Union Square Advisors Reviews
San Francisco, CA · Founded 2010
- Type
- Tech boutique
- HQ
- San Francisco, CA
- Founded
- 2010
- Deal size
- $100M-$2B
- Focus
- Technology, Software, FinTech
- Website
- unionsquareadvisors.com
- Carlos CestaCo-Founder, Managing Partner
- Edward BryanManaging Director
Union Square Advisors is a tech boutique headquartered in San Francisco, CA and founded in 2010. The firm focuses on Technology, Software, FinTech and typically advises on transactions in the $100M-$2B range. Key dealmakers include Carlos Cesta (Co-Founder, Managing Partner), Edward Bryan (Managing Director). Read founder-verified reviews of Union Square Advisors below, from founders who hired the firm as their sell-side advisor whether the deal closed or not.
What to know about Union Square Advisors
Union Square Advisors has built its franchise in Technology, Software, FinTech, where founders running a sale process often turn to firms with deep sector pattern recognition. The senior bench, anchored by Carlos Cesta, Edward Bryan, sets the tone for how engagements run from the first call through whatever outcome the process produces. Founders evaluating Union Square Advisors typically compare it against other tech boutique houses with similar sector emphasis.
Deal sweet spot at Union Square Advisors sits in the $100M-$2B band. That target range shapes everything: which buyers get the call, how the process is paced, and how the firm allocates senior banker attention. Founders working with Union Square Advisors should expect a process tuned to that band; founders far below or above it sometimes find a better fit elsewhere.
Geography matters more than founders expect. Union Square Advisors operates out of San Francisco, CA, and its strongest buyer-side relationships tend to cluster around that orbit. For sellers running a global process, that can be either an advantage (concentrated relationships) or a constraint (thinner reach in other regions). Founders should ask directly: which buyers have you placed with in the last 24 months, and where are they.
Reviews
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Frequently asked questions
- Who can review Union Square Advisors?
- Any founder who hired Union Square Advisors as their sell-side advisor and ran an M&A process with them, regardless of whether the deal ultimately closed. How a banker behaves when a deal does not close is just as important as when it does, and both outcomes are welcome.
- Has Union Square Advisors been reviewed by founders?
- Union Square Advisors appears in the BankerNotes directory. Reviews from verified founders who hired the firm unlock publicly once five founders have submitted ratings. Until that threshold is reached, reviews are pending and not displayed.
- Where is Union Square Advisors headquartered?
- Union Square Advisors is headquartered in San Francisco, CA. The firm was founded in 2010.
- What kinds of deals does Union Square Advisors work on?
- Union Square Advisors focuses on Technology, Software, FinTech. Typical transaction size falls in the $100M-$2B range.
- Who are the key dealmakers at Union Square Advisors?
- Senior dealmakers include Carlos Cesta (Co-Founder, Managing Partner), Edward Bryan (Managing Director). Founders running a process should expect to interact most with the named partner or managing director assigned to the deal.
- How does BankerNotes verify reviews of Union Square Advisors?
- Every review on BankerNotes is submitted by a founder who confirms they hired the firm as their sell-side advisor. We verify the reviewer privately using work email, LinkedIn, and approximate engagement timing. The verified identity is never published. Only the rating, written review, and a generic sector label appear on the public page.
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Last updated: November 23, 2025