Unity Partners
SEC RegisteredA private equity firm partnering with lower middle-market service businesses.
About the firm
Unity Partners is a lower middle-market private equity firm that works alongside service businesses to strengthen operations, accelerate growth, and create lasting value. The firm was founded by investors and operators focused on people, performance, and partnership.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private equity investment and partnership with lower middle-market service businesses, focused on building outstanding platforms, strengthening operations, and accelerating growth alongside great leaders.
Who they serve
Founders, business leaders, investors, and potential partners looking to build with a growth-oriented growth equity firm, including lower middle-market service businesses.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 3 | $367M |
Office locations
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Unity Partners has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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