Proprietary deal flow for acquirersmandate matching & priority routing
Curated, off-market opportunities — long-term holds, generational assets, and founder-led transitions — sourced with full confidentiality and without an auction calendar.
Family offices often want operating companies they can own for a decade or more. Those files rarely survive a marketed process intact. Unity originates privately against a written mandate and keeps distribution limited.
Founder succession conversations are the largest source. The owner wants a counterpart who will keep the team and the name — not twelve bids on a clock.
Sector, earnings, geography, management posture, and whether you want control, partnership, or a recap.
Wealth counsel, CPAs, and owner outreach surface transitions that have not hired a banker.
NDA before identity. Nothing identifiable moves without consent at that stage.
When several family-office and PE mandates fit, review order follows membership, then fit.
The conversation can stay bilateral. Earnouts, rollovers, and family continuity terms stay available.
Introductions are not blasted across a buyer list. Exclusivity is a written arrangement on that file.
The $1M–$50M EBITDA corridor is where relationship sourcing still beats an auction.
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.
If the thesis is specific enough to originate against, Unity will source to it.
