Thematic focus
06 / 08THE PARTNERSHIP
Building the next
chapter, together.
(formerly NDH) is a best-in-class tax and accounting firm serving dynamic businesses, high net-worth individuals and family offices throughout the United States. With a growing team of talented professionals, Prosperity Partners provides tax advisory, tax consulting, tax preparation, family office services, outsourced accounting, fractional CFO, litigation services, and start-up business services. Unity’s partnership with Prosperity represents an opportunity to partner with an ambitious team to drive organic and inorganic growth in a fragmented market.
Investment date
April 2023
Headquarters
Chicago, IL
INVESTMENT THESIS
Why Unity
saw potential.
Partner with seasoned and ambitious team that shares alignment on Principles Strong reputation, quality of service, and investment in employees drives consistent organic growth Recurring revenue streams generate consistent earnings Large and growing market underpinned by non-discretionary and recurring demand drivers Opportunity to Partner through M&A to accelerate growth in a fragmented market Opportunity for value acceleration via Propel
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