Proprietary deal flow for acquirersmandate matching & priority routing
A recap lets an owner take liquidity and keep a stake without running an auction. Unity originates those conversations privately and matches them to capital that will live with a partner.
Owners considering a recap are rarely trying to start a public process. They want a partner, a number, and continuity for the team. That conversation collapses if it is marketed.
Wealth advisors and CPAs see recap timing first — diversification, estate planning, a partner buyout. Those are Unity’s origination channels.
A recap is not a disguised full sale. Posture is qualified first.
Minority, majority with rollover, dividend recap, or growth capital — the mandate must say which.
Names move after authorization. The file is not circulated as a teaser.
When more than one fund can partner, membership priority and a window set review order.
See minority investments and majority investments.
Some recaps become full exits later. The first conversation can still be a partnership.
Recap math does not survive twelve competing term sheets.
Structure preference is part of fit scoring. Write it down.
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.
