Transaction Advisory Services

An Integrated and Objective Approach.

Our Transaction Advisory Services team is an experienced group of transaction professionals, providing middle-market companies with investment banking and corporate finance services. With a focus on sell-side M&A transactions, we help clients maximize value in M&A and other corporate finance transactions and access the capital they need to grow their business.

Our team has worked on hundreds of M&A and corporate finance transactions.

Who We Serve 

Private Companies & Business Owners

Public Companies

Private Equity/Venture Capital

Our Transaction Advisory Services

We specialize in sell-side M&A transactions, generally serving companies with annual revenues from $10 million to $250 million and enterprise values from $5 million to well over $100 million.

Investment Banking/Sell-side M&A Advisory
Buy-side M&A Advisory
Capital Sourcing
Other Corporate Finance

The Bonadio Difference 

We employ an integrated and objective approach, capitalizing on our experience and working closely with our clients to evaluate opportunities, increase efficiency of transactions and to help execute their strategic plans.

One of the many benefits of using Bonadio’s Transaction Advisory Services team to sell your business is our ready access to the best tax professionals in Upstate New York (and beyond) from Bonadio’s traditional accounting and tax practice, whom we involve in every transaction.

What Our Clients Have to Say

Bonadio did a fantastic job when it came time to sell my business. They thoroughly explained the process, helped me see my business from a buyer’s perspective, and helped implement changes before going to market. They also made sure I was in the loop and my goals were being met. They executed flawlessly and I couldn’t be happier.

Jim S

Business Owner

An Integrated Service Approach

Our clients concentrate on maximizing value by doing what they do best: building and running their businesses. We seek to maximize value by doing what we do best: conducting a disciplined sell-side investment banking process.

Our process is comprehensive, minimizes disruption to our clients' daily operations and is designed to maintain confidentiality and maximize value.