OUR STRATEGY

Partner with leaders.
Propel what comes next.

We invest in people-based service businesses where great leadership, a scalable model, and thoughtful M&A can create enduring platforms.

Explore the model ↓

PARTNER + PROPELBUILDING BETTER TOGETHER

PARTNER & PROPEL

One team for the full journey.

Our Investment and Propel teams work together with leadership throughout the life of an investment, from the first shared plan through platform integration and long-term growth.

Partner with ambitious leaders to build leading platforms
Accelerate Building Better Together through M&A
Pair people with technology to solve recurring needs
Invest in people, processes, systems, and shared services

THE INVESTMENT MAP

A connected system
for building better.

Unity brings the investment thesis, operating model, people, and principles into one shared map. Explore the forces around the center.

UPARTNER
+ PROPEL

Ambitious leaders

The partnership starts with people.

Recurring needs

Durable demand creates a stronger base.

Fragmented markets

Room to build with thoughtful M&A.

Scalable systems

Technology and process compound.

Shared ownership

Value creation can reach more people.

Propel expertise

Operating support sits inside the model.

INVESTMENT CRITERIA

Built for durable value.

We look for service categories where fragmented markets, recurring needs, and strong operators create room to build.

Market size

$5B to $100B+

Fragmentation

2K to 50K+ companies

Growth

Durable organic demand

Urgency

Essential or recurring needs

Key assets

People + technology

Capital

Nascent institutional ownership

REPRESENTATIVE THEMATIC FOCUS

Where we see possibility.

Finance, Tax & AccountingInsurance ServicesLegal ServicesManaged Professional ServicesPool ServicesTree, Lawn & Pest CarePlumbing, HVAC & Electrical

Illustrative focus areas only. Investment criteria and thematic priorities may evolve.

Strategy / UNITY FILMS

Partner & Propel

The integrated investment and operating model.

THE UNITY FILM LIBRARY

Explore the organization
through its people.

Hover or focus a chapter to preview it above. Select the featured film to watch with sound and full controls.

Strategy

02 films

Founding

01 films

Propel

06 films

Principles