Protegrity Advisors

What Protegrity Advisors does

Protegrity Advisors is a boutique lower middle market M&A advisory firm founded in 2014 and headquartered in Melville, New York. The firm specializes in sell-side and buy-side advisory, business valuations, and corporate divestitures for businesses with $10 million to $100 million in revenue, with a primary focus on family-owned and closely held companies that fall below the threshold of traditional investment banks. Deal activity spans manufacturing, distribution, healthcare, aerospace, construction, technology, security hardware, landscaping, paving, golf car distribution, franchised auto dealerships, and medical gas, with clients ranging from multi-generational businesses to larger firms pursuing divestitures of non-core business units.

Core services include sell-side advisory (full process management from valuation through closing, including adjusted EBITDA financial modeling), buy-side advisory (target identification and due diligence), standalone business valuations, corporate divestiture advisory for $50M+ revenue companies, and international M&A advisory through the Pandea Global M&A network (30+ countries) and a partnership with IRIS Corporate Finance in the Netherlands. The auto dealership vertical is operated through the wholly-owned Protegrity-Bellavia Auto Advisors division. The firm has serviced over 100 clients and advised on sell-side M&A transactions totaling hundreds of millions of dollars, with buyers including public companies (Lindab International, Atlas Copco, CCL Industries, SiteOne), private equity firms (O2 Investment Partners, Capital Extension, Baymark Partners), family offices, and search funds.

The business operates on a traditional professional services model: engagement-based M&A advisory fees tied to transaction value, with a sales-led go-to-market motion built on referral networks (wealth managers, lawyers, accountants), industry events, content marketing, direct outreach, and inbound from PE firms (described as approximately three blind inbound calls per week). There is no proprietary technology platform, no software product, no API, and no AI/ML capability; the firm's competitive position derives from senior-level talent with prior operator and acquirer experience, proprietary deal networks, and third-party-validated process quality (ranked #10 in Axial's 2024 Lower Middle Market Investment Banking League Tables out of 400+ firms).

Name

Protegrity Advisors

Legal name

Protegrity Advisors, LLC

Website

https://protegrityadvisors.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Protegrity Advisors is a boutique lower middle market M&A advisory firm in Melville, New York, providing sell-side, buy-side, valuation, and divestiture advisory to family-owned and closely held businesses with $10 million to $100 million in revenue across 100+ engagements.

Ownership category

akta.pro rank

Product category

M&A Advisory Services

NAICS

Investment Banking and Securities Intermediation (523150), Portfolio Management and Investment Advice (523940), Other Management Consulting Services (541618)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

akta.pro secondary industry

Corporate Strategy Advisory (BPAHADAA)

Keywords

• Mergers and acquisitions
• M&A advisory
• Business valuation
• Middle market investment banking
• Sell-side advisory

Headquarters

HQ city

Ronkonkoma

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. M&A Advisory Fees: Protegrity Advisors earns fees for serving as exclusive M&A advisor to businesses seeking to sell or acquire companies. The firm manages the full transaction lifecycle including valuations, marketing, negotiations, due diligence, and closing. Fee structures are not publicly disclosed but are understood to be based on transaction value or retainer arrangements.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Protegrity Advisors is a boutique M&A advisory firm that manages the full transaction lifecycle for lower middle-market businesses with $10M–$100M in revenue. Its core services include sell-side advisory (valuation, packaging, buyer identification, negotiation, due diligence, and closing), buy-side advisory (target identification and acquisition support), and confidential business valuations. The firm supplements these with specialized offerings including corporate divestitures, cross-border advisory via the Pandea Global M&A network, and Protegrity-Bellavia Auto Advisors for franchised auto dealerships.

Product overview

Protegrity Advisors is a boutique M&A advisory firm serving businesses with revenue from $10 million to $100 million across a wide range of industries. The company operates as a unified service offering rather than a platform-plus-modules architecture. Their core service portfolio consists of M&A Sell-Side Advisory (managing the entire business sale process from valuation through closing), M&A Buy-Side Advisory (identifying targets and supporting acquisition strategies), and Business Valuation Services. These core offerings are supplemented by specialized services including Corporate Divestitures for larger companies analyzing business unit sales, International M&A Advisory Services leveraging the Pandea Global M&A network, and Protegrity-Bellavia Auto Advisors—a specialized sub-brand for the auto dealership industry. The company also offers Protegrity Advance™ as part of its advisory toolkit.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Sell-Side Advisory Advisory services for business owners selling their companies, including valuations, business packaging and presentation, finding and negotiating with qualified buyers, and managing the entire sales process from preparation through closing. Target customers are family-owned and lower middle-market businesses with $10M–$100M in revenue.
• M&A Buy-Side Advisory Advisory services for companies pursuing acquisitions, including identifying potential targets, conducting due diligence, and performing valuations to support acquisition decisions. For acquirers in the lower middle market.
• Business Valuation Services Confidential business valuations based on in-depth analysis of tangible and intangible assets, relevant market research, and current valuation techniques. Used by owners evaluating a sale, estate planning, or strategic decisions.
• Corporate Divestitures Specialized services for companies with $50 million or more in revenue to analyze, position, and execute divestitures of business units or subsidiaries. Supported by Advisory Board member Dr. Emilie Feldman from the Wharton School.
• International M&A Advisory Services Cross-border M&A advisory services leveraging membership in the Pandea Global M&A network to connect clients with international buyers, sellers, and industry professionals across more than 30 countries.
• Protegrity-Bellavia Auto Advisors Specialized M&A advisory division serving franchised auto dealership owners, led by Joseph Bellavia with 35 years of automotive dealership experience. Covers buy- and sell-side transactions for dealership groups.
• Protegrity Advance™ A proprietary service offering within the M&A advisory framework, designed to support the sales process for clients ahead of buyer scrutiny.

Quantifiable outcome

• Over 100 clients serviced across a wide variety of industries
• +3 more outcomes

Named customers13 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• IRIS Corporate Finance (Netherlands)coreStrategic or Co-development Partner · 20 November 2024Protegrity Advisors and IRIS Corporate Finance partnered to represent SRBA Group (Netherlands) in its majority interest acquisition of Corporate Construction Inc. (US). Both firms are members of Pandea Global M&A, an independent advisory network spanning 30+ countries. IRIS and Protegrity played critical roles throughout the cross-border transaction including arranging financing, managing due diligence, and negotiating deal terms.
• Pandea Global M&AcoreStrategic or Co-development Partner · 20 November 2024Protegrity Advisors is a member of Pandea Global M&A, a network of independent advisors in more than 30 countries. Membership enables Protegrity to provide clients with improved access to international buyer pools, overseas acquisition targets, and local market expertise. Through this affiliation, Protegrity works with other member firms to execute cross-border transactions.

Scale indicators5 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Madison Street Capital: Madison Street Capital is an international lower middle market investment banking firm providing M&A advisory, valuation, and financial advisory services — directly comparable in service mix and target deal size to Protegrity.
• Citizens Capital Markets: Citizens Capital Markets provides M&A advisory and capital raising services focused on the lower middle market, including family- and founder-owned businesses — comparable in target market and product offering to Protegrity.
• Generational Equity: Generational Equity is one of the largest lower middle market M&A advisory firms in North America, specializing in sell-side advisory for companies with $10M–$500M revenue — directly overlapping Protegrity's target market and service mix.
• Morgan & Westfield: Morgan & Westfield is a lower middle market M&A advisory firm specializing in the sale of privately held businesses — directly comparable to Protegrity in target client profile and sell-side process offering.
• FocalPoint Partners: FocalPoint Partners is a lower middle market M&A advisory firm offering sell-side, buy-side, and capital raising services — directly comparable to Protegrity in deal size range and service breadth.
• Transworld Business Advisors: Transworld is a large franchise network specializing in lower middle market business sales, M&A advisory, and franchise sales — overlapping with Protegrity in serving closely held businesses selling in the lower middle market.
• Woodbridge International: Woodbridge International is a lower middle market M&A advisory firm with global reach serving companies with $5M–$250M revenue — comparable in target deal size, full-process sell-side model, and cross-border capability.
• Sunbelt Business Brokers: Sunbelt is a large franchise network of business intermediaries and M&A advisors serving the lower middle market with both M&A advisory and business brokerage — overlapping Protegrity at the smaller end of its target range.
• Calder Capital: Calder Capital is a lower middle market M&A advisory firm serving closely held and family-owned businesses across the U.S. — closely comparable in target client profile, deal size, and full-service sell-side process model.

Broad incumbents

• Houlihan Lokey: Houlihan Lokey is a global investment bank with a large middle market M&A advisory practice — competing in adjacent deal sizes and offering similar services, but at larger scale and broader industry coverage than Protegrity.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/ProtegrityAdvisors
• LinkedInlinkedin.com/company/protegrity-advisors-llc
• Xx.com/protegrityllc

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Protegrity Advisors