Unity Advisory is a professional services firm that serves the office of the chief financial officer. Its work spans finance transformation, mergers and acquisitions, tax, and digital advisory, integrating artificial intelligence and cloud technology into its delivery model. The firm targets mid to upper mid-market businesses, including those backed by private equity.
The company has received $300 million in funding. It operates as a lean, senior-led organisation with a flat and collaborative culture, offering high autonomy and placing emphasis on ownership of client outcomes. Unity Advisory distinguishes itself through a conflict-free approach, noting the absence of an audit practice, traditional conflicts, or legacy silos.






