Protegrity Advisors, LLC

🕸️Don’t be scared to sell your business! 🕸️ At Protegrity Advisors, we're here to make the process less spooky and more strategic! If you're ready to explore new opportunities or maximize your exit, our team is here to guide you every step of the way. This Halloween, don’t let uncertainty haunt you—take control of your future. 📞 Give us a call today and see how we can help make selling your business a treat! #ProtegrityAdvisors #Halloween #DontBeScared #SellYourBusiness #MergersAndAcquisitions

Protegrity Advisors is proud to announce that Axial has named us #13 out of over 400 investment banks and advisory firms in North America. Axial, a private deal platform and network with over 10,000 financial and strategic investors and M&A advisory firms active in the lower middle market (defined as companies with $5m - $250m in revenue) published its Top 25 Lower Middle Market Investment Banks for Q2 2024. The methodology used by Axial includes the effectiveness of the firm’s M&A process, the outcome of the deals, and the quality of the buyers and sellers. “We are honored to be recognized by Axial,” said Mark Pollack, President of Protegrity Advisors. He added that “we are grateful to be able to work with such high-quality clients and to be trusted by top-tier accountants, lawyers, wealth managers and other professionals who refer their clients to us on a regular basis.” #ProtegrityAdvisors #Axial #Top25MABanks #InvestmentBanking #MergersAndAcquisitions #LowerMiddleMarket #BusinessAdvisory #FinancialAdvisory #PrivateEquity #CorporateFinance #DealMaking #MAMarket #BusinessGrowth #StrategicAdvisory #MALeaders #Recognition #BusinessExcellence #NorthAmerica

Protegrity Advisors is pleased to announce the addition of Armando de Castro, who recently joined Protegrity Advisors as Vice President of Strategy and Research. He was previously the Head of Finance and Strategy at Bloomberg Industry Group, an affiliate of Bloomberg LP. Prior to that, he held Finance and Strategy leadership positions at Discovery, Inc., for over 10 years, including SVP of Revenue Strategy and Insights, SVP of Corporate Financial Planning and Analysis, VP of Finance-International, and Director of Corporate Development. Mark Pollack further added “Armando has a proven track record at Fortune 500 companies leading business units for companies from hundreds of millions to billions in revenue, and combined with his deep transactional expertise on all sides of M&A deals, will make him an invaluable asset to our clients as we continue to grow and deliver results in the lower middle market.’” According to de Castro, “I had previously worked with the Protegrity Advisors’ team on the other side of a transaction and was extremely impressed by their professionalism, work product, and responsiveness. It is exciting to join a leading boutique M&A firm that punches well above its weight class and sells lower middle market clients to public companies, private equity firms, and family offices.” #ProtegrityAdvisors #MergersAndAcquisitions #MAAdvisory #BusinessStrategy #FinanceLeadership #CorporateDevelopment #PrivateEquity #BusinessGrowth

Client Testimonial: We're excited to share this wonderful feedback from Bill Sammon, General Manager, Mod-a-Can. A heartfelt thank you to our client for sharing their positive experience. We're honored to have been part of your journey. If you're a business owner considering selling your company or exploring your options, reach out for a no-obligation M&A advisory consultation. #ClientFeedback #Protegrity #SuccessStory #ReferralAppreciation #MergersAndAcquisitions #BusinessGrowth

Protegrity Advisors is excited to announce its representation of Aerospace and Defense Manufacturer, Mod-A-Can in Strategic Acquisition by Fors Holdings Inc.! A family-owned and operated business founded in 1966, Mod-A-Can manufactures complex brazed assemblies, machined components, display cases, and finishes aerospace structures for both the Department of Defense and commercial aerospace markets, operating out of facilities in Hicksville, New York, and Phoenix, Arizona. All parties are excited about the transaction and expect the company's growth trajectory to continue and accelerate even further. Read the full details here: https://bit.ly/3YSCkT8 Thinking of selling your family-owned business? Let Protegrity Advisors guide you through your options! #MergersAndAcquisitions #Aerospace #BusinessGrowth #ProtegrityAdvisors

The upcoming US election is set to impact the M&A landscape, but Morgan Stanley predicts a strong M&A cycle regardless of the outcome. Historical data shows that presidential election cycles have mixed effects on M&A announcements. Instead, M&A activity is more driven by strong equity markets, open new issue markets, and incoming rate cuts. Whether it’s a Democrat or Republican victory, M&A momentum is likely to continue. What are your thoughts on the future of M&A in 2024? Do you think the election will significantly impact deal-making activity? Share your thoughts below! 👇 #MergersAndAcquisitions #MorganStanley #USElection #ProtegrityAdvisors #InvestmentOpportunities

Protegrity Advisors is thrilled to welcome Stewart Wicht, Former President and CEO of Rolex Watch USA, to our Advisory Board! Stewart, a dual Swiss/British national residing in Geneva, brings over 40 years of international business experience, including a distinguished career at Rolex. His expertise and global perspective will be invaluable as we continue to expand our cross-border M&A transactions. Welcome aboard, Stewart! “Stewart is a wonderful addition to our Advisory Board,” said Gregg Schor, CEO of Protegrity Advisors. “As our reach has become increasingly global and we engage in more cross-border M&A transactions, having someone with Stewart’s depth of international business experience and European presence is incredibly valuable." President of Protegrity Advisors, Mark Pollack added, “Stewart’s extensive network, profound understanding of international markets, and strategic insight will greatly enhance our ability to deliver exceptional value to our clients.” Read the full details at https://bit.ly/3xVwSnB #ProtegrityAdvisors #MergersAndAcquisitions #GlobalBusiness #NewAppointment

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M&A Success Reversed! Discover how the once grim 70% failure rate in mergers and acquisitions has flipped to a 70% success rate over the past 20 years. Bain & Company’s research reveals that firms have completed a staggering 660,000 acquisitions, totaling $56 trillion. Dive into the article for the four key reasons behind this remarkable turnaround. #MergersAndAcquisitions #BusinessSuccess

Client Spotlight: We're thrilled to share these kind words from Brad Allan, President of Long Island Crane & Rigging Inc. The best compliment we can receive is a referral. Thank you, Brad, for your trust and support! As a business owner, if you are ready to sell your company or want to learn more about your options, contact us for a no-obligation M&A advisory consultation. #ClientTestimonial #Protegrity #CustomerSuccess #Referral #BusinessSale #MergersAndAcquisitions #GrowYourBusiness