Proprietary deal flow for acquirersmandate matching & priority routing
Proprietary deal flow for acquirersmandate matching & priority routing
Unity represents owners through a private process — NDA before names and numbers move, limited exposure to pre-qualified buyers, and no requirement to list the company on a marketplace.
Not every owner wants the company advertised. The off-market path approaches pre-qualified buyers through Unity — after NDA — so staff, customers, and competitors are not put on notice by a public teaser.
Qualified interest is matched to a written profile and routed by membership priority when more than one mandate fits. Exposure stays limited by design. See the full owner representation process or start with a confidential valuation.
The company does not have to appear on a marketplace. Buyers sign an NDA before financials move. Staff and customers hear the news when you decide.
Outreach runs to private equity, family offices, strategic acquirers, and independent sponsors who already carry a written mandate — not an open inbox of tyre-kickers.
Documents sit behind authorization. Serious parties see what they need to underwrite; the file does not circulate beyond cleared names.
A single point of contact runs outreach, NDAs, questions, and negotiation so you keep running the company.
Valuation is built on earnings, risk, and comparables before a buyer conversation — not on a public asking price that anchors the room the wrong way.
A confidential information memorandum tells the operating story only to NDA-signed parties. Nothing in it is required to appear in public view.
Referral partners — CPAs, counsel, and lenders — send sensitive files here because the distribution stays controlled. Partner path.
Motivation, timing, people you need to protect, and a first read on earnings. No listing is created from this call.
A defensible range and a written process. The CIM and data room are built only after you instruct Unity to proceed.
Pre-qualified mandates are approached privately. Review order follows membership priority when more than one qualified buyer fits.
Private discovery covers readiness and financials. A range follows industry, earnings, and comparables — with no obligation.
CIM, executive summary, and a controlled data room so the first serious conversation is complete.
Limited, mandate-matched introductions. Exposure expands only if you choose a broader process.
Questions stay in the room. Offers are compared on structure and certainty, not only headline price.
Counsel and accounting are coordinated through a clean close. You stay the operator until the document is signed.
Tell Unity what a successful exit has to protect — people, timing, and structure. No listing is required to start.
