Unity Partners Sells Majority Stake in Prosperity Partners; $18 Million in Proceeds Distributed to Prosperity Employees

Unity Partners Sells Majority Stake in Prosperity Partners; $18 Million in Proceeds Distributed to Prosperity Employees

DALLAS-July 14, 2026-Unity Partners ("Unity" or "the Firm"), a principles-based private equity firm, today announced it has completed the sale of the majority of its interest in portfolio company Prosperity Partners ("Prosperity" or "the Company"), a Chicago-headquartered tax, client accounting, and transaction support services business. The Firm will retain a minority interest in the business and further terms of the private transaction were not disclosed.

During Unity's three-and-a-half-year partnership with the Company, Prosperity solidified itself as a national platform delivering tax advisory, client accounting and transaction support services to high-net-worth individuals, family offices, and entrepreneurial businesses nationwide. Prosperity employs over 250 individuals in offices across Chicago, New York, Iselin, NJ., Houston, Washington D.C., Santa Barbara, Detroit, Kansas City and Burlington, Vt., and was recognized as one of Accounting Today's "Fastest Growing Firms" multiple years in a row under Unity's ownership.

"We thank Jeremy Dubow, Prosperity's CEO, and the whole Prosperity team for all we accomplished together over the past three years, from completing nine strategic add-ons, expanding service lines, and making significant investments in technology and offshoring, to rebranding as Prosperity Partners to better capture the Company's mission and purpose," said Peter Cozzi, Investment Team Lead at Unity Partners. "It is energizing to see Prosperity's outstanding team rewarded for their hard work and dedication through the Employee Purpose Plan, and we look forward to Prosperity's continued growth and success."

Launched concurrently with Unity's initial investment in Prosperity, the Prosperity Employee Purpose Plan, a broad-based employee ownership program, will distribute approximately $18 million in proceeds across the employee base.

"As we enter our next stage of growth, we are eager to pursue our ambitious goals and continue to provide premier services to high net-worth individuals, family offices and closely held businesses," said Dubow, CEO and Co-Founder of Prosperity. "With significant employee growth and enhancements to key processes, systems and services, I am extremely proud of everything we have achieved alongside Unity Partners and am delighted for our employees to reap the rewards of our Employee Purpose Plan."

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About Unity Partners

Unity Partners is a principles-based private equity firm that partners investors and operators to build better together, measured by the economic surplus we create and share with all stakeholders. Our principles provide a foundation to build great people-based services and technology organizations that impact thousands of lives. We deploy our Partner & Propel strategy to identify opportunities to partner with ambitious leaders to accelerate growth, unlock the benefits of platform scale through mergers and acquisitions and propel value acceleration through investments in people, processes and operational levers. For more information, visit unitypartnerslp.com.

About Prosperity Partners

Prosperity Partners is a best-in-class tax and accounting firm serving dynamic businesses, high net-worth individuals and family offices throughout the United States. With offices in Chicago, New York City, Iselin, Houston, Kansas City, Santa Barbara, Detroit, Washington D.C. and Burlington, and a growing team of talented professionals, Prosperity provides tax advisory, tax consulting, tax preparation, valuation, outsourced back-office accounting, fractional CFO, litigation support and start-up business services. For more information, visit prosperityllc.com.