Chief Executive Officer
Protegrity CEO Gregg Schor brings to the table more than two decades of experience managing the mergers and acquisitions process for organizations of all sizes and industries including technology, retail, healthcare, and construction. He has lived and breathed the M&A process for countless companies both as an outside advisor and an in-house executive, bringing a valuable perspective to all matters he handles.
As Protegrity CEO, Gregg has overseen the acquisition of clients by companies including Expedia, SiteOne, Broadridge, Allscripts, Success Factors, and Penton. Responsible for managing Protegrity's strategic development and expansion, Gregg has developed an extensive network of national and international relationships with private equity firms, family offices, search funds, and serial entrepreneurs, as well as public and private companies looking for businesses to acquire. He also maintains relationships with professional service providers across the globe that stand ready to assist Protegrity clients should the need arise.
Prior to his role with Protegrity, Gregg held senior management positions at technology companies that were acquired by some of the largest technology powerhouses in the world including IBM, Microsoft, and EMC. As Director of European Operations for Softworks, Gregg oversaw the acquisition of a French distributor of the company's products and was responsible for taking over direct operations in France as well as opening and running a subsidiary organization. He also served as Senior Vice President of Corporate Development for international software company Acronis, where he led the acquisition and integration of GroupLogic.
Gregg maintains a strong interest in international affairs and human rights. A member of the Carnegie Council for Ethics in International Affairs, Gregg received a J.D. from St. John's University School of Law and a diploma on International and Comparative Law for study in Russia and Poland from the University of San Diego School of Law. Gregg also completed the Mergers and Acquisitions executive education program at the Wharton School of the University of Pennsylvania. He was recently recognized with a SmartCEO Future 50 Award, which recognizes business leaders that embody the entrepreneurial spirit critical for success.
Bruce Newman has served as a trusted advisor to numerous lower middle market businesses on a wide range of transactions including sell-side/buy-side M&A, partnership buyouts, valuations, growth capital, and debt financing.
Bruce is a serial entrepreneur with over 25 years of experience in developing and financing a variety of technology, media, product, and service companies, where he was responsible for revenue creation, business acquisitions, client/supplier partnerships, product development, financial controls, and capital funding to build and run successful operations. He has structured nearly $50 million in venture capital financings for private and public early stage companies where he was a founder and CEO. Bruce is also an organizational expert who understands the startup, expansion, and exit phases of a business.
Bruce also serves as Chair of the Stony Brook University College of Business Entrepreneurs Edge interview series as well as Co-Chair and Treasurer of the Social Enterprise Alliance of Long Island. He is also past President of the Brookhaven Business Advisory Council and serves as a non-executive advisor to several product innovation and service companies. In addition, Bruce is co-author of a book on software for the commercial design industry and is an inventor of record on two U.S. patents in the area of electronic distribution.
Director of Business Development
Bill Borges has founded, managed and sold multiple companies in a variety of industries. As an entrepreneur with over 20 years of experience he is well versed in all aspects of business creation, revenue development, infrastructure build-out and exits. Bill is also experienced in commercial real estate development and has supervised numerous new construction and renovation projects.
Bill is a graduate of Stony Brook University and is heavily immersed in a number of charitable endeavors. His contributions and work with nonprofit groups include Stony Brook Children's Hospital, Easter Seals, Light house Mission and Island Harvest. Bill is also on the advisory boards of several companies and organizations.
Director of Financial Modeling and Valuations
Eric Langmack is a financial analyst with over 15 years of experience as a financial advisor to lower-middle-market businesses across a variety of industries. He is particularly adept at assessing a company's financial strengths, which include developing sophisticated financial models and evaluating the company's future prospects and risks. He is an expert at identifying the key drivers of a business model and creating financial projections based on those drivers.
Eric is proficient at estimating both stand-alone financial value of businesses and investment/strategic value that includes potential acquisition synergies. For potential M&A transactions, Eric provides valuation analysis and deal structure recommendations, as well as negotiating strategy. For buy-side transactions Eric develops post-acquisition financial projections to reflect integration of the target company, synergies from the transaction, and the capacity of the company to service any additional debt arising from the transaction.
Eric graduated at the top of his class with a Masters in Finance from the University of Iowa and received the second highest score in the U.S. out of 65,000 people on the Certified Public Accountant (CPA) exam. Eric subsequently earned the Accredited in Business Valuations (ABV) designation.
Robert Hitzig is a Research Analyst for Protegrity Advisors. In this role, he specializes in quantitative and qualitative analysis to help identify prospective buyers and sellers for Protegrity clients, and is also directly involved in the firm's M&A process.
Before joining Protegrity, Robert worked with Envestnet PMC, where he supported senior analyst research on mutual fund and separate managed accounts in the U.S. Small to Mid-Cap space. Envestnet PMC is the portfolio consulting division of Envestnet [NYSE: ENV], which provides integrated portfolio, practice management, and reporting solutions to over 50,0000 financial advisors and institutions.
Robert is a graduate of Stony Brook University, holding a Bachelor of Science degree in Business Management with a specialization in Finance. While at Stony Brook, he served as special assistant to the school's senior Mergers & Acquisitions professor. Robert also founded and was President of the New York Society of Security Analysts Chapter at Stony Brook, where his team participated in the CFA Institute Research Challenge.
The Protegrity Executive Advisory Board provides leadership, support and direct input to the management team at Protegrity Advisors. They are a valued extension of the management team that provides the diversity of opinion and experience to help drive continuous improvements.
Joseph N. Campolo
Chairman, Protegrity Advisory Board
Managing Partner, Campolo, Middleton & McCormick, LLP
Joe Campolo, Chairman of the Protegrity Advisory Board, has vast experience in the M&A space from all sides of the table, from lawyer to client to advisor.
Joe serves as the Managing Partner of Campolo, Middleton & McCormick, LLP, a premier law firm located in Ronkonkoma and Bridgehampton, New York. Under Joe's leadership, the firm has grown from two lawyers to a robust and highly respected team of over 30 lawyers servicing clients in a wide range of legal practice areas, and continues to grow. Over the past five years, CMM has assisted clients in closing $3.5 billion in business transactions.
Prior to starting the firm, Joe served as in-house General Counsel to a national technology company, where he was ultimately promoted to President. During his tenure, he was responsible for driving the company's international growth and gained tremendous experience in negotiating and closing all types of business deals, culminating in the successful sale of the company.
In addition to his professional roles, Joe is deeply involved in the community, serving on the boards of many national and local organizations, and served honorably in the United States Marine Corps. An Executive Producer of Tribute, an award-winning short film, Joe is also a published author on negotiation and business development topics. He pens a popular weekly blog, Off the Record, where he connects with the business community by sharing his refreshingly honest views on current events, critical social issues, and personal topics.
Angel Investor and Chief Executive Officer, Capri Ventures
Alex Pinchev is a veteran global executive with a 35+ year track record of success in the software industry whose experience ranges from founding companies to being a senior executive and serving on boards of prominent publicly traded global companies. He was previously the President of Global Sales and Marketing at Rackspace, a publicly traded company with revenue approaching $2 billion and over 300,000 customers worldwide. From 2003 to 2012, he led global sales, services and field marketing at Red Hat, and helped increase the company's revenue tenfold to more than $1 billion. While at Red Hat, Alex built key relationships with many Fortune 1000 companies and launched a global partner network with major original equipment manufacturers, value-added resellers, independent software vendors and system integrators.
After leaving Red Hat, Alex served as President and CEO of Acronis, a leader in data protection and disaster recovery software. He is the CEO of Capri Ventures, which helps tech companies develop go-to-market strategies, sales scalability and business modeling to accelerate growth. Alex serves on the board of directors of numerous companies, including Quantum Corp. [NYSE: QTM], and is the Chairman of Quantum's Strategy Committee.
Alex holds a master's degree in applied mathematics and computer science from University ITMO in St. Petersburg, Russia.
President & Chief Executive Officer, Progress Software
Yogesh Gupta is the President & CEO of Progress Software (NASDAQ: PRGS), a global leader in application development, with offerings spanning web, mobile and data for on-premise and cloud environments, powering startups and industry titans worldwide. He is a software industry veteran with over two decades of experience in product development, marketing, strategy, planning and business development. Yogesh was formerly the Chairman and CEO of Kaseya, the world's leading IT Management software provider for MSPs and mid-market enterprises. He has also been the CEO of FatWire Software, which was sold to Oracle after four years of significant revenue growth under his leadership. Prior to FatWire, he held senior management roles at CA (NYSE: CA) where he was Chief Technology Officer for over five years and, in 2004, was selected by InfoWorld as one of the 25 most influential CTOs worldwide. As CTO he delivered double-digit annual revenue growth of a multi-billion dollar portfolio. He also led the acquisition of three public and 15 private companies over a two-and-a-half year period.
A recognized expert in emerging technologies and industry trends, Yogesh is a published author and much sought-after speaker who regularly presents to audiences ranging from CIOs to CTOs, to industry analysts, financial investors and the media. He holds a patent in the field of neural networks, has a Bachelors degree in Electronics Engineering from the Indian Institute of Technology, Madras, and a Masters degree in Computer Science from the University of Wisconsin.
Savio S. Chan
President & CEO, U.S. China Partners
Savio Chan serves as President and Chief Executive Officer of U.S. China Partners, a privately held business development firm specializing in Market Entry, Strategic Sourcing and Marketing Development in China for U.S. companies. Mr. Chan facilitates local and cross-border joint ventures among leading Chinese multinationals as well as Fortune 1000 companies. He also advises brands like Apple, Louis Vuitton, Brooks Brothers, HSBC Bank, Thomson Reuters and Caesars Palace on strategies with China consumers and Asian American businesses.
Mr. Chan, who attended Baruch College with a major in International Marketing, has been featured in numerous industry and trade success profiles, including articles in The New York Times, Forbes, Chief Executive Magazine, InformationWeek, INC. Magazine, and Newsday. He serves as Vice Chairman of Luxury Marketing Council China and was the president of the Northeast Chapter of US Pan Asian Chamber of Commerce, the largest Pan Asian Chamber in the country for more than eight years. His book, "China Super Consumers – What One Billion Customers Want and How to Sell it to Them" was published by John Wiley & Sons in 2014. In 2015, he co-founded iLEAD (Intergenerational Leadership entrepreneurial Accelerated Development Program) with the Cheung Kong Graduate School of Business and Cornell University.
Dr. Yacov Shamash
Vice President for Economic Development and Dean of the College of Engineering and Applied Sciences at Stony Brook University
Dr. Yacov Shamash is Vice President for Economic Development and the Dean of the College of Engineering and Applied Sciences at Stony Brook University. As Vice President, Dr. Shamash supervises the University's three incubators, two New York State Centers for Advanced Technology, the Center of Excellence in Wireless and Information Technology (CEWIT), the Advanced Energy Research and Technology Center (AERTC), the Small Business Development Center, and the workforce development programs of the Center for Emerging Technologies. The College of Engineering and Applied Sciences has more than 3,000 undergraduate and 1,400 graduate students. During his tenure, College research expenditures have increased six-fold to $33M per year. In 1994 he helped establish the highly successful state-wide SPIR program (Strategic Partnership for Industrial Resurgence). During the past ten years, working through the SPIR program, the College has partnered with more than 395 companies to assist them with more than 2,127 projects.
Prior to joining SUNY Stony Brook in 1992, Dr. Shamash served as the Director of the School of Electrical Engineering and Computer Science at Washington State University, where he established the National Science Foundation Industry/University Center for the Design of Analog/Digital Integrated Circuits.
He is currently a member of the Board of Directors of Keytronic Corp. (KTCC) and Applied DNA, Inc. (APDN). He also served on the Board of four other companies until their sale; namely, America Medical Alert (AMAC), Netsmart Technology (NTST), Invision Inc., and Manchester Technologies Corp. He is also a founder and a member of the Board of Directors of the Long Island Software & Technology Network (LISTnet) and the Long Island Angel Network.
Dr. Shamash has also held faculty positions at Florida Atlantic University, the University of Pennsylvania and Tel Aviv University. He received his undergraduate and graduate degrees from Imperial College of Science and Technology in London, England. He has authored more than 130 publications and is a Fellow of the IEEE.
James R. Brennan, F.A.C.H.E.
Mr. Brennan is a military veteran, experienced entrepreneur and investment banker with a strong record of results-driven business execution and deal making, which includes twenty-five years of experience in strategy, corporate / business development, sales and marketing management and international business in deploying software, services and devices.
Jim has successfully led three turn-around projects; founded several companies; led the acquisition or sale of numerous companies; managed a team at a Fortune 500 company that successfully delivered more than 300 IT projects and launched several mobile computing products.
To date, Jim has negotiated over 200-technology license and acquisition deals domestically and has worked on projects internationally. He earned a MBA (Finance) degree from New York University, a Bachelor's degree in Electrical Engineering from Cornell University, an Associate degree in Engineering Science from Farmingdale University, is a Founding member of multiple non-profit organizations and is a Fellow of the American College of Healthcare Executives (FACHE).
Emilie R. Feldman
Associate Professor of Management, Wharton School of the University of Pennsylvania
Emilie R. Feldman is an Associate Professor of Management (with tenure) at the Wharton School of the University of Pennsylvania. She graduated magna cum laude from Harvard College, where she studied Economics and French Literature, and she received her MBA and DBA in Strategy from the Harvard Business School. Her dissertation won the Wyss Award for Excellence in Doctoral Research at the Harvard Business School and was a finalist for the Wiley-Blackwell Outstanding Dissertation Award from the Academy of Management.
Emilie’s research focuses on corporate strategy and governance, with particular interests in the internal functioning of multi-business firms and the role that divestitures, spinoffs, and mergers and acquisitions play in corporate reconfiguration. Her research has been published in top academic journals, including the Strategic Management Journal, Strategy Science, Organization Science, and the Academy of Management Journal. She has received numerous scholarly awards, including the Emerging Scholar Award and the Best Conference Paper Award from the Strategic Management Society as well as two Distinguished Paper Awards from the Academy of Management. Additionally, her research has been featured extensively in popular press outlets such as the New York Times, the Washington Post, the New Yorker, and Fortune.
Emilie currently serves as an Associate Editor of the Strategic Management Journal, and she is on the Editorial Board of Organization Science. She is the Associate Program Chair of the Competitive Strategy Interest Group in the Strategic Management Society, and she is a member of the Executive Committee of the Business Policy and Strategy Division of the Academy of Management.
Emilie teaches courses on mergers and acquisitions, divestitures, corporate strategy, and corporate governance in the undergraduate, MBA, law, and executive programs at Wharton and Penn. She received the Undergraduate Excellence in Teaching Award in 2017. She has also consulted and served as a speaker to numerous practitioner audiences.