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Union Square Advisors

Investment Advisor · San Francisco, United States · Founded 2007 · Website ↗

Union Square Advisors

San Francisco, United States

Website
usadvisors.com
HQ
San Francisco, United States

No deals involving this firm are recorded in the tracker yet, so it is profiled here but not ranked.

Their stated approach

Focus
Technology investment bank: software, software-enabled services, IT infrastructure, with cybersecurity coverage
Stage
Sell-side and buy-side M&A advisory

Founded by Carter McLelland. Served as exclusive financial advisor to SS8 Networks on its sale to Mill Point Capital (announced June 30, 2025). Career/firm-wide counts are not comparable to the 2026 tracker, so this firm is ranked only on deals recorded in the tracker.

Sources: ProCloser - 15 Best Cybersecurity M&A Advisors