Proprietary deal flow for acquirersmandate matching & priority routing
Investor and acquirer comments lead this page. Owner comments are a separate, secondary set. We do not publish unverified close rates or transaction totals here. What follows is what buyers say about proprietary flow, what sellers say about a private process, and why a written mandate comes first — including how Unity applies confidentiality, buyer and owner qualification, mandate matching, and practical next steps before you invest time in a conversation.
"We worked with Unity Acquisitions to help us raise capital for an alcohol and substance abuse treatment center located in San Juan Capistrano, CA. It took us 3 months to raise the capital we needed to get our business off the ground and the process was straight forward and well put together."
"We've worked with several advisory firms over the years, but Unity Acquisitions stands apart. Their deal sourcing is disciplined — every opportunity we received was pre-vetted, properly packaged, and matched to our acquisition criteria. We closed two transactions with them in under eight months."
"We engaged Unity to source lower-middle market acquisition targets in the services sector. Over 18 months they brought us three proprietary off-market deals — no auctions, no brokers marking up price expectations, just motivated sellers and clean books. Two closed. Outstanding long-term partnership."
"Unity sourced an off-market acquisition for one of our portfolio companies that we had been unable to find through our own network for over a year. The seller was motivated, the business was clean, and the deal closed in 90 days. That kind of proprietary access is genuinely rare."
"Off-market deal flow is everything to a family office. Unity has become one of our most consistent sources of proprietary opportunities — no auctions, no brokers marking up price expectations, just motivated sellers and clean books. We've completed three acquisitions through them."
"We specifically sought off-market targets to avoid the noise of competitive auction processes. Unity delivered exactly that — a manufacturing business in the Southeast that had never been listed publicly. Distribution stayed limited, and we closed in under four months. Exceptional sourcing."
"Our family office has a narrow mandate — healthcare services businesses between $3M and $15M in EBITDA. Unity understood our criteria from day one and never wasted our time on mismatched opportunities. Within six months they surfaced two proprietary deals. We closed the first and are in diligence on the second."
"Most of the deal flow we see comes through the same syndicate channels — overpriced and widely circulated. Unity brought us a bootstrapped SaaS platform generating $2.1M ARR with zero outside capital and a founder ready to transition. Off-market, clean cap table, and a motivated seller. That combination is almost impossible to find on your own."
"We were looking for a profitable acquisition target to bolt onto one of our existing portfolio companies. Unity came back with three off-market candidates within 30 days — all pre-qualified, all in our target EBITDA range, none of them on any public listing. We closed on our first choice. The speed and quality of their sourcing genuinely impressed our whole investment team."
"We engaged Unity specifically for their off-market deal sourcing after burning through two quarters chasing broker-represented businesses. The first opportunity they brought us was a regional HVAC services platform with $4.8M EBITDA, clean financials, and a seller who was realistic on price. We signed the LOI within three weeks of first call."
"Stonewall focuses on control buyouts in the $5M–$20M enterprise value range — a market that's crowded with intermediaries but thin on truly proprietary deal flow. Unity changed that for us. Over 14 months they've delivered four qualified off-market targets. We closed two and have a third in a defined review window."
"The business Unity sourced was a founder-owned specialty staffing firm, quietly profitable for eleven years. The owner had never spoken to a broker. Unity had cultivated that relationship directly and managed the seller's expectations throughout. By the time we met him, he was ready to deal. That's origination work that's genuinely hard to replicate."
"I've acquired four businesses over the past decade through traditional brokers — every deal was over-priced and widely circulated. Unity completely changed my strategy. The landscaping company they introduced me to had been operating for 22 years, generating $1.1M in owner earnings, and had never once been listed. We closed quietly in 11 weeks."
"After leaving corporate finance, I wanted to own and operate a small business outright. Unity took the time to understand what I was looking for — recurring revenue, low customer concentration, owner-transferable — and matched me with a B2B document management firm that checked every box. The deal was completely off-market. I never would have found it on my own."
"Unity brought us an off-market target with zero prior broker contact, straightforward financials, and a seller who had already decided he was done. We closed at a fair multiple without a single competing bid. That's what proprietary deal flow actually means."
"Our fund thesis is built around buying well-run businesses from founders who are genuinely ready to move on. Unity is one of the only sources we've found that consistently delivers that. A $6.2M EBITDA distribution company — 19 years in business, never listed publicly, introduced through controlled distribution. No process, no auction, no drama. Exactly how we prefer to operate."
"Neil Kelly handled the sale of my online sales and manufacturing business. He was extremely professional, well prepared and did a fantastic job of marketing the business. Within two weeks of putting it on the market, he presented several qualified buyers. The first buyer wrote us a Letter of Intent the same day for our asking price. I was very happy to sell the business to a perfect buyer so quickly."
"We worked with Unity Acquisitions to help us raise $2,000,000 for a startup business based around a CBD Processing Lab. They were very knowledgeable and helped us to reach our goal in under 3 months from start to finish. We highly recommend Unity Acquisitions for any startup business seeking funding options in private equity and we look forward to working with them going forward."
"Choosing this advisory team to sell our online healthcare business was the best decision we made. They knew exactly how to position our business to attract the right buyers throughout their process. They handled everything with professionalism and the sale was completed faster than we anticipated. Great team to work with!"
"I'd bootstrapped the company to $1.4M ARR and honestly had no idea how to price it for a sale. Unity ran comp data I'd never have found on my own, built the CIM, and had three serious buyers at the table inside six weeks. We closed at a multiple I wouldn't have believed when we first got on the phone."
"A strategic acquirer had approached us directly and I was close to accepting their first offer. Before I signed anything, a colleague referred me to Unity. They ran a real process, brought in two other buyers, and we closed at a number that was 40% above where I'd been ready to shake hands. That gap was entirely Unity's work."
"We had a timing problem — a major customer contract was up for renewal and any buyer would use that uncertainty to chip our price. Unity understood the urgency, ran a compressed process, and we signed at close before that renewal date ever came into play. I don't think we could have pulled that off managing the timeline ourselves."
"I'd run NovaHealth for eleven years and had one shot to get this right. The first offer looked reasonable until Unity walked me through the earnout structure — the terms alone would have clawed back nearly a third of the headline number. We declined, refined our positioning, and closed at a meaningfully better figure four months later."
"Our revenue cycle management business had a very specific buyer profile — and Unity found three qualified candidates within 60 days. The process was well-organized, completely confidential, and we never had an uncomfortable moment. Closed above asking price on the first offer."
"Our deal had a complication most buyers hadn't seen before — a revenue-sharing arrangement with a hospital network that any acquirer would have to assume. Unity documented it thoroughly before we went to market and anticipated every concern. Not one buyer dropped out during diligence, which I'm told is genuinely uncommon. We closed on schedule."
"I spent 19 years building this trucking and logistics company. When it was time to transition, I needed someone who would treat the sale with the same level of care I gave the business. Unity did exactly that — our buyer was operational within 30 days of closing and kept every key employee."
"Unity helped us raise $4.7 million in growth equity for our behavioral health clinics. They navigated a complicated regulatory environment without breaking stride and connected us with investors who understood the space deeply. Clean process, clean term sheet."
"We had tried to sell our distribution business on our own twice before. Both times fell apart at due diligence. Unity came in, identified exactly what was spooking buyers, helped us fix it, and had us under LOI within 60 days. Sold at a number we didn't think was achievable."
"Unity positioned Lumio's data assets and patient retention metrics in a way that attracted premium acquirers we wouldn't have reached on our own. The outcome exceeded our board's projections by a meaningful margin. Genuinely one of the most professional processes I've been part of."
"My father started this company in 1978. Selling it was one of the hardest decisions of my life. Neil and his team understood the emotional weight of that and handled every conversation with real sensitivity. We sold to a buyer who kept the team intact and honored the legacy of the business."
"Unity ran a competitive process that generated six qualified LOIs within 45 days of going to market. That level of buyer interest was something we never anticipated. Their process documentation and data room preparation were genuinely best-in-class — buyers said so repeatedly."
"Raising growth capital for a renewable energy project is notoriously complex. Unity walked us through every structure — from project finance to private placement — and helped us close a $6.2M raise with a clean term sheet. They speak the language of sophisticated investors fluently."
"I was nervous about the confidentiality of the process — our staff had no idea a sale was in progress and I needed to keep it that way until closing. Unity managed this perfectly. Not one employee learned of the transaction before we were ready to announce. I can't thank them enough."
Sourcing, matching, and routing follow a written thesis — sector, size, geography, and structure.
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.
