Proprietary deal flow for acquirersmandate matching & priority routing
Competitors, adjacencies, and capability targets sourced before they hire an advisor — then matched to a written corporate thesis with controlled distribution.
Strategic processes leak. A marketed file tells the sector a buyer is moving. Unity originates privately so outreach does not become a market signal.
The brief can be a product line, a geography, a customer set, or a talent cluster. Matching still runs against a written mandate.
Adjacency, capability, customer, or geography. What the next three closes would look like.
Owner conversations stay confidential. Public listing is not the default path.
Customer overlap, capability gap, and integration posture are checked before a name moves.
When PE and strategic mandates fit the same file, membership priority and the review window decide order.
Outreach is framed so the sector does not learn a process is live.
See corporate development for the internal-team version of the same model.
Asset, stock, earnout, or partnership — easier when the owner is not on an auction clock.
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.
