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 Keystone
Sector
Logistics & Transportation
Enterprise Value
Confidential
Acquirer
Strategic
Structure
100% Acquisition
Close
Q4 2023
Sell-Side M&A
Project Meridian
Sector
Commercial Contracting
Enterprise Value
Confidential
Acquirer
Private Equity
Structure
Majority Recap
Close
Q2 2024
PE Sponsorship
Portfolio Company
Sector
Building Materials
Enterprise Value
Confidential
Structure
Control Acquisition
Close
Q1 2024
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 Coming Soon
Panel Discussion
Lower Middle Market M&A: Trends & Opportunities
A panel discussion on current conditions in the lower middle market, buyer appetite, and what sellers can do to maximize value in any environment.
Video Coming Soon
Podcast
Selling Your Business in the Lower Middle Market
A conversation about the founder mindset in an M&A transaction, common mistakes sellers make, and how to select the right advisor.
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 →