Proprietary deal flow for acquirersmandate matching & priority routing
The largest pool of off-market opportunities is owners approaching a transition without an internal successor. Unity’s sourcing network is built around that conversation — private, timed, and mandate-matched.
Retirement, health, partnership fatigue, and estate planning create real motivation without a marketed book. The owner wants a counterpart who will keep the company intact — not twelve names on a banker list.
Those conversations start with CPAs, wealth counsel, and lenders long before a CIM exists. That is the window proprietary sourcing exists to catch.
Tenure, age band, tax events, lease renewals, and advisor referrals flag owners who are considering a path.
The first meeting is not a teaser. It is a structured discussion about options, including recap and partial sale.
Ownership clarity, financial integrity, and actual desire to transact are confirmed before a buyer sees a name.
Buyers who will keep management, honor the name, or run a recap are scored separately from financial-only buyers.
Overlap uses membership priority and a defined window. A single-buyer presentation requires written exclusivity.
Many succession buyers win because they can promise continuity. That promise is easier when the process is bilateral.
Earnouts, seller paper, and rollovers stay available when the owner is not being shopped.
The CPA and wealth advisor are often the first to know. Unity works those relationships year-round.
Sector, size, geography, and the posture you will offer a founder. Sourcing follows that page.
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.
