Mid-market focus Protegrity Advisors targets businesses with revenue from $5 million to $100 million, indicating sales opportunities with mid-market companies seeking M&A guidance and advisory services in the regional Northeast.

Regional foothold Headquartered on Long Island with clients in New York, New Jersey, Connecticut and beyond, offering potential cross-market expansion for buyers or sellers looking to enter or optimize presence in the Northeast.

Recent leadership New advisory board member and executive appointments, including a former Rolex USA president, signal strategic growth and credibility that can be leveraged to attract higher-profile clients and co-sell with private equity firms.

Active client wins Recent engagement with Golf Cars Inc. and completion of its sale to Midwest Golf & Turf demonstrates capacity for end-to-end deal execution and credible case studies to accelerate new client discussions.

Strong deal ecosystem Existing relationships with private equity, strategic buyers and international networks, plus a revenue range consistent with buyers looking for bolt-on acquisitions, creating upsell opportunities for portfolio company M&A support.