NDH

NDH is a best-in-class boutique tax and accounting firm serving dynamic businesses, high net-worth individuals and family offices throughout the United States. With a growing team of talented professionals, NDH provides tax advisory, tax consulting, tax preparation, outsourced back-office accounting, fractional CFO and start-up business services. Unity’s partnership with NDH represents an opportunity to partner with an ambitious team to drive organic and inorganic growth in a fragmented market.

THEMATIC FOCUS AREA

Accounting, Finance & Tax Services

INVESTMENT THESIS

  • Partner with seasoned and ambitious team that shares alignment on Principles
  • Strong reputation, quality of service, and investment in employees drives consistent organic growth
  • Recurring revenue streams generate consistent earnings
  • Large and growing market underpinned by non-discretionary and recurring demand drivers
  • Opportunity to Partner through M&A to accelerate growth in a fragmented market
  • Opportunity for value acceleration via Propel

INVESTMENT DATE

April 2023

HEADQUARTERS

Chicago, IL

WEBSITE

ndhcpa.com

DISCLAIMERS:
The information contained herein is not an offer to sell or a solicitation to purchase any investment. No investment shall be offered or sold to any person without such person first being provided with a subscription agreement or similar document setting forth the risks associated with any such investment. The information provided above reflects summaries of larger topics and is being provided for informational, illustrative, and discussion purposes only. The above is qualified in its entirety by reference to the final governing documents of the relevant fund. An investment in any fund managed or advised by Unity Partners LP is speculative and investors can lose some or all of their capital.

For illustrative purposes only. Actual diligence process may vary based on market and company dynamics and/or other factors. There can be no assurance that the Fund will be able to implement its investment strategies, or that the fund will be able to achieve its investment objectives.