Union Square Advisors LLC

Union Square Advisors is proud to have served as the exclusive financial advisor to Hearsay Systems in its sale to Yext. Read more here: https://lnkd.in/gJKUXrQX

Our Head of M&A, Wayne Kawarabayashi, joined Goodwin last week for a discussion on the tech M&A and financing markets. Wayne shared our perspectives on current drivers for #mergersandacquisitions, where strategic buyers are returning to in #tech, rebounding debt financing markets, the slow reopening of the #IPO markets, and bright spots seeing the most activity – e.g., #GRC, security, #supplychain, genAI, digital transformation and HealthTech. Thank you for having us, Goodwin! Interested in how we can help you navigate the current market and advance your strategic financing priorities? We’d love to chat. 

We continue to see growing market activity and demand for Governance, Risk and Compliance (GRC) #software solutions, with M&A activity remaining strong for the sector. Andrew Atherton, Todd Holman, Chris Appaneal and Wayne Kawarabayashi break down what’s propelling the market’s growth in their latest #GRC #brief where they discuss the powerful #tailwinds impacting the sector, where #valuations are trending and notable #deals in the space. Click below to read more.

“Credit markets are wide open and the technical environment is extremely strong,” Capital Markets Director Jono Peters told David Bell in a recent discussion on the current state of #credit.   At Union Square Advisors, we’re seeing a good technical backdrop that provides access to both #BSL and #privatecredit for financing needs. Read more of Jono’s insights on #credit, bid-ask spreads and the election’s impact on markets in 9fin‘s latest “Levfin Wrap”: https://lnkd.in/gxPeNbaJ

We are pleased to announce that Chris Appaneal has joined Union Square Advisors as a Managing Director. Chris brings over 15 years of investment banking experience to the firm. He will cover back-office application software, with a focus on the #GRC sector.   Client demand for risk management technology is greater than ever. We are thrilled to have Chris join our team and collaborate with our software group to better serve our clients’ needs. Please join us in congratulating Chris and read more about his experience here: https://lnkd.in/g3SYi-nu

“Last year was the year to forget in tech M&A. [In 2024] we’re seeing a lot of positive momentum both from corporate buyers as well as private equity buyers.” This and more from our co-founder and President Ted Smith who joined Bloomberg News’ The Close on Friday to discuss his outlook on #AI, #IPO and #techmna activity with Alix Steel and Romaine Bostick, CFA.   Watch Ted’s segment and learn more about his outlook beginning at 30:21: https://lnkd.in/gyWvv2de

“This is an environment where if you see that smaller company that can really make a difference in your business and accelerate inorganic growth, buyers are not afraid to mix it up at this point because they’ve been on the sidelines for a while and need to get back in.” Our Co-founder and President Ted Smith joined Bloomberg News Radio this morning to discuss his outlook on #techmna activity with Paul Sweeney and Alix Steel. We are seeing the M&A market return with a number of high-quality deals coming back, strategic acquirers joining the conversation and PE firms ready to deploy capital. Tune in at 11:07 for Ted’s insights: https://bloom.bg/3SWg2LR   For a deeper dive into our full tech M&A outlook, check out our recent 2024 Outlook Report: https://lnkd.in/g36C-t9A

“The bigger tech companies are starting to come back in the game and be aggressive again with buying companies.” Head of M&A Wayne Kawarabayashi and CEO Mike Meyer recently shared their thoughts on deal and fundraising activity in #2024 with Mergermarket’s Aldrin Brown.   Read their thoughts on refinancings, sponsor M&A activity and hot tech sectors here: https://lnkd.in/eX6btsAY

We are excited to announce that we are expanding our Capital Markets team with the addition of industry veteran Andrew Samett as a Senior Advisor.   Andrew brings over 30 years of capital structure advisory experience to our firm, supporting our overall growth as we look to continue providing a fulsome array of Capital Markets and strategic M&A advisory services to our clients. Read more about Andrew and his new role here: https://lnkd.in/ggCjaVp7

Managing Director Will Andereck explores in our 2024 Outlook Report how the “next tectonic shift in #tech” – the rise of generative & next-generation #AI – will influence customer engagement in the year ahead and beyond. Check out why he believes vendors must “embrace this new and accelerating reality” to better enhance the customer experience: https://lnkd.in/g36C-t9A