Lower middle market private equity firm

Unity Partners

At a glance

Deal typesPlatform, Add-on S2
SectorsAccounting & Professional Services, Insurance Brokerage, Landscaping, Construction Services, HVAC, Plumbing & Electrical, Pest Control

What Unity Partners buys

Unity Partners is a Dallas private equity firm, with a second office in New York, that buys lower middle market service businesses and grows them into larger platforms through add-on acquisitions. The focus areas it lists include accounting, tax and finance; insurance; legal work; outsourced professional services; pool care; tree, lawn and pest care; and plumbing, HVAC and electrical. It looks for large, fragmented markets with essential, recurring demand where private equity is still early. Current platforms include Prosperity Partners and Meaden & Moore in accounting, Tropolis in insurance brokerage, Yardmaster in commercial landscaping, Byng in apartment turnover and renovation work, Gateway Service Partners in commercial sweeping, Poolie in Texas pool care and Amplēo in fractional CFO, HR and marketing help.

Unity does not publish revenue, EBITDA or check size limits. Each platform gets support from an in-house operating team, called Propel, and a broad employee ownership plan. A smaller company is most likely to meet Unity as an add-on: Prosperity completed nine add-ons under Unity's ownership, and Tropolis bought at least a dozen insurance agencies during 2025.

Recent deals

Announced in the 24 months before October 20, 2026.

DateCompanyTypeSectorSource
Jul 2026Prosperity PartnersMajority stake sold to Lightyear Capital after about three and a half years; Unity kept a minority stake and about $18 million went to employeesExitAccounting & Professional ServicesSource
Jul 2026Meaden & MooreCleveland forensic accounting and business advisory firm, set up with a separate licensed CPA firm for audit workPlatformAccounting & Professional ServicesSource
Dec 2025Farkouh, Furman & FaccioNew York accounting firm added to Prosperity Partners; its partners reinvested in the combined businessAdd-onAccounting & Professional ServicesSource
Dec 2025Yardmaster, Big Lakes Lawncare, Good Guys Lawn and Landscape and Kunco LandscapeFour commercial landscaping companies in Ohio, Michigan and Pennsylvania combined under the Yardmaster namePlatformLandscapingSource
Sep 2025Warrendale, Entrust, Canopy, Infiniti, King Phillips, Beasley Keith and Safe Harbor insurance agenciesAgencies in Michigan, Texas and Louisiana added to TropolisAdd-onInsurance BrokerageSource
Aug 2025PipayaTransaction advisory firm in Vienna, Virginia added to Prosperity PartnersAdd-onAccounting & Professional ServicesSource
Jul 2025The Byng GroupToronto-based unit turnover and renovation provider for multifamily and senior living owners; the CEO stayed onPlatformConstruction ServicesSource
Jun 2025AmplēoSalt Lake City provider of fractional CFO, HR and marketing services; management and Brooks Growth Partners invested alongside UnityPlatformAccounting & Professional ServicesSource
Jun 2025Danaher Attig & PlanteVermont CPA firm added to Prosperity PartnersAdd-onAccounting & Professional ServicesSource
Apr 2025The Somerset GroupMichigan medical malpractice insurance agency added to Tropolis; its president and staff stayedAdd-onInsurance BrokerageSource
Jan 2025BDMH Enterprises, Follmer Insurance Services, Madigan Pingatore Insurance Agency and R&A InsuranceFour agencies in Chicago and Michigan added to TropolisAdd-onInsurance BrokerageSource
2025RC Legnini CompanyNortheast renovation contractor for senior living, healthcare and faith-based buildings joined ByngAdd-onConstruction ServicesSource
2025VigilRenovation contractor serving housing authorities in the Northeast and Mid-Atlantic joined ByngAdd-onConstruction ServicesSource

Portfolio by sector

From the firm's portfolio page S3.

Accounting & Insurance Services

  • Meaden & Moore

Accounting, Finance & Tax Services

  • Prosperity Partners Minority stake retained

Field-Based Services

  • Gateway Service Partners

Insurance Brokerage

  • Tropolis

Lawn & Landscaping Services

  • Yardmaster

Managed Professional Services

  • Amplēo

Multifamily Turnover Services

  • Byng

Pool Services

  • Poolie

Greymont’s take

How Unity Partners fits a seller

Unity suits owners of people-based service businesses, such as accounting firms, insurance agencies and commercial landscapers, who want their employees to share in a future sale. Every Unity platform starts an Employee Purpose Plan, and when Unity sold most of its Prosperity stake in July 2026, about $18 million went to Prosperity's staff. Founders and CEOs have stayed on in its deals, including at Byng and at Katsam, now Gateway Service Partners.

Much of Unity's activity is add-ons, so a smaller firm will often join an existing platform such as Tropolis, and its partners may be asked to reinvest, as the Farkouh, Furman & Faccio partners did when they joined Prosperity. Unity held Prosperity for about three and a half years before the majority sale. An owner should ask how the employee plan is funded and shared, and how long Unity expects to hold the platform.

Questions owners ask

Does Unity Partners buy accounting firms?

Yes. Accounting, tax and finance is one of its named focus areas. It built Prosperity Partners through nine add-ons before selling a majority stake to Lightyear Capital in July 2026, and that same month it invested in Cleveland-based Meaden & Moore.

Do employees get equity when Unity invests?

Yes. Each platform Unity backs sets up an Employee Purpose Plan, which gives staff across the company a share of the gains. When it sold most of its Prosperity Partners stake in July 2026, the plan paid out about $18 million across Prosperity's employees.

Will Unity look at a small company?

It does not publish a minimum size, but many of its deals are small add-ons. Tropolis bought at least a dozen insurance agencies during 2025, and Prosperity added firms in Vermont, Virginia and New York the same year.

Does the owner stay on after Unity invests?

In its recent deals, yes. Byng's CEO kept leading the company after the July 2025 deal, Katsam's CEO stayed on and joined the board in 2024, and The Somerset Group's president kept running his team after joining Tropolis.

Sources

  1. S1Unity Partners home page Accessed October 20, 2026
  2. S2Unity Partners: Partner & Propel Strategy and Investment Criteria Accessed October 20, 2026
  3. S3Unity Partners: Portfolio Accessed October 20, 2026
  4. S4Unity Partners: Press Accessed October 20, 2026
  5. S5Unity Partners: Contact (Dallas and New York offices) Accessed October 20, 2026
  6. S6Unity Partners: Propel Accessed October 20, 2026
  7. S7Unity Partners Sells Majority Stake in Prosperity Partners (July 14, 2026) Accessed October 20, 2026
  8. S8Prosperity Partners Announces Strategic Partnership with Lightyear Capital (July 14, 2026) Accessed October 20, 2026
  9. S9Unity Partners Announces Strategic Growth Investment in Meaden & Moore (July 7, 2026) Accessed October 20, 2026
  10. S10Unity Partners Forms Midwestern Landscaping Platform with Yardmaster (December 2, 2025) Accessed October 20, 2026
  11. S11Unity Partners Acquires The Byng Group (July 16, 2025) Accessed October 20, 2026
  12. S12Unity Partners Completes Investment in Katsam Property Services (July 29, 2024) Accessed October 20, 2026
  13. S13Unity Partners: Gateway Service Partners portfolio page Accessed October 20, 2026
  14. S14Tropolis Insurance Services Expands National Presence with Seven Strategic Agency Acquisitions (September 3, 2025) Accessed October 20, 2026
  15. S15Tropolis Announces the Acquisition of the Somerset Group (April 24, 2025) Accessed October 20, 2026
  16. S16Prosperity Partners Merges in Farkouh, Furman & Faccio (December 9, 2025) Accessed October 20, 2026
  17. S17Byng: Our Story (RC Legnini and Vigil) Accessed October 20, 2026

Compiled by Greymont Advisors from public sources, including the firm’s own website and press releases. Greymont is not affiliated with Unity Partners. Figures are as reported on the dates shown and may have changed. Request a correction

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