Thematic focus
04 / 08THE PARTNERSHIP
Building the next
chapter, together.
provides a range of highly technical advisory, consulting, forensic, and accounting services to businesses and individuals. The Company operates via two primary divisions: a forensic accounting practice focused on providing insurance and legal end markets with loss accounting, economic damages analyses, investigative services, litigation support, cyber risk services, and other forensic services; and an accounting & advisory practice focused on providing small and mid-sized businesses in the Midwest with tax, accounting, valuation, and other business advisory services.
Investment date
June 2026
Headquarters
Cleveland, OH
INVESTMENT THESIS
Why Unity
saw potential.
Partner with a talented, ambitious, and principally aligned leadership team Accelerate growth through M&A to continue expanding in the forensic services, litigation support, and tax, accounting, & advisory markets Opportunity to propel organic growth and margins via investments in sales, AI and other technology, talent, off-shoring, and new services Ability to further diversify and add specialized and technical advisory services that supports client retention, higher margin revenue streams
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