Proprietary deal flow for acquirersmandate matching & priority routing
Unity’s primary work is proprietary deal sourcing. This page is the supporting surface: acquisition theses, lender and investor packages, transaction presentations, and models — scoped to a mandate or a specific file.
Buyers, lenders, and owners use these packages when a transaction is already in view. They do not replace a written mandate, controlled distribution, or priority routing.
If you need deal flow, start with off-market sourcing. If you need a package around a file you already have, book a consultation.
A one-page thesis for a buyer mandate or a specific target: why the business fits, what must be true in diligence, and the structure you intend to use.
Historical performance, market context, sources and uses, and the operating plan after close — what a lender or capital partner expects to underwrite.
A short deck for a lender, equity partner, or investment committee covering the target, the thesis, the capital structure, and the risks.
Two free edits within 14 days of receipt. A financial-package add-on is recommended when basic statements are not already in hand.
Projections, sources and uses, debt service, ratios, break-even, and amortization where the stack requires it.
Up to 20 slides in PowerPoint plus PDF, drawn from the transaction package, with two free edits in 14 days.
Optional identity files when a recap or new holdco needs a clean mark — transparent, vector, and print-ready formats.
Transaction planning supports an acquisition, lender package, or recapitalization. It is a supporting service. Unity’s primary work is proprietary deal sourcing, mandate matching, and priority routing.
A one-page brief covering the target profile, why it fits the mandate, diligence questions, and the intended structure.
Buyers and owners who need a lender or capital partner to underwrite a specific acquisition or recapitalization.
A short slide deck for a lender, equity partner, or investment committee, based on the transaction package. It is editable, with two free edits within 14 days of receipt.
A model for the transaction: historical statements where available, projections, debt service, and sources and uses, including break-even and amortization when the stack needs them.
Pricing varies by package and scope. A consultation produces a written proposal for the work actually required — not a menu price published as a close rate.
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.
Scope a thesis, lender package, or model with Unity. If you are looking for deal flow, start with proprietary sourcing instead of this supporting service.
