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Union Bay Risk Advisors secures a significant private equity investment from Thayer Street Partners to boost M&A activities and growth strategies.

PRIVATENov 20, 2025

Round Type

Private Equity

LancasterInsurance

Investors

Thayer Street Partners

Description

Union Bay Risk Advisors has received a private equity investment from Thayer Street Partners. This strategic funding will accelerate the company's M&A activities and enhance its operational infrastructure. Union Bay has also completed its 17th acquisition, expanding across seven states. The investment positions Union Bay to strengthen partnerships with over 150 insurance carriers.

Quick answer

Union Bay Risk Advisors raised an undisclosed amount in a Private Equity round, dated November 20, 2025. Investors: Thayer Street Partners. Union Bay Risk Advisors is based in Lancaster, Pennsylvania, United States.

How much did Union Bay Risk Advisors raise?
Union Bay Risk Advisors raised an undisclosed amount in a Private Equity round on November 20, 2025.
Who invested in Union Bay Risk Advisors?
Thayer Street Partners is named as investors in this round.
What does Union Bay Risk Advisors do?
Union Bay Risk Advisors is an independent property and casualty insurance brokerage serving retail and commercial clients across the Northeast and Midwest.
Where is Union Bay Risk Advisors based and how big is it?
Union Bay Risk Advisors is based in Lancaster, Pennsylvania, United States.
Who are the decision-makers at Union Bay Risk Advisors?
Fundz holds 3 contacts at Union Bay Risk Advisors, including the Insurance Agency Owner. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Insurance around the same time

Companies in the same sectors as Union Bay Risk Advisors that raised within 45 days of this round, from Fundz verified event records.

  • Baldwin Insurance Group raised $552M on January 2, 2026.
  • Beacon Title Agency raised $77K on January 1, 2026.
  • Nirvana raised $100M (Series D) on December 22, 2025.
  • HIG Holdings raised $198M on December 18, 2025.
  • Enterprise Risk Associates raised $150M on December 15, 2025.
  • High Street Holdco raised $8.6M on December 9, 2025.

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Company Information

Company

Union Bay Risk Advisors

Location

Lancaster, Pennsylvania, United States

About

Union Bay Risk Advisors is an independent property and casualty insurance brokerage serving retail and commercial clients across the Northeast and Midwest. The Company provides comprehensive insurance solutions through a personalized and consultative approach, simplifying the management of personal and business insurance needs. Founded by Doug Polley and Patrick Sullivan, Union Bay has rapidly grown through organic expansion and strategic acquisitions.

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Related People

3 contacts
Verified contactsWilliam G., Insurance Agency Owner hidden hidden hiddenSee plans and pricing
Predictive Intelligence
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Union Bay Risk Advisors raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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