Union Bay Risk Advisors LLC

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Union Bay Risk Advisors LLC - overview

Established

2020

Location

Lancaster, PA, US

Primary Industry

Insurance

About

Union Bay Risk Advisors LLC, based in the US, is an independent insurance agency focused on delivering comprehensive insurance solutions tailored for both personal and business clients. Union Bay Risk Advisors LLC operates as an independent insurance agency specializing in risk management solutions. Founded in 2020 in Lancaster, US, the company has engaged in a single deal as of November 2025. The firm's operations have expanded since inception, driven by a commitment to providing tailored insurance services.


The founder has not been detailed, nor have any subsidiaries or parent companies been mentioned. Union Bay Risk Advisors LLC provides a range of insurance products, including personal insurance that covers homes, automobiles, and liability protection, as well as specialized business insurance. The agency partners with respected insurance carriers across the United States, delivering customized solutions to a diverse client base primarily in the Midwestern and Northeastern regions. Union Bay Risk Advisors LLC generates revenue through sales of insurance policies, employing a commission-based structure.


The agency engages clients directly, providing tailored consultations for personal and business insurance needs. Revenue is driven by the volume of policies sold and commissions from partnered insurance providers, contributing to a sustainable income stream as the agency grows its client portfolio and service offerings. Looking ahead, Union Bay Risk Advisors LLC plans to utilize the recent investment from Thayer Street Partners, finalized in November 2025, to accelerate growth and pursue targeted acquisitions. The company aims to expand its market reach into new geographic areas, with specific plans to enhance their presence in additional states by 2026.


Upcoming products are also in development, although details on specific launches have yet to be disclosed.


Current Investors

Thayer Street Partners

Primary Industry

Insurance

Sub Industries

Insurance Intermediaries

Website

www.unionbayrisk.com

Company Stage

Mature - Growth Capital

Total Amount Raised

Subscriber access only

Union Bay Risk Advisors LLC - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
GrowthCompletedUnion Bay Risk Advisors LLC-

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