Unity Partners

At Unity Partners, we believe in building better together, and that starts with our team. This August, we hosted our first summer offsite in New York City. Our day kicked off with our passion plans—discussing both firm-wide and individual goals for the rest of 2024 and beyond. We explored topics core to Unity such as: sourcing opportunities, underwriting investments, and sharing words of inspiration from mentors. We closed out the day with a cookout in Bronxville, strengthening relationships through teamwork and a little friendly competition. Aligned and renewed, we're ready to tackle all that’s ahead with a clear path forward. #Teamwork #BuildingBetterTogether #Leadership

We’re excited to share that our portfolio company, Prosperity Partners, has completed the acquisition of Wiener and Garg LLC (W&G), a renowned tax and accounting firm in Rockville, Maryland.? This strategic partnership expands Prosperity’s reach to the Greater Washington, D.C., area and enhances their ability to serve high-net-worth individuals and industries such as real estate, legal services, and software development. At Unity Partners, we’re proud to support Prosperity’s ongoing growth, driven by their commitment to employee ownership and exceptional client service. This is yet another step forward in their mission to build a premier national platform in tax and accounting. Congratulations to Prosperity and the entire W&G team on this exciting new chapter! #PrivateEquity #Growth #Accounting #MergersAndAcquisitions https://lnkd.in/gyKqbUbN

Claims management is an essential pillar of the insurance ecosystem, and at Unity Partners, we're sharpening our focus on this dynamic sector. Our latest article by Hannah Inclán, "Making a Claim for Growth," highlights how the growing complexity of claims and increased outsourcing trends are driving demand for specialized, scalable providers. We see a huge opportunity to partner with claims management leaders and support them through strategic investments in talent, technology, and M&A. Don’t miss this deep dive into the future of claims management! #ClaimsManagement #InsuranceServices #PrivateEquity #BuildBetterTogether

Unity Partners is excited to announce that our portfolio company, Prosperity Partners, has completed the acquisition of Detroit-based Cendrowski Corporate Advisors (CCA). This acquisition strengthens Prosperity's tax and accounting services and marks its strategic expansion into the Detroit market. ?We're thrilled to welcome CCA’s talented team and see the impact of this partnership! https://lnkd.in/gnG5jKC6 ?#UnityPartners #PrivateEquity #MergersAndAcquisitions #GrowthStrategy #BuildingBetterTogether

?? At Unity Partners, we believe the key to successful M&A execution is a combination of capital, strategy, and connections. That's where our Propel team comes in—supporting market mapping, outreach, and integration every step of the way. ??? ? In our latest video, Joshua Oglesby, Head of Strategic Growth at Poolie, shares how Propel's support has accelerated their M&A strategy, leading to 28 acquisitions since our partnership began.?? ? Whether it's access to vetted partners or integration playbooks, Propel is committed to delivering impactful results.?? ? Check it out! ??? ? #MergersAndAcquisitions #BuildingBetterTogether #BusinessGrowth #Acquisitions #Integration? ?

?? We are excited to highlight a powerful article by Partner Jim Sharpe, "Prosperity Partners: Leaning into Talent Growth." Jim explores the impressive evolution of Prosperity Partners (formerly NDH Advisors LLC) and how their focused approach to talent acquisition, onboarding, and process innovation has propelled their rapid growth. Through strategic investments in recruitment tools and technologies like Absorb for tech-enabled onboarding, Prosperity Partners has successfully scaled its team while maintaining a strong cultural identity. This article is a testament to the value of combining strategic partnerships with a proactive approach to hiring. #PrivateEquity #TalentDevelopment #BusinessGrowth #RecruitmentInnovation #BuildBetterTogether

?? Big News! We’re thrilled to announce that our portfolio company, NDH Advisors LLC, has rebranded as Prosperity Partners LLC. This new name reflects their core values and commitment to providing premier client service. Since our equity investment, Prosperity Partners has rapidly scaled, adding offices in six new cities and expanding its platform through strategic partnerships. We’re excited to see how this rebrand will further propel them toward their mission of being the leading destination for tax and accounting talent. https://lnkd.in/ggD484SD #PrivateEquity #Growth #Rebranding #TaxAdvisory #Accounting

We're thrilled to have hosted the latest installment of our Unity U Innovator Series, where we explore the most relevant topics and trends impacting our industries. This time, we had the privilege of welcoming Marko Papic, Chief Strategist of GeoMacro Strategy at BCA Research, to speak with our team. Marko shared his deep insights on geopolitics and the current outlook of the U.S. economy, offering valuable perspectives that are crucial for navigating today’s complex landscape. We were also pleased to have the leaders of our platform companies, Poolie, Tropolis, and NDH Advisors LLC, join us for this enlightening session. At Unity Partners, we believe in the power of continuous learning and innovation, and we're committed to bringing the best minds to our team and partners. #Innovation #Geopolitics #Economy #Leadership #BuildBetterTogether

We are excited to welcome Alex Bastianello to Unity Partners as our new Vice President! ?? Alex joins us with a rich investing background, having held roles at prestigious firms such as Ruffer, Boston Consulting Group (BCG), and Hidden Harbor Capital Partners. His recent MBA from The Wharton School adds to his extensive investing experience, positioning him perfectly to help drive our Partner & Propel strategy and our mission of building better together. Join us in celebrating Alex's arrival and the continued success of Unity Partners! #NewHire #Leadership l #BuildBetterTogether #Growth

At Unity Partners, we understand that talent development and strategic leadership are paramount to the success of our portfolio companies. Our Propel platform is designed to help businesses grow by connecting them with the right expertise, particularly through Board of Director appointments that bring functional leadership and deep industry knowledge to the table. We're thrilled to announce the appointment of Rachelle McReynolds, Chief People and Culture Officer at Integrity Marketing Group LLC, to the Board of Directors at Tropolis, one of our portfolio companies. We've known Rachelle for years and have witnessed her exceptional work in building a people-first culture and platform at Integrity. Her extensive experience within the insurance ecosystem makes her a perfect fit for Tropolis, and we’re excited about the impact she’ll have on the company's future. Hear from Bryan Morgan, COO of Unity platform company, NDH Advisors LLC, to and watch the video below to learn more about our how Propel platform helps streamline their talent acquisition process and provide crucial support during times of rapid expansion. #Leadership #TalentDevelopment #BoardOfDirectors #UnityPartners #Propel #PeopleFirst