Proprietary deal flow for acquirersmandate matching & priority routing
The right platform sets the foundation for an entire thesis. Unity sources candidates off-market — businesses with infrastructure, management depth, and a position worth building around.
A platform is not simply the first close. It is the operating system for later add-ons: leadership that can absorb a second company, systems that survive a second close, and a market position that justifies the next introduction.
Auctioned platforms arrive with price expectations already set by competing books. Proprietary origination is the work of reaching the owner while the conversation is still private.
Sector, earnings band, geography, management posture, and what the next three add-ons would look like.
CPA, counsel, lender, and owner channels work the thesis before a banker process is live.
Leadership, reporting, customer concentration, and integration capacity are screened before a name moves.
Fit is scored against live mandates. Overlap uses membership priority inside a defined review window.
A private introduction is not a shopped book. Exclusivity is written when it exists — it is not assumed.
The platform must be able to receive add-ons. See buy-and-build and add-on acquisitions.
Many platform owners stay through a transition. Majority or recap structures keep that option open.
Relationship sourcing still beats auction processes in the $1M–$50M EBITDA corridor Unity concentrates on.
If the thesis is specific enough to originate against, Unity will source to it.
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.
