UHY Advisors


July 2000


December 2006

Realized Investment

UHY Advisors (formerly Centerprise Advisors) is a leading provider of accounting and business services to a broad spectrum of middle-market clients. In addition, UHY provides complementary products and services such as business software, technical support and employee benefits.

In 2000, with capital from an anticipated IPO, seven firms in the accounting, health care management and technology consulting industries were planning to merge to form UHY. However, difficult equity markets and the intangible nature of a professional services company’s key assets, its people, left UHY unable to complete the offering.

Caltius Mezzanine looked at each firm’s strong financial history as well as the transaction structure, which ensured the continued commitment of key executives, and was able to structure an attractive financing package. Caltius Mezzanine invested and UHY acquired the seven firms, thereby becoming a leading consolidator in the business services segment.  Subsequently, Caltius Mezzanine has made two add-on investments to repay existing debt and to contribute to UHY’s rapid growth.

“First and foremost, we value Caltius Mezzanine as our business partner. They are great strategists and collaborate with management to establish and implement sound business ideas. We appreciate both their commitment and their capital to help us achieve our goals.”

Rick Stein, President & CEO, UHY Advisors


Loans made or arranged pursuant to a California Financing Law License, where applicable.