Unified Equity

Unified Equity represents USG’s internal, closed-loop private equity engine built to identify, acquire, and scale companies with compelling potential for large-scale, global expansion. This is not a broad fundraise; allocations come from USG and a curated set of strategic partners, channeling capital through an internal investment vehicle rather than through public raises. Participation is reserved for select strategic limited partners who are invited to engage, ensuring alignment and discretion rather than broad pitches to the market.

The core thesis is straightforward: assemble a portfolio of growth-ready platforms and bolt-on targets that can be scaled internationally, then accelerate their trajectory using USG’s operating ecosystem, networks, and playbooks. By concentrating capital and governance within a trusted circle, Unified Equity can move with speed, preserve value through disciplined capital stewardship, and create strategic synergies across the portfolio.

From a value-creation perspective, the approach centers on accretive acquisitions that offer defensible positioning and scalable operations, followed by aggressive operational acceleration. The leverage comes from strategic synergies—whether cost efficiencies, amplified go-to-market capabilities, or common technology platforms—that enable compounding growth across the entire portfolio. The internal nature of the fund allows for faster decision-making and stronger alignment with USG’s mission and long-term objectives, while the private, invitation-only structure maintains confidentiality and strategic coherence.

Investment criteria focus on growth-stage targets with proven unit economics, clear pathways to international markets, and a disciplined risk-return profile that prioritizes scale without overleveraging. Governance is anchored by selective LP participation and a closed-loop structure that reinvests proceeds, sustaining leverage and the compounding effect of the ecosystem. Transparent, regular progress metrics—covering unit economics, expansion KPIs, and milestone achievements—are embedded to maintain discipline and oversight.

Competitive advantage stems from privileged access to USG’s operating resources and partner networks, enabling superior deal flow and faster value realization. The internal capital framework reduces fundraising frictions and accelerates time to impact, while coordinated portfolio management drives cross-portfolio growth effects.

Realization strategies favor strategic exits through sale, IPO or recapitalization, or platform-driven roll-ups that align with long-term strategic objectives. Exit timing is guided by growth milestones and favorable market conditions, ensuring value is captured when it can be most meaningful.

Risk management is integral: rigorous governance, clear investment theses, milestone-based accountability, capital discipline, and a strong emphasis on cultural fit with USG’s values and strategy. In short, Unified Equity quietly but purposefully builds a globally scalable portfolio, leveraging internal capital, strategic partnerships, and operational excellence to generate sustained, compounding value for a select group of LPs.