Proprietary deal flow for acquirersmandate matching & priority routing
A proprietary origination channel for banks and their buy-side clients — lower-middle-market targets that have not entered a formal sale process and are not visible through conventional intermediaries.
Banks already see marketed processes. Unity originates the conversations that have not hired a process — then matches them to a written buy-side mandate with controlled distribution.
Referral partnership is the default working model. Client identity and seller privacy stay behind authorization.
Sector, earnings, geography, and structure the client will actually close.
CPA, counsel, lender, and owner channels work the brief outside conventional intermediary databases.
Motivation and ownership clarity are screened before the file is shown to the coverage team or the client.
When several qualified mandates fit, membership priority and a defined window decide order.
Clients who need proprietary flow below the typical coverage threshold.
Seller identity and client interest stay behind NDA. Nothing identifiable moves without consent.
Advisors who already sit with the owner can introduce Unity through the referral partners desk.
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.
Unity originates against written criteria and routes overlap — it does not shop the file.
