Proprietary deal flow for acquirersmandate matching & priority routing
Unity does not run a public auction. Buyers write the thesis. Owners stay de-identified until they authorize a name. When more than one qualified mandate fits the same file, membership sets the review order inside a defined window.
Public listings exist so buyers can screen marketed books. They are not Unity’s proprietary deal flow. Off-market files never sit on a browse feed. They move against a written brief, an NDA, and a review window.
Sector, EBITDA band, geography, structure, and what you will not do. Owners start with readiness and a confidential valuation conversation. That page is the filter.
Outreach stays off listing sites. CPAs, counsel, SBA lenders, and owner conversations surface files that have never been shopped.
Industry, an earnings band, and a broad region can travel. Operating name, street, and owner identity stay behind the desk until you authorize the next step. See confidentiality.
Matching is against live mandates, not a blast list. When qualified interest overlaps, review order is Priority → Intelligence → Advantage → Free, then fit inside the tier. The window is defined — not an auction clock. See review windows.
A private introduction happens when both sides have cleared the items that were on the table from the start. A pass returns the file to the next qualified mandate.
You run your own review. Documents follow a signed path. Platform membership is separate from any success fee on a closed transaction.
PE, family offices, sponsors, searchers, and strategics write a mandate. Unity sources against that page and routes overlap by membership. Start with buying a business.
Succession, recap, or a full sale starts as a private conversation. Distribution stays controlled unless you choose an open sale. Start with selling a business.
CPAs, counsel, and lenders introduce a file without putting the owner on a marketplace. The same confidentiality and routing rules apply. See referral partners.
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.
Sourcing follows a written brief. Overlapping interest is routed, not shopped.
