Union Square Advisors LLC

Great conversation on Bloomberg TV’s The Close with our President and Co-Founder, Ted Smith, who joined hosts Romaine Bostick, CFA and Katie Greifeld to talk through what’s ahead for #MergersAndAcquisitions in 2026. Ted noted that while buyers may be cautious, they’re also needful – #PrivateEquity firms, in particular, are still eager to generate liquidity after pushing hard on exits in 2025, but the best-positioned firms also have a strong desire to deploy additional capital. Combined with strategic buyers’ solid balance sheets and overall clearer market conditions vs. this time a year ago, he sees a constructive setup for continued deal activity in 2026. Watch the full segment here: https://lnkd.in/geM2FJZY

Union Square Advisors is excited to have served as the financial advisor to TPG in its majority stake investment in Conservice. Read more here: https://lnkd.in/g3E-jmBr

Deal activity in #HumanCapitalManagement is gaining momentum - fueled by the expanding role of #AI and automation. In our Q3 2025 Human Capital Management Market Update, Will Andereck and Terry Jackson explore the macro forces influencing budgets, the rise of AI-enabled solutions and how companies are redefining talent strategies amid an evolving workplace landscape. As momentum builds, strategics and sponsors are actively pursuing AI-driven opportunities across the #HCM space. Read the full report here:

As enterprises move from #AI experimentation to scaled deployment, a new phase is emerging for AI infrastructure software - one defined by fierce competition and rapid consolidation.   In our latest #SectorSpotlight, Ted Smith, Jon Shalowitz, Wesley O. and Smeet Patel highlight key AI market trends and also unpack the Windsurf story - from OpenAI’s $3B bid to Google’s “reverse acquihire” and Cognition’s acquisition - revealing the pressure points and rivalries fueling today’s AI arms race. Read the full insights here:

Great insights from our President and Co-Founder, Ted Smith, during his appearance on Bloomberg TV’s The Close with hosts Romaine Bostick, CFA and Katie Greifeld, discussing dealmaking and the IPO pipeline amid the government shutdown. As Ted noted, “The markets are clearly open from an investor perspective – as soon as the shutdown ends, companies will be ready to go public again.” He highlighted that the tech #IPO market remains strong, with twice as many offerings and four times the capital raised so far this year compared to all of last year. While activity may pause briefly, Ted expects a “flurry of IPOs” once conditions normalize - much like the rebound following the 2018–2019 shutdown. What’s more, M&A activity also continues to set a strong pace, up 40% this year compared to last. Catch the full conversation here: https://lnkd.in/gqP4Eycw

Union Square Advisors is delighted to have served as the exclusive financial advisor to Scientist.com in its sale to GHO Capital Partners. Read more here: https://lnkd.in/g8bpH8rX

In today’s mission-critical #GRC landscape, software providers remain in the spotlight for both financial sponsors and strategics. In our September 2025 GRC Sector Brief, Wayne Kawarabayashi, Todd Holman, Alexander Despo and Wesley O. highlight the latest deals, trading performance, emerging trends and the companies shaping the future of this rapidly evolving market.

Union Square Advisors is honored to have served as the exclusive financial advisor to BetterComp in its $33M Series A financing. Read more here: https://lnkd.in/eWrSADD7

Union Square Advisors is excited to have served as the exclusive financial advisor to Topia in its majority recapitalization by Bow River Capital. Read more here: https://lnkd.in/gsQcZfJj

Union Square Advisors is privileged to have served as the exclusive financial advisor to SS8 Networks in its sale to Mill Point Capital. Read more here: https://lnkd.in/gSUAHm-k