Proprietary deal flow for acquirersmandate matching & priority routing
If your clients are owners exploring an exit, recap, or ownership transition, Unity is the confidential intermediary you introduce them to. The client relationship stays yours. Referral economics are written before any introduction is formalized.
Referral Partner Application
When an owner you advise starts exploring an exit, the intermediary you introduce reflects on your judgment. Unity runs confidential processes against a written mandate — not a public listing campaign.
Partners are CPAs, M&A counsel, SBA lenders, wealth managers, and fractional CFOs. The advisory relationship stays theirs. Unity handles the M&A process only.
An owner in your practice is considering an exit, recap, or succession. You believe a confidential process is the right next conversation.
The introduction always flows through you. Unity does not cold-approach your clients.
A confidential consultation covers goals, timing, and a preliminary valuation. Nothing moves without the owner’s consent. You receive a summary.
CIM, buyer targeting, NDA, LOI, diligence, and close. You stay informed at milestones. Your advisory work continues.
Fees are paid from Unity’s success fee — not carved from the seller’s proceeds separately. No close, no fee obligation.
Profitable operators considering a complete sale to PE, a strategic, or an institutional buyer on a 1–3 year horizon.
Owners who want liquidity or a growth partner while remaining in the business.
Retirement without an internal successor — a structured handoff that protects people and continuity.
Shareholder complexity, departing family members, or a clean institutional sale.
Balance-sheet reset or expansion capital without a full sale process.
Competitive markets where employees, customers, or competitors cannot know a process is live.
A short referral agreement states the fee, the payment trigger, the protection period, and the definition of a qualifying referral. Fees come from Unity’s advisory success fee. They do not reset the purchase price.
Typically within a few business days of Unity receiving its advisory fee. No close means no obligation to you.
Referral economics sit on the advisory-fee side. They are not taken from the seller’s proceeds as a separate line.
Unity does not disclose your fee arrangement to the client without your authorization. Follow your firm’s rules.
Yes. A short referral fee agreement documents the fee, trigger, and protection period before a formal introduction. You may have counsel review it.
Rates are negotiated from Unity’s advisory fee and vary with size, complexity, and how the introduction is made. Economics are disclosed before you agree to introduce.
That is your decision and your firm’s policy. Unity will not disclose the arrangement without your authorization.
It stays yours. Unity handles the M&A process only — not tax, estate, or legal work you already provide. Coordination with your work is expected.
Yes. A confidential valuation conversation often precedes any engagement. There is no obligation to formalize a referral fee until the owner is ready to proceed.
No. Unity works with owners and referral partners nationally. Geography is not a barrier to the partner program.
Apply above, or write info@unityacquisitions.com. We respond within two business days.
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.
