Proprietary deal flow for acquirersmandate matching & priority routing
Off-market targets in the lower middle market — sourced privately, screened against a written mandate, and routed by membership priority when qualified interest overlaps.
Lower-middle-market PE needs consistent proprietary flow — not recycled intermediary packages. Unity maps the investment thesis against owner conversations that have not hired a process.
Platform origination, add-ons, roll-ups, and founder succession sit in the same routing model: fit first, then membership priority inside a defined review window.
Thesis, verticals, earnings floors, geography, and structure become the sourcing brief before outreach starts.
Infrastructure, management depth, and a position worth building around — sourced before a banker process hardens price.
Bolt-ons that expand geography, capability, or customer base for a live platform — often never listed.
Fragmented operators and founder transitions are originated as private conversations, not auction calendars.
Qualified files are scored against live mandates. Overlap follows Priority → Intelligence → Advantage → Free.
Owners engage knowing identity and financials stay behind authorization until mutual interest is confirmed.
You receive a concise, mandate-fit summary — not noise and not an off-thesis package.
A live mandate stays in the routing model. The brief is refined as the thesis moves.
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.
Discuss the mandate with the sourcing desk. Overlapping qualified interest is routed — it is not shopped.
