How to Normalize Your EBITDA Before Going to Market
Buyers are sophisticated. Your numbers need to tell the right story. Here's how to present your earnings in the most accurate and favorable light.
Read More →Completed Transactions
Our Track Record.
The following represents a selection of completed transactions advised by members of the Gratia Equity Partners team. Tombstones are published with client permission.
Sell-Side M&A
Project Lightning
Industry
Utility Services
Enterprise Value
$30M
Acquirer
Private Equity
Structure
Majority Recapitalization
Close
Q4 2024
Sell-Side M&A
Project Seven Seas
Industry
Logistics
Enterprise Value
$57M
Acquirer
PE-Backed Strategic
Structure
Majority Recapitalization
Close
Q1 2025
Sell-Side M&A
Project Ohana
Industry
Home Services
Enterprise Value
$4M
Acquirer
Private Equity
Structure
Majority Recapitalization
Close
Q3 2025
Additional tombstones will be added as transactions are completed and permission is obtained from clients.
Public Appearances
Michael D. Rubin Jr.
in Conversation.
The following recordings represent select speaking engagements, podcast appearances, and panel discussions. Topics include M&A advisory, lower middle market dealmaking, and entrepreneurial exit planning.
Video
The #1 Reason Business Owners Kill Their Own M&A Deals
Michael Rubin breaks down the single most common reason business owners inadvertently derail their own M&A transactions — and how to avoid it.
Podcast Interview
How Top Performing Family Offices Invest and Manage Private Equity
Michael Rubin discusses how family offices source and underwrite private equity deals, how the PE landscape has evolved, and how to benchmark returns against the broader market.
Expert Knowledge
Articles & Insights.
Educational content to help business owners navigate M&A transactions with confidence and clarity.
Featured Article
The 5 Biggest Mistakes Business Owners Make When Selling Their Company
Most business owners sell their company exactly once. That inexperience, combined with the emotional weight of the decision, creates predictable and costly mistakes. Here are the five we see most often — and how to avoid them.
Read Full Article →What Is an IOI and How Should You Evaluate Them?
An Indication of Interest is not a binding offer — but how you respond to it sets the tone for everything that follows.
Read More →Why Your Advisor's Incentive Structure Matters More Than Their Fee
Not all advisory fees are created equal. Understanding how your banker gets paid reveals everything about their incentives.
Read More →