Protegrity Advisors

Prior Transactions

Examples of past transactions which are not confidential are below.

Alure has been acquired by Audax Private Equity
Mercer has been acquired by Champion Tool Cutting Corp
The Garden Dept. has been acquired by SiteOne
Bender Insurance Agency, Inc has been acquired by ACRISURE
Nyfamilydocs has been acquired by Bridges Fund Management
Bisset Nursery & Bisset Equipment Corporation have been acquired by SiteOne Landscape Supply
International key Supplu has been aquired by HL Flake Security Harware has been acquired by Expedia has been acquired by Breg
Van Slyck & Associates has been acquired by Eclipsys
VasTech 24/7 has been acquired by Lawson
RSI Equipment has been acquired by CME
MMS The complete cycle of care has been acquired by crothall  healthcare
Advanced Care of New York has been acquired by AxelaCare
A Long Island headquartered telecom company has been acquired by Cumulus


"A very successful result..."

A divestiture of a business unit can be complicated on many levels, but with the help of the team at Protegrity Advisors, we were able to position the business effectively, navigate through the complexities, and achieve a very successful result.

Jim Wallick, President of Mercer Industries
"Exactly what I was hoping for..."

Protegrity played a critical role in guiding all aspects of the transaction with SiteOne, including negotiating the financial terms and navigating the due diligence process, and the team's professionalism and responsiveness were exactly what I was hoping for and received.

Don Caroleo President of The Garden Dept.
"A great outcome..."

It's important that we provide the best in service to the Long Island market, and The Garden Dept. helps us to meet that objective. Working with Protegrity enabled a great outcome for all parties and we look forward to doing so again.

Justin Recchion Senior Director Strategy, M&A and Investor Relations for SiteOne
"Complete professionalism..."

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.

Ted Morahan Chief Operating Officer, VasTech
"I recommend Protegrity to any business…"

Protegrity Advisors exhibited the highest level of professionalism, concern, business acumen and realism all while keeping me grounded and focused throughout the process of selling my business. The Protegrity team has been my anchor for a number of years, counseling me through numerous corporate challenges. There was not a time when they did not know exactly how and when to execute a solution to challenges during the sale process. Protegrity gave me a great deal of confidence that the final outcome would be a positive one. I recommend Protegrity to any business facing challenges or contemplating a purchase or sale.

Steven A. Mirones President & CEO, Arimed Orthotics and Prosthetics
"Tremendous value at every step in the process…"

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
"Facilitated a successful outcome for all the stakeholders…"

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.

Ed Niemczyk Director, Bridges U.S. Sustainable Growth Fund
"Guided us through a very complex and demanding process…"

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
"Having Protegrity was invaluable…"

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.

Charles Kratt Owner, RSI Equipment, Inc.
"Handled the negotiations as if it were his own company…"

When we sold AirfareWatchdog to Expedia, our Protegrity professional handled the negotiations as if it were his own company being sold.

Airfare Watchdog George Hobica, Chief Executive Officer,
"We could not be happier with the results…"

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
"I would highly recommend Protegrity Advisors..."

Protegrity was integral to the completion of our merger. Having the experienced staff at Protegrity to bounce questions and ideas off was invaluable. With their knowledge and expertise, I was able to make informed decisions confidently without wondering if anything was being left on the table or not considered and I was able to continue running my business while they worked diligently on our deal. I would highly recommend Protegrity Advisors to anyone looking to sell, merge or acquire a business. We couldn’t have done it without them.

Sean McAuliffe Director & Chief Strategy Officer – Automotive, International Key Supply
"The Protegrity team treated me like family every step of the way ..."

The Protegrity team treated me like family every step of the way – they were patient, accessible at all hours and seven days a week, and cared about every issue, regardless of whether big or small. Without their guidance and expertise, there would not have been any deal, let alone one that was such a great outcome for all parties.

Sal Ferro CEO, Alure Home Improvements