Proprietary deal flow for acquirersmandate matching & priority routing
The best companies rarely sit on a listing site. Unity sources against a written mandate, screens privately, and routes overlapping interest by membership priority — not a promise that you are the only buyer who will ever see a deal.
Unity’s primary work is proprietary origination in the $1M–$50M EBITDA corridor. Listings exist. They are not the engine. A written mandate — sector, size, geography, structure — is what the desk matches against.
When several qualified mandates fit the same file, review order follows membership, then fit, inside a defined window. Read buy-side advisory or how off-market sourcing works.
CPA partnerships, counsel, SBA lenders, and owner conversations surface companies that have not been shopped on listing sites.
Files are screened against written criteria before an introduction. You are not asked to wade through volume that was never going to fit.
NDA, data room, and a limited buyer set. Priority routing applies when more than one qualified mandate overlaps.
Sector, EBITDA band, geography, structure, and what you will not do. That document is the filter.
Outreach stays off listing sites. The owner hears a private conversation, not a marketed teaser.
Fit is checked against the mandate. When qualified interest overlaps, membership priority sets review order.
Names and numbers move only after authorization. Diligence stays inside a controlled room.
Questions, positioning, and process management while you and counsel underwrite the file.
A short enquiry starts the conversation. If you already know sector, size, and structure, use the full mandate form.
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.
