Proprietary deal flow for acquirersmandate matching & priority routing
Unity sources majority opportunities off-market — founder-owned companies where the owner will transfer control, roll equity, and often stay in an operating or advisory seat.
Many lower-middle-market owners will sell control if the buyer keeps the name, the team, and a meaningful rollover. That deal is easier when it is not an auction.
Majority files use the same origination channels as succession and platform search — advisors who already know the owner is ready.
Posture is qualified before a control buyer is shown a name.
Continuity is part of fit, not a last-week concession.
Platform buyers and single-hold buyers are scored separately.
Priority membership and a defined window — not a public auction.
Platform, succession, and recap files often sit next to majority conversations.
Control closes need a funding path that can move inside the review window.
Seller identity stays behind authorization.
Continuity posture is part of the mandate Unity sources against.
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.
