An interview with Carter McClelland, renown investment banker and founder of Union Square Advisors.

  • Union Square Advisors served as exclusive financial advisor to Actifio in its acquisition by Google.
    On December 2, 2020, Union Square Advisors announced that it provided M&A advisory services to Actifio, which has entered into an agreement to be acquired by Google. Actifio provides backup and disaster recovery (DR) — offering customers the opportunity to protect virtual copies of data in their native format, manage these copies throughout their entire lifecycle, and use these copies for scenarios like development and test.This agreement to acquire Actifio further demonstrates Google Cloud’s commitment to helping enterprises protect workloads on-premises and in the cloud. Actifio’s business continuity solutions will help Google Cloud customers prevent data loss and downtime due to external threats, network failures, human errors and other disruptions.
  • Union Square Advisors served as lead financial advisor to Permira in its investment in Clearwater Analytics.
    This transaction shows the firms continued momentum in providing strategic advice to leading financial sponsors and companies in the enterprise software space. Clearwater Analytics is a market-leading SaaS provider of investment accounting and analytics and announced that it will receive a new investment led by investment firms Permira, Warburg Pincus, Dragoneer Investment Group and Durable Capital. Clearwater Analytics helps thousands of leading corporations, insurance companies and asset managers by providing unified, highly-compliant, and powerfully-automated investment accounting, reporting, and analytics. The new investor group will further Clearwater’s innovative leadership and strong organic growth.
  • Union Square Advisors served as financial advisor to Fastly Inc. in its acquisition of signal sciences.
    This transaction demonstrates the firms continued momentum in providing strategic M&A advice to leading enterprise and security software companies.On August 27, 2020, Fastly, Inc. (NYSE: FSLY), provider of an edge cloud platform, today announced that it has entered into a definitive agreement to acquire Signal Sciences (“Signal Sciences”), for approximately $775 million in cash and stock. The acquisition will expand Fastly’s robust security portfolio at a time when security at the edge has never been more critical. Signal Sciences’ strong, developer-first web application and API protection solutions will bolster Fastly’s existing security offerings to bring customers a unified edge security solution.
  1. Why did you decide to found your own investment bank? as opposed to join at a high level at an already existing investment bank?

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Aalia Shah

Aalia Shah

LSE MSc Finance student. Interested in pioneering technologies, the VC industry. Snippets of my thoughts, along with interviews with industry leaders.