuarial Science minor and an H.B.S. in Accountancy with summa cum laude distinction. Mr. Kinser passed Level I of the CFA examination in 2014. He is a native of Albany, Oregon.
Chris Morehouse is an Analyst at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Morehouse was an Analyst at Financial Technology Partners in San Francisco, where he advised clients on mergers and acquisitions and private capital raises. Previously, Mr. Morehouse was an intern at Citigroup in their New York and London offices. Mr. Morehouse graduated with a BSBA in Finance and Accounting from Washington University in St. Louis. He is a native of Windsor, California.