Deal History

Union Square Advisors served as exclusive financial advisor to SS8 Networks, leader in lawful and location intelligence technology, in its sale to Mill Point Capital. Demonstrates USA's expertise in government/defense technology sector and track record with PE buyers in specialized tech verticals.

Union Square Advisors advised Permira in its acquisition of majority stake in Lytx, leading provider of fleet safety, telematics, and AI-driven video intelligence solutions serving commercial fleet operators. Large-scale private equity acquisition demonstrating USA's track record with tier-1 PE sponsors.

Union Square Advisors served as exclusive financial advisor to Scientist.com, AI-powered R&D orchestration platform for pharma/biotech, in sale to GHO Capital. Demonstrates deep platform expertise in providing comprehensive advisory services to leading companies in pharma technology and AI-driven research platforms.

Union Square Advisors served as exclusive financial advisor to Grove Collaborative Holdings (NYSE: GROV) in $72M financing from Structural Capital and Avenue Capital Group. Consumer-direct CPG platform financing demonstrates USA's capital solutions expertise and coverage of consumer/ecommerce technology.

Union Square Advisors served as financial advisor to Blue Apron on $30M debt refinancing. Demonstrates capital solutions expertise and coverage of direct-to-consumer and consumer technology companies.

Union Square Advisors and UBS Investment Bank served as financial advisors to TPG, leading global alternative asset management firm, in its majority stake investment in Conservice, provider of property management software. Demonstrates USA's expertise in providing comprehensive advisory services to leading investment firms and proptech/utility management software sector expertise.

Union Square Advisors advised Exiger (market-leading supply chain and third-party risk AI company) on acquisition of Versed AI, which provides AI-driven supply chain visibility and automated bill-of-material mapping. Versed AI's natural language processing technology accelerates multi-tier supplier network extraction and supply chain tracing.

Union Square Advisors served as exclusive financial advisor to Ventiv Technology in acquisition by Riskonnect (leader in integrated risk management solutions). Ventiv is market-leading provider of RMIS, ERM, claims administration, and policy administration technology with AI/ML analytics and predictive models. TA Associates provided additional capital for acquisition.

Union Square Advisors served as financial advisor to Fastly Inc. in its acquisition of Signal Sciences, web application firewall and API security company. Demonstrates USA's expertise in cybersecurity M&A and transactions with publicly-traded technology acquirers.