Proprietary deal flow for acquirersmandate matching & priority routing
Origination here is not a listing feed. Unity takes a written acquisition thesis — sector, earnings, geography, structure — and originates conversations with owners who are not running a public process.
Independent sponsors, family offices, and search-led acquirers rarely lose deals because they cannot underwrite. They lose them because the first look arrives after a process is already live. Unity origination is the work of creating that first look.
Each live mandate sits in the routing model used across the platform: fit first, then membership priority when qualified mandates overlap, inside a defined review window.
Sector, EBITDA band, geography, management posture, and structures you will actually close. Vague criteria produce noise; written criteria produce a queue.
CPA, counsel, lender, and direct-owner channels work the thesis. Owners hear a confidential conversation, not a marketed teaser.
Motivation, ownership clarity, and financial integrity are screened before a buyer sees a name. Unready processes stay off the desk.
The opportunity is scored against live mandates. Overlap uses Priority → Intelligence → Advantage → Free, then fit inside the tier.
A private introduction is not a shopped book. Exclusivity is a written arrangement on that opportunity — not a default marketing mode.
The review window is finite. A pass returns the opportunity to the next qualified mandate. A pursue moves into diligence with the same confidentiality rules.
Origination supports both a first platform in a thesis and bolt-ons that never reach an auction. See platform acquisitions and buy-and-build.
Many originated conversations begin as retirement or partnership transitions, not as a hired sale process. Those owners want a private counterpart.
Recaps, minority investments, and earnout-heavy deals are easier when the owner is not being shopped through a banker timeline.
If the thesis is specific enough to originate against, Unity will source to it. Membership changes review order when more than one qualified buyer fits the same opportunity.
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.
