Proprietary deal flow for acquirersmandate matching & priority routing
Unity serves founders, investors, and operators in the $1M–$50M EBITDA corridor. Sourcing runs through CPA partnerships, M&A counsel, SBA lenders, and owner conversations — then matching and routing follow a written mandate.
The best transactions rarely reach a public marketplace. Unity’s sourcing model is relationship-first: CPA and counsel networks, SBA lender pipelines, and direct outreach to owner-operators who have never listed.
Institutional buyers — private equity, family offices, and independent sponsors — receive curated, pre-qualified opportunities before a competitive process. When several qualified mandates fit the same file, review order follows membership, then fit, inside a defined window.
Every mandate is protected by NDA from day one. Seller identity, financials, and buyer interest stay behind authorization at each stage.
CPAs, M&A attorneys, SBA lenders, and owner conversations surface proprietary opportunities for mandate matching and controlled distribution.
Businesses are framed on earnings, comparables, and operating fundamentals — not inflated broker multiples — so both sides enter with a clear number.
Buyers submit sector, size, geography, and structure. Owners start with readiness and a confidential valuation conversation.
Outreach stays off listing sites. The owner hears a private conversation, not a marketed teaser.
Motivation, ownership clarity, and financial integrity are screened before a buyer sees an identifiable file.
Fit is scored against live mandates. Overlap uses Priority → Intelligence → Advantage → Free, then fit inside the tier.
A single-buyer presentation happens only with a written exclusivity arrangement on that opportunity.
Rather than browsing listing aggregators, buyer clients receive proprietary flow sourced from the network — pre-screened for financial integrity, ownership clarity, and viability.
Founder succession, recapitalization, or a full sale starts with a confidential valuation and a controlled introduction to qualified capital — not a public listing.
Relationship channels plus measured owner outreach surface files that never reach public platforms. See nine sourcing channels.
Earnings, comparables, and sector context — not a marketed asking price — frame the first serious conversation.
Platform, add-on, and succession work sit inside the same routing model used on the homepage spine: mandate, source, match, route, review, pursue or pass.
For acquirers
When several qualified buy-side mandates fit the same off-market opportunity, review order follows membership.
Not a public auction. Mandate-fit scoring still applies inside each tier.
$500/mo
$300/mo
$150/mo
$0/mo
Platform membership is separate from any transaction success fee or advisory compensation under your acquisition agreement with Unity.
Tell Unity the sector, size, geography, and structure you will pursue — or the transition you are privately considering. Sourcing follows that brief. Overlapping interest is routed, not shopped.
