Proprietary deal flow for acquirersmandate matching & priority routing
Sponsors need a first look they can take to capital partners. Unity sources privately, screens against your thesis, and routes overlap by membership priority inside a defined review window.
When you present a deal to capital partners, a privately sourced file under controlled distribution is a clearer story than a shopped book. Unity surfaces off-market opportunities in the lower middle market and places you in the review order for your mandate.
When other qualified mandates overlap, membership priority and a defined window decide who sees it first. A single-buyer presentation happens only with a written exclusivity arrangement on that opportunity.
Sectors, earnings band, geography, management posture, and structures you can actually take to capital partners.
CPA, counsel, lender, and owner channels work the brief. Founder-owned businesses with a quiet transition sit at the center of the pipeline.
Size, structure, and ownership are checked against the mandate so the file is something you can underwrite — not a listing blast.
Priority → Intelligence → Advantage → Free, then fit inside the tier, inside a defined window.
Seller groundwork is often already in place. You enter a conversation, not a cold auction.
Overlapping sponsor mandates are ordered by membership. Exclusivity is written, not assumed.
You will not spend a week on a file that is too large, too small, or incompatible with the capital stack.
Majority control, minority, earnouts, and partnership structures stay available when the owner is not being shopped.
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.
Share thesis and criteria. Matching opportunities enter the routing model used across the platform.
