Fundraising FoxUHY
Chicago, US · Delaware corporation · 1 known investors
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UHY is a US accounting and advisory firm providing audit, tax, and client accounting/advisory services to businesses, and it has been expanding nationally through combinations with other accounting firms. It positions itself as a growing challenger to the Big Four.
Founders & leadership
AP
Anthony P FrabottaExecutive
WV
William V WhiteNamed on SEC filing
TC
Thomas Callan IIINamed on SEC filing
HS
Howard S FooteNamed on SEC filing
SR
Steven R WendlingNamed on SEC filing
RJ
Robert J BauerNamed on SEC filing
SP
Steven P McCartyNamed on SEC filing
MJ
Michael J MahoneyNamed on SEC filing
RG
Richard G DavidNamed on SEC filing
SJ
Stuart Jay MandelNamed on SEC filing
Investors · 1
Summit Partnerslisted by Summit PartnersBoston · $10M – $500M
How we know: Summit Partners's portfolio page · funding news · press coverage · Not right? Tell us
Reported raises · per SEC filings
Form D private placements$19.9M disclosed across 5 rounds · 2017–2023
▶$5.6MraisedSep 2023 · 72 investors · Business ServicesRule 506(b)
▶$5.6MraisedSep 2023 · 72 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- Thomas D BomberskiExecutive Officer
- Michael James MahoneyDirector
- Paul C TruberDirector
- James P DanielsDirector
- Steven Paul McCartyDirector
- Susan Fox OrrDirector
- Michael M AntovskiExecutive Officer
- Gerald Joseph Grady, JrDirector
- Cynthia K Hannafey-PhenicieDirector
- Vincent J FlanaganExecutive Officer
- Offering amount
- $5.6M
- Amount sold
- $5.6M
- Minimum investment
- $1K
- First sale
- Jul 2023
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$4.6MraisedAug 2022 · 56 investors · Business ServicesRule 506(b)
▶$4.6MraisedAug 2022 · 56 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- Steven Richard WendlingDirector
- Vincent J FlanaganExecutive Officer
- James P DanielsDirector
- Susan Fox OrrDirector
- Steven Paul McCartyExecutive Officer, Director
- Michael James MahoneyDirector
- Cynthia K HannafeyDirector
- Lori B KerchExecutive Officer
- Gerald Joseph GradyDirector
- Michael M AntovskiExecutive Officer
- Offering amount
- $5.3M
- Amount sold
- $4.6M
- Minimum investment
- $1K
- First sale
- Aug 2022
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$2MraisedJul 2021 · 57 investors · Business ServicesRule 506(b)
▶$2MraisedJul 2021 · 57 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- Lori B KerchExecutive Officer
- Steven Paul McCartyExecutive Officer, Director
- Susan Fox OrrDirector
- Michael James MahoneyDirector
- Vincent J FlanaganExecutive Officer
- Michael M AntovskiExecutive Officer
- Gerald Joseph GradyDirector
- Steven Richard WendlingDirector
- Cynthia K HannafeyDirector
- James P DanielsDirector
- Offering amount
- $5M
- Amount sold
- $2M
- Minimum investment
- $1K
- First sale
- Jul 2020
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$909KraisedAug 2018 · 19 investors · Business Services
▶$909KraisedAug 2018 · 19 investors · Business Services
Officers, directors & promoters on the filing
- Steven Paul McCartyDirector
- Michael James MahoneyDirector
- Stuart Jay MandelExecutive Officer
- Frederick Scott MillerDirector
- Howard Steven FooteDirector
- Steven Richard WendlingDirector
- William Vincent WhiteExecutive Officer
- Anthony Peter FrabottaExecutive Officer, Director
- Richard George DavidExecutive Officer
- Robert Joseph BauerDirector
- Offering amount
- $1.5M
- Amount sold
- $909K
- Minimum investment
- $1K
- First sale
- Jul 2018
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 04
▶$6.8MraisedSep 2017 · 55 investors · Business ServicesRule 506(b)
▶$6.8MraisedSep 2017 · 55 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- William V WhiteExecutive Officer
- Thomas Callan IIIDirector
- Howard S FooteDirector
- Steven R WendlingDirector
- Robert J BauerDirector
- Steven P McCartyDirector
- Michael J MahoneyDirector
- Richard G DavidExecutive Officer
- Anthony P FrabottaExecutive Officer, Director
- Stuart Jay MandelExecutive Officer
- Offering amount
- $7.1M
- Amount sold
- $6.8M
- Minimum investment
- $1K
- First sale
- Aug 2017
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
In the news
Frequently asked questions
- What does UHY do?
- UHY is a US accounting and advisory firm providing audit, tax, and client accounting/advisory services to businesses, and it has been expanding nationally through combinations with other accounting firms. It positions itself as a growing challenger to the Big Four.
- Who are UHY's investors?
- UHY's investors include Summit Partners.
- How much funding has UHY raised?
- UHY has disclosed $19.9M raised across 5 rounds.
- Where is UHY headquartered?
- UHY is headquartered in Chicago, US.