Proprietary deal flow for acquirersmandate matching & priority routing
Unity’s default is a private conversation, not a marketed book. Industry, a general earnings band, and a broad region can travel. The operating name, address, and unredacted numbers stay behind an NDA until an introduction is approved.
Most lower-middle-market owners will not start a process if their staff, lenders, or competitors can find a listing. Most serious buyers will not underwrite a file that has already been shopped across a blast list.
Unity sources against a written mandate and distributes only what the owner has approved. When more than one qualified mandate fits, review order follows membership — not a public auction clock.
The first summary a buyer sees is stripped of the operating name, street address, and owner identity. Sector, a band of earnings, geography at a regional level, and structure notes are enough to test mandate fit.
Unredacted financials, customer concentration, and the legal name move only after a confidentiality agreement is in place. Do not send full statements over an open thread unless the desk asks.
Unity scores the file against written mandates. If several qualified buyers can own the same company, membership sets review order and a short window decides who reads first. That is not exclusivity unless exclusivity is written.
A name-to-name introduction happens when the owner approves the buyer and the buyer is still inside the thesis. A pass returns the file to the next qualified mandate. The owner is not left in a process they did not choose.
Staff, customers, and lenders should not learn about a conversation from a listing site. You approve every public detail if you later choose open distribution. Advertising cost, when used, is covered by Unity.
A privately sourced file under controlled distribution is a clearer story for a committee than a shopped book. You still compete on mandate fit and membership priority when theses overlap.
CPAs, counsel, and lenders introduce clients without putting those clients on a marketplace. The client relationship stays with the advisor. Use the partner application.
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.
Owners start with a valuation conversation. Buyers start with a mandate. Neither step publishes an identity.
