Transaction Advisory Services

An Integrated and Objective Approach.

Our Transaction Advisory Services team is supported by a unique blend of investment bankers, transaction professionals, accounting and tax experts, and business advisors that bring over 40 years of transaction expertise to each transaction.

Visit the Middle Market M&A Update Resource Page

Who We Serve 

Private Equity & Strategic Buyers

Public Companies & Business Owners

Other Transaction Participants

The Bonadio Difference 

Our experience makes us uniquely qualified to understand the intricacies involved in closing a transaction and working through the various pre-and post-closing transactional, accounting, tax, and operational issues that typically surround middle-market M&A transactions.

No other local or regional accounting firm offers the same breadth or depth of transaction services as The Bonadio Group. Simply put, we offer the same capabilities as the biggest firms in the country, with a service delivery style similar to smaller firms. Our partners are actively involved in each transaction, and can easily mobilize resources to meet your needs and deadlines.

What Our Clients Have to Say

Bonadio was an invaluable part of our M&A transaction team. They prepared a thorough quality of earnings report, and assisted with transaction structuring, due diligence and the post-closing true up. I was impressed with the level of partner involvement, attention to detail, and their pragmatic approach to overcoming obstacles. Our M&A transaction couldn’t have been successful without them!

Jim H.

Business Owner

An Integrated Service Approach

We draw on diverse professionals throughout the firm to assist you in meeting your transaction objectives.

Whether you need help negotiating a deal, verifying financial information, addressing tax aspects of a deal or integrating an acquisition target, our experienced professionals are available to assist.