FinanZe

Episode 22: Software AI, Negotiation, and Work-Life Balance with Co-Founder/President of Union Square Advisors Ted Smith

June 18, 2024
Episode 22: Software AI, Negotiation, and Work-Life Balance with Co-Founder/President of Union Square Advisors Ted Smith
FinanZe
More Info
FinanZe
Episode 22: Software AI, Negotiation, and Work-Life Balance with Co-Founder/President of Union Square Advisors Ted Smith
Jun 18, 2024

Send us a Text Message.

 In this episode, I am joined by one of the top technology investment bankers on wall street, Ted Smith. Ted is the Co-Founder and President of Union Square Advisors, a technology focused investment bank.

After graduating with a bachelor's degree from Notre Dame University, Ted began his career at Morgan Stanley, where he was an early member of the firm’s technology investment banking group. 

Prior to co-founding Union Square Advisors he was a Managing Director at Credit Suisse, where he headed the global software investment banking practice. He also served as a corporate executive at Novell, including as Vice President of both Corporate Development and Business Development. 

In our episode we chat about his time in the early days of Morgan Stanley’s tech group, the dot.com era, founding Union Square, his career journey, AI tech trends, work life balance, and his advice for junior investment bankers. 

Support the Show.

FinanZe +
Get a shoutout in an upcoming episode!
Starting at $3/month
Support
Show Notes Chapter Markers

Send us a Text Message.

 In this episode, I am joined by one of the top technology investment bankers on wall street, Ted Smith. Ted is the Co-Founder and President of Union Square Advisors, a technology focused investment bank.

After graduating with a bachelor's degree from Notre Dame University, Ted began his career at Morgan Stanley, where he was an early member of the firm’s technology investment banking group. 

Prior to co-founding Union Square Advisors he was a Managing Director at Credit Suisse, where he headed the global software investment banking practice. He also served as a corporate executive at Novell, including as Vice President of both Corporate Development and Business Development. 

In our episode we chat about his time in the early days of Morgan Stanley’s tech group, the dot.com era, founding Union Square, his career journey, AI tech trends, work life balance, and his advice for junior investment bankers. 

Support the Show.

Overview of Ted Smith
Engineering to Investment Banking
Early Years of Morgan Stanley Tech Group
Internet Bubble @ Credit Suisse
Why Leave CS Global Head of Software Job?
Founding Union Square w/ Carter McClelland
How To START An Investment Bank
Union Square 2021: 17 Deals Closed
Thinking Like An Acquirer/Strategic Approach
Helping Founders Think Through Selling Their Company
Million vs Billion Dollar Deal
What Leads A Deal To Fail or Succeed?
Relationship Building In Dealmaking
Private Equity Market Outlook 2024/2025
Software AI Trends
AI Cooling Technology
Work Life Balance In Investment Banking
Culture & Development of Junior Bankers
Advice To Junior Investment Bankers

Podcasts we love