Unity Partners

What Unity Partners does

Unity Partners LP is a Dallas-based private equity firm founded in 2022 that invests in lower middle-market service businesses, typically targeting companies with $5-50M EBITDA. The firm deploys a distinctive "Partner & Propel" strategy in which it pairs capital investment with hands-on operational support through a dedicated Propel value acceleration team organized around six practice areas: Talent & Leadership, Technology & Data, Sales & Marketing, Capital & Connecting, Finance & Operations, and Governance & Security. Each portfolio investment includes a "Purpose Plan" broad-based employee ownership program intended to align incentives across founders, employees, and the GP. Co-founders John A. Block (CEO, formerly of HGGC and Bain & Company) and Bryan W. Adams (Chairman, concurrently CEO of Integrity Marketing Group) lead the firm, which also operates a New York regional office.

Unity Partners does not develop a unified product or technology platform; rather, it builds and supports a portfolio of seven operating companies spanning fragmented service verticals: tax and accounting (Prosperity Partners, formerly NDH), pool services (Poolie), insurance brokerage (Tropolis), commercial facility services (Katsam), managed professional services (Amplēo), multifamily and senior living turnover services (Byng Group), and commercial landscaping (Yardmaster, formed by combining four Midwestern operators). The firm pursues a rollup thesis within each vertical — exemplified by Yardmaster combining Yardmaster, Big Lakes Lawncare, Good Guys Lawn and Landscape, and Kunco Landscape into a single Midwestern platform — targeting addressable markets ranging from $9 billion (pool services) to $146 billion (U.S. insurance brokerage).

As a private equity firm, Unity Partners generates revenue through standard management fees (typically 1.5-2.0% of committed capital) and carried interest (typically 20% above an 8% hurdle), neither of which is publicly disclosed. The firm employs approximately 30+ professionals across investment, Propel, and operations functions, and sources deals through direct relationships, founder networks, and investment banking intermediaries. It does not publicly disclose fund size, LP composition, or portfolio company-level financials.

Name

Unity Partners

Legal name

Unity Partners LP

Website

https://unitypartnerslp.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Unity Partners is a Dallas-based private equity firm founded in 2022 that invests in lower middle-market service businesses, pairing capital with operational support through its Propel value acceleration team across seven portfolio platforms spanning tax, insurance, facility, and other fragmented service verticals.

Ownership category

akta.pro rank

Product category

Private Equity

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Sector-Focused Venture Capital (Vertical Specialists) (FSANAAAD)

Keywords

• Private equity investing
• Lower middle market
• Value acceleration
• Portfolio operations
• Employee ownership

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Management Fees: Ongoing management fees charged on committed capital under management, typically 1.5-2% annually, as is standard for private equity firms.
2. Carried Interest / Performance Fees: Performance-based carried interest from fund investments, typically 20% of profits above an 8% hurdle rate, aligning GP and LP interests.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Unity Partners is a private equity firm that invests in U.S. lower middle-market service businesses (typically $5-50M EBITDA) and supports them with both capital and a dedicated Propel value acceleration operating team. Each portfolio company is built into a platform through organic growth and strategic add-on acquisitions, and broad-based employee ownership (Purpose Plans) is established at every investment.

Product overview

Unity Partners is a principles-based private equity firm (not a technology product company) that operates a Partner & Propel investment strategy to build value in lower middle-market service businesses. The firm does not offer a unified software product or platform; instead, it maintains a portfolio of service businesses across diverse sectors including managed professional services (Amplēo), multifamily turnover services (Byng), facility services (Katsam), pool services (Poolie), tax and accounting (Prosperity Partners), insurance brokerage (Tropolis), and landscaping services (Yardmaster).

Differentiator

Problem solved

Functional benefit

Products and services

• Unity Partners Investment Management (Partner & Propel) A private equity investment management offering that pairs equity capital with a dedicated Propel value acceleration operating team for U.S. lower middle-market service businesses; each investment includes a Purpose Plan broad-based employee ownership program.
• Prosperity Partners A best-in-class tax and accounting firm serving dynamic businesses, high net-worth individuals, and family offices with tax advisory, consulting, preparation, family office services, outsourced accounting, fractional CFO, and litigation services.
• Poolie A leading pool service, maintenance, repair, and renovation company serving residential customers in Texas with recurring weekly cleanings, chemical adjustments, mechanical repairs, and renovation work.
• Tropolis A national insurance brokerage using technology and data to provide property & casualty and employee benefits insurance solutions.
• Katsam A provider of commercial power sweeping and other facility services including pressure washing, day portering, and cleaning services.
• Amplēo Provides businesses with outsourced solutions for the office of the CFO, CHRO, and CMO, including fractional finance, marketing, and HR managed professional services for VC-backed startups and growth companies.
• Byng Provides end-to-end unit turnover, repair & maintenance, and renovations services to institutional owners and managers of multifamily properties and senior living facilities.
• Yardmaster Provides landscaping maintenance, enhancement, snow, and installation services to commercial properties across Ohio, Michigan, and Pennsylvania.

Quantifiable outcome

• 130%+ organic revenue growth in portfolio company (Poolie)
• +2 more outcomes

Named customers3 records

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators8 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• HGGC: Lower middle-market private equity firm investing in services and industrial businesses; most direct comp given CEO John Block's prior partnership and multiple Unity team alumni, and similar playbook of partnering with operators to scale platforms.
• CenterOak Partners: Dallas-based lower middle-market PE firm focused on industrial, consumer, and service businesses; comparable strategy, geography (Dallas), and target EBITDA range ($5-50M EBITDA platforms).
• Gauge Capital: Southlake, TX-based lower middle-market PE sponsor focused on services and consumer businesses; closely comparable in geography, fund size, and target company profile — Unity VP Hannah Inclán previously worked there.
• Warren Equity Partners: Lower middle-market PE firm focused on services and industrial businesses; comparable platform size and value-creation orientation, with Unity Team Lead Peter Cozzi previously serving as VP there.
• The Stephens Group: Lower middle-market PE firm focused on services and specialty industrials; comparable given Unity Team Lead Callie Blankenau previously served as VP of Business Development there.
• Align Capital Partners: Lower middle-market PE firm focused on founder-led services and consumer businesses; comparable in target company size and partnership-oriented approach.
• Allied Industrial Partners: Houston-based lower middle-market PE firm focused on industrial and business services; comparable target company profile with Unity VP Zaid Elouad previously serving on the Portfolio Operations team there.
• Tenex Capital Management: Lower middle-market PE firm focused on business services and consumer companies; comparable platform thesis and operating-driven approach, with Unity Operating Lead Sounak Banerji having served as Operating Advisor there.

Broad incumbents

• Summit Partners: Broader, larger-scale PE/growth equity firm with services exposure; comparable given Unity Team Lead Bobby Schneider previously served as VP on Summit's value enhancement team.
• ZCG: Multi-strategy alternative investment firm with a lower middle-market PE vertical focused on services and industrials; comparable given Unity VP Zaid Elouad previously served on ZCG's Portfolio Operations team.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/unity-partners-lp

Revenue estimate

Valuation estimate

Number of profiles

Profiles29 records

Subsidiaries7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A4 records

Investments6 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Unity Partners