Fundraising Fox

UHY

Chicago, US · Delaware corporation · 1 known investors

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 PartnersBoston · $10M – $500M

Reported raises · per SEC filings

Form D private placements

$19.9M disclosed across 5 rounds · 2017–2023

▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

In the news

The CFO as AI-Enabled Decision Architect | UHYuhy-us.com · Jul 2026UHY’s New CFO on Being a CPA’s CPA: They ‘Need Numbers’ | UHYuhy-us.com · Aug 2025UHY: Strategic Funding Raised From Summit Partnerspulse2.com · Dec 2024UHY Receives Private Equity Funding From Summit Partners - CPA Practice Advisorcpapracticeadvisor.com · Dec 2024UHY Secures Strategic Growth Investment from Summit Partners | UHYuhy-us.com · Dec 2024Tax Services | UHYuhy-us.com · Feb 2020

Frequently asked questions

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.