Proprietary deal flow for acquirersmandate matching & priority routing
Unity Acquisitions
Acquisition strategy

Buy-and-build origination

A buy-and-build thesis needs two kinds of introductions: a platform that can receive companies, and add-ons that never reach an auction. Unity originates both against the same written mandate.

Why origination has to be continuous

The platform is the start, not the strategy

Sponsors lose buy-and-build programs when add-on flow dries up after the first close. Unity keeps the same thesis live so later introductions stay proprietary.

Fragmented services, healthcare services, specialty distribution, and light manufacturing still yield owners who will take a private conversation.

Program spine

Platform, then a private queue of add-ons

01

Lock the build thesis

What the platform must own on day one, and which adjacencies are in-bounds for years two and three.

02

Originate the platform

Off-market search for operating depth, not just earnings.

03

Keep the mandate live

After close, the same criteria keep generating add-on conversations.

04

Route overlap

Other mandates may fit the same add-on. Membership priority and a window keep distribution controlled.

05

Integrate on your side

Unity originates and introduces. Integration stays with the buyer’s operating team.

Add-on discipline

See add-on acquisitions and roll-up strategies.

Avoid auction premia

Add-ons bought in a process often erase the thesis math. Private timing protects the multiple.

Founder-friendly structures

Many add-on owners want a home for the company, not a bake-off.

Next step

Write the build, then the first close

Platform profile and add-on rules belong on the same mandate page.

For acquirers

Who sees off-market deals first?

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.

  1. 1 Priority $500
  2. 2 Intelligence $300
  3. 3 Advantage $150
  4. 4 Free $0

Intelligence

$300/mo

  • After Priority, before Advantage/Free
  • Pipeline + diligence assistant
  • Instant deal alerts
  • Mandate-fit scoring
Select Intelligence

Advantage

$150/mo

  • After Intelligence in the queue
  • Full briefs & acquisition analyses
  • Portfolio / add-on targeting
  • Defined review window
Select Advantage

Free

$0/mo

  • Browse marketed listings & preview intel
  • Last in queue for overlapping mandates
  • Upgrade anytime from Membership
  • No review priority
Create free account
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