Unity Investment Partners - Overview
Unity Investment Partners, LLC
Unity Investment Partners, LLC, is a differentiated financial services provider based in Los Angeles, CA. They specialize in connecting ultra-high net worth family investors with private middle market investment opportunities. With a management team that has over 40 years of experience in various financial roles, including operator, principal, lender, and family office, Unity brings a wealth of expertise to their clients.
The team at Unity, consisting of Ken Kilroy, Daniel Chan, and Ross Kilroy, combines their extensive relationship networks, family office perspective, and institutional experience to provide a comprehensive and unique approach to investment services. Ken Kilroy, who served as the head of the family office for Marvin Davis for 24 years and is the founder of Trailhead Advisors, Inc., brings valuable insights from the family office world. Ross and Daniel, with their background as advisors and principals, contribute institutional experience and discipline to the team.
Unity was established in 2013 to meet the growing demand for direct investing among family office clients of Trailhead, a provider of customized family office consulting services. Today, Unity facilitates access to proprietary investment opportunities for over 40 billionaire single family offices. They focus on facilitating minority/majority direct equity investments that are not available on the market and are typically valued between $100-$500 million. These opportunities feature strong management teams, a track record of stable cash flow generation, and defensible market positions in mature industries with resilient and predictable end-market demand.
Unity’s industry coverage spans across agriculture, consumer, services/logistics, industrials, healthcare, financial, information technology, and operating property sectors. By providing access to exclusive investment opportunities and leveraging their team’s expertise, Unity Investment Partners aims to deliver exceptional value to their clients.