About Us

Protegrity Advisors is a leading M&A advisory and business valuation firm serving businesses with revenue from $5 million to $100 million across a wide range of industries. Headquartered on Long Island, we work with companies and family-owned businesses in New York, New Jersey, Connecticut and beyond, and have relationships with private equity, strategic and other types of buyers and sellers across the United States and internationally.

Selling a company or acquiring another is a complex undertaking, and we manage the entire process with the utmost confidentiality, from preparation to completion and everything in between, advising business owners on how to navigate the challenges. Our advisors have all bought and sold companies as owners, CEOs, CFOs, General Counsel, senior business executives and investment bankers. As a result, we have the capability to understand issues from all perspectives and can provide significantly greater expertise and value than traditional business brokers and investment banking firms, which typically devote their full attention to larger transactions and do not spend the time required to understand their clients' businesses.

For business owners who may not be ready to begin the M&A process but would like to learn more about it and what steps to take in advance, we can provide a no-obligation M&A advisory consultation.

Client Testimonials

“Protegrity Advisors worked with us to identify and evaluate potential strategies and options, and when they introduced us to Bridges Fund Management, we knew that we had found the right partner for our patients and employees. The Protegrity team demonstrated their expertise and tremendous value at every step in the process and allowed us to keep our primary focus on the care of our patients, rather than on the transaction.”

Dr. Giovanni Marciano
Co-Founder
New York Family Practice Physicians