Texas-Based Boutique Investment Bank & Private Equity

Legacy-Minded
M&A Advisory.

Every transaction is approached with intent, precision, and respect for the culture that made your business great.

"Legacy-minded M&A advisory for entrepreneurs who care about what happens after the ink dries."
$5M – $100M
Target Enterprise Value
$1M – $15M
Qualifying EBITDA Range
Lower Middle Market
Exclusive Focus
Who We Are

Boutique Attention.
Institutional Results.

Gratia Equity Partners is a Texas-based boutique investment bank and private equity sponsor focused exclusively on the lower middle market. We represent business owners in sell-side M&A transactions and selectively sponsor acquisitions as an equity partner.

Our clients are founders and family-owned businesses with $5M–$100M in enterprise value. They deserve the same precision, process, and discretion as any Fortune 500 transaction — and that is exactly what we deliver.

Learn About the Firm

"We are not deal processors. We are trusted advisors who happen to execute transactions."

What We Do

Two Disciplines,
One Committed Team.

01

Sell-Side M&A Advisory

We represent business owners through the full sale process — from initial valuation through final closing. Our process is exhaustive, our network is curated, and our advocacy is unwavering.

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02

Private Equity Sponsorship

As an active equity sponsor, Gratia identifies and acquires lower middle market businesses in our core sectors. We operate as hands-on partners — not passive capital allocators.

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Our Client Profile

Built for the Lower
Middle Market.

We work exclusively with founder-led and family-owned businesses in the $5M–$100M enterprise value range. These are operators who built something real and deserve an advisor with the expertise to maximize the outcome of a once-in-a-lifetime transaction.

We do not take on large-cap mandates. We do not work for buyers. Our entire practice is devoted to representing sellers in the lower middle market — and doing it exceptionally well.

Investment Criteria

  • Enterprise Value: $5M – $100M
  • EBITDA: $1M – $15M
  • Business Age: 5+ years in operation
  • Geography: Texas-based or nationwide
  • Type: Founder-led or family-owned
  • Status: Considering a full or partial exit
Michael D. Rubin Jr.
A Word From Our Founder
"Every founder deserves the exit they worked their entire life for. My job is to make sure you get it."

Michael D. Rubin Jr. founded Gratia Equity Partners after recognizing a gap in the market: lower middle-market owners were being underserved, rushed, and under-represented. He built GEP specifically to change that — one transaction at a time.

Meet Michael
Our Approach

A Process Built for
Certainty.

01

Engagement & Positioning

We begin with a thorough understanding of your business, your goals, and the market.

02

Targeted Buyer Outreach

We identify and approach a curated list of qualified buyers — both financial and strategic.

03

Process & Negotiation

We manage every aspect of the sale process, from IOIs through LOI negotiation.

04

Closing & Transition

We stay at the table through closing, ensuring every term is executed to your benefit.

View the Full 13-Step Process
Begin the Conversation

The Exploratory Meeting
Is Always Free.

We'll spend 30 minutes understanding your business, your goals, and your timeline — with no obligation and complete confidentiality.

Get in Touch

Ready to Have
the Conversation?

Address

Gratia Equity Partners LLC
Frisco, Texas

The exploratory meeting is always free. We'll spend 30 minutes understanding your goals with no obligation.