Sell-side advisory

Exit on your terms

Unity represents owners through confidential, structured sale processes — connecting you with pre-vetted private equity, family offices, strategic acquirers, and independent sponsors without listing the company on a public marketplace or running a default auction script.

Start a confidential conversation Off-market path

Why sell with Unity

A process built around confidentiality

Selling is often the largest financial event of an owner’s life. Advisors manage valuation, buyer targeting, diligence, and close so the company keeps running while the process stays quiet.

Choose a private off-market sale or a structured process with a limited set of institutional buyers. The approach follows your goals, timeline, and industry — not a default auction script.

Complete confidentiality — employees, customers, and competitors remain unaware until you choose otherwise
Access to pre-vetted private equity, family offices, strategic acquirers, and independent sponsors
Defensible valuation before any buyer conversation begins
CIM, executive summary, and financial package prepared for institutional review
NDA execution, buyer qualification, data-room oversight, and negotiation support
Controlled introductions — limited exposure unless a written process says otherwise

Owner process

From first conversation to close

Confidential consultation and valuation

A private discovery call covers motivation, timeline, and financials. A defensible range follows industry, earnings, and comparables — with no obligation.

Engagement and deal package

Once engaged, Unity prepares the CIM, executive summary, and financial package so the first serious conversation is complete.

Targeted buyer outreach

Pre-qualified buyers aligned to industry and size are approached confidentially. Exposure stays limited by design.

NDA and diligence management

Every interested party signs an NDA before names and numbers move. The data room and question flow are controlled so operations are not disrupted.

Negotiation, LOI, and close

Offer terms are negotiated, competing LOIs are compared, and legal and accounting advisors are coordinated through a clean close.

Start privately

The first conversation is confidential

No listing. No public announcement. Tell Unity what a successful exit has to protect — people, timing, and structure — and the process is built around that.

Request a conversation Owner comments