"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
New York Family Practice Physicians
"Gregg Schor and the Protegrity team were a pleasure to work with and provided practical, patient, and thorough advice to their clients that facilitated a successful outcome for all the stakeholders in our partnership. We look forward to working with the Protegrity team in the future."
Bridges U.S. Sustainable Growth Fund
"When Bissett Nursery Corp. was acquired by SiteOne Landscape Supply, the Protegrity team added tremendous value to the transaction. They guided us through a very complex and demanding process with the highest degree of professionalism and expertise. Throughout the negotiations, they instilled complete confidence that we were in the strongest possible position based upon their insightful and sophisticated financial analysis. I would highly recommend that anyone considering the sale of their business consult with Protegrity Advisors."
Ellen Bissett DeRiggi
Board of Directors
Bissett Nursery Corp
"When we decided to sell our family business, Protegrity Advisors was there during every stage of the process to help us get to closure. Having Protegrity to turn to for answers and advice was invaluable."
RSI Equipment, Inc.
Acquired by CME – Claflin Medical Equipment
"When we sold AirfareWatchdog to Expedia, our Protegrity Professional handled the negotiations as if it were his own company being sold."
Chief Executive Officer
"When we were contemplating the sale of VasTech (which developed workforce management software for healthcare, hospital and gaming industries) and were subsequently acquired by Lawson Software, Protegrity did it all. They took the time to learn about the ins and outs of our company, industry, clients, partners, products and competitors; identified the right potential buyers; guided us through the entire M&A process with complete professionalism and sensitivity; and always seemed to be in control and at ease, even when negotiations were tough. We could not have been more pleased with the experience or the results."
Chief Operating Officer
"The Protegrity team masterfully navigated our acquisition by Eclipsys (acquired by Allscripts (Nasdaq: MDRX)). Since Protegrity led the process and negotiations, our management team was allowed to focus on our own clients and not be distracted by the hour-to-hour gyrations of the deal, and we were also able to preserve a great working relationship with the buyer. This project was not simply selling a company. For us, you crafted our futures and we could not be happier with the results."
Ann Van Slyck
Chief Executive Officer
Van Slyck & Associates
Industries in which our experts have M&A experience:
- Web/Software Development
- Educational Technology
- Auto Dealerships
- Medical Supplies
- Home Healthcare/Home Infusion
- Retail/Consumer Products
- Equipment Sales
Professional Referral Program
Our business is based on referrals, and we very much appreciate introductions to your clients that could benefit from our services. We work closely with wealth management advisors, accountants, attorneys, and other professionals who trust us to guide their clients and prospects through one of the most important transactions of their lives. We are also pleased to pay referral fees when appropriate or to make charitable donations.
In particular, working with Protegrity creates positive opportunities for wealth management advisors. The sale of a business creates liquidity and assets to manage. For many business owners, their company is their largest asset. By making referrals to Protegrity, wealth management advisors can convert potential clients into clients post-transaction, when there is a real need for wealth management services. Working with us is also a value-add for wealth managers' existing clients: just as advisors review their clients' personal stock portfolios on a regular basis, they can also encourage clients to review the valuation of their business in order to capitalize on favorable market conditions. We keep wealth management advisors involved in the process with pre-transaction planning, deal structure, tax considerations, and trusts and estates planning.
Protegrity also enjoys a beneficial relationship with accountants, whose clients often come to them for advice about the sale process and advice on ways to maximize valuations. We keep accountants involved in the pre-planning stages and throughout the transaction, and utilize their services to prepare and review financial statements in the M&A context, to assist in tax planning and deal structuring, and in the areas of financial projections, due diligence, and personal tax planning.
We also enjoy referral relationships with bankers, who can assist mutual clients with access to buy-side capital, lines of credit, and personal banking needs.
Please contact us for more information about the referral relationships we enjoy with professional service providers.