Protegrity Advisors
Protegrity Advisors, LLC describes itself as an M&A advisory and business valuation firm. Its stated services include sell-side and buy-side advisory, valuations, corporate divestitures, transaction preparation, buyer or target identification, negotiation, and due-diligence coordination.
What stands out about Protegrity Advisors
Protegrity Advisors publicly presents a sell-side and buy-side M&A advisory model with business valuation and transaction-preparation services. The firm states that most clients have revenue between $10 million and $100 million and adjusted EBITDA between $1 million and $7 million, and describes its industry coverage as broad and industry agnostic.[1][2][3][4][5][6][11]
What does Protegrity Advisors do?
Protegrity Advisors, LLC describes itself as an M&A advisory and business valuation firm serving businesses with revenue from $10 million to $100 million. The firm states that it works with companies and family-owned businesses in New York, New Jersey, Connecticut, across the United States, and internationally.[1][2]
Protegrity’s stated services include sell-side advisory, business valuations, business preparation and presentation, buyer identification, negotiation, and corporate divestitures. Its buy-side services include identifying acquisition targets, negotiating payment terms, earn-outs, compensation plans, and employment agreements, as well as due diligence and valuations.
The firm also describes Protegrity Advance™ as a preparation program covering valuation, buyer-metric analysis, recommendations intended to increase valuation, financial-controls analysis, organizational review, and strategy analysis for owners preparing for a future sale.[3][4][5]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Protegrity Advisors?
For an owner evaluating a sale advisor, Protegrity publicly presents sell-side support that combines valuation, preparation, buyer identification, negotiation, and due-diligence-related services. The firm states that most clients fall within $10 million to $100 million of revenue and $1 million to $7 million of adjusted EBITDA, while its sell-side page separately identifies companies with $50 million or more in revenue as potential corporate-divestiture candidates.
The cited FAQ page does not specify a universal success-fee percentage, minimum fee, monthly fee amount, tail period, or termination schedule. Owners may also wish to clarify the contracting legal entity and applicable regulatory or licensing framework for the proposed services, as well as the buyer outreach plan, valuation assumptions, transaction adjustments, engagement team, and comparable experience.[1][3][6]
What exact success-fee percentage, monthly fee, minimum fee, expense reimbursement, tail period, and termination provisions apply
Which legal entity will contract with the client, and what regulatory or licensing framework applies to the specific services
What size transactions and clients does Protegrity Advisors focus on?
Protegrity states that it is industry agnostic. Its Industries page lists aerospace, auto dealerships, behavioral health, business services, chemicals, construction, consumer products, education, environmental services, food and beverage, healthcare and wellness, HVAC and solar, industrial services, manufacturing, medical devices, technology, supply chain and logistics, value-added distribution, and other sectors.[6][7]
Protegrity’s Select Transactions page lists Atlas Asphalt, Golf Cars Inc., IDESCO Corp., Symbrant Technologies, Corporate Construction Inc., Mod-A-Can, Long Island Crane and Rigging, Dashboard Legal, Airfarewatchdog.com, Van Slyck & Associates, VasTech 24/7, RSI Equipment, MMS, and Advanced Care of New York as non-confidential transaction examples.
In a May 2026 announcement, Protegrity said it served as exclusive M&A advisor to Atlas Asphalt in its acquisition by O2 Investment Partners. A February 2026 announcement said it served as exclusive financial advisor to Golf Cars, Inc. in its sale to Midwest Golf & Turf; that transaction was effective January 1, 2026, and financial terms were not disclosed.
Other announcements described Protegrity’s role as exclusive M&A advisor to IDESCO Corp. in its acquisition by Avery Products Corporation, a CCL Industries division, in November 2025; exclusive advisor to Symbrant Technologies in its acquisition by Eastern DataComm, a portfolio company of Baymark Partners, in March 2025; and advisor, alongside IRIS Corporate Finance, to SRBA Group in its majority-interest acquisition of Corporate Construction Inc. in November 2024.[9][10][11][12][13][14]
The firm publicly describes both sell-side and buy-side transaction support. Sell-side services include valuation, preparation, buyer identification, negotiation, and corporate divestitures. Buy-side services include target identification, negotiation of specified transaction and employment terms, due diligence, and valuation.[3][4]
What does Protegrity Advisors publicly disclose about fees, process and engagement terms?
The cited FAQ page describes compensation as a success fee plus a modest monthly fee, but does not publish a universal success-fee percentage, minimum fee, monthly fee amount, tail period, or termination schedule.
The cited Golf Cars transaction announcement states that financial terms were not disclosed. Owners seeking engagement-specific economics or transaction consideration details would need to obtain those terms directly for the relevant matter.[6][11]
The official Terms of Use identify Protegrity Advisors, LLC as the website operator and state that the website is owned and operated by Protegrity Advisors. The cited Terms of Use page does not publish a firm-level broker-dealer, investment-adviser, or other financial-services registration identifier. That page-specific disclosure gap is not a finding of non-registration.[1]
Protegrity describes a process that includes valuation, business preparation and presentation, identification and negotiation with qualified buyers or acquisition targets, due diligence, and transaction-related analysis. Its preparation program also addresses valuation, financial controls, organizational review, and strategy analysis for owners preparing for a future sale.[3][4][5]
Questions to ask before hiring Protegrity Advisors
What exact success-fee percentage, monthly fee, minimum fee, expense reimbursement, tail period, and termination provisions apply?
Which legal entity will contract with the client, and what regulatory or licensing framework applies to the specific services?
What buyer universe and outreach plan would be used for the owner’s sector and geography?
How are valuation assumptions, adjusted EBITDA add-backs, rollover equity, earn-outs, escrow, and working-capital adjustments handled?
Which members of the team would lead the engagement, and what recent comparable transactions can be discussed confidentially?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Services / capabilities
- Services / capabilities
- Industry / market focus
- Industry focus
- Geography / market coverage
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
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