UHY Advisors


December 2006


October 2013

Realized Investment

UHY Advisors is a leading national professional services firm primarily focused on business, consulting, and tax services. UHY provides accounting services to mid-sized and larger companies through an alternative practice structure with UHY LLP, a firm of independent certified public accountants. UHY operates through multiple U.S. offices which are organized across client-centric specialites to maximize access to UHY’s industry and service expertise. UHY also has access to global capabilities through UHY International, an affiliation of professional services firms in a number of countries.

Caltius Mezzanine had previously invested in UHY through an earlier fund.  In December 2006, Caltius provided subordinated debt and preferred stock financing in conjunction with a new senior credit facility which was used to refinance existing debt, redeem preferred stock and warrants, and provide growth capital.

“First and foremost, we value Caltius 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, Inc.



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