Proprietary deal flow for acquirersmandate matching & priority routing
Once a platform is live, the scarce resource is the next company that fits. Unity sources bolt-ons privately against that thesis and routes them by mandate fit and membership priority.
A marketed tuck-in arrives with competing sponsors and a price that no longer supports the build math. Proprietary add-ons keep the conversation bilateral.
Owners of smaller companies often prefer a direct introduction to an operator in their sector over a banker process they did not ask for.
Geography, customer type, service adjacency, and integration capacity come from the live platform — not a generic list.
Direct outreach and advisor channels work the adjacency map.
Customer overlap, systems, and culture flags are noted before the file moves.
If another mandate also fits, membership priority and a window set the order.
Add-ons use the same Priority → Intelligence → Advantage → Free order as platforms.
Each introduction should be explainable against the platform you already own.
Many add-on owners stay in a role. Say so on the mandate if that is required.
Add-on flow is a continuation of origination, not a new marketing campaign.
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.
