About

Put the power of a nationally ranked, top 40 CPA firm to work for you. Founded in 1978 and led by active, engaged partners, The Bonadio Group brings a passion and approach to our work that distinguishes us in our field. Each client assignment begins with the close attention of a senior partner, who continues to watch over and advise the relationship as it proceeds, to ensure we optimize the outcome of our services.

Overview

Our Transaction Advisory Services team is an experienced group of transaction professionals, providing middle-market companies with investment banking and corporate finance services. We help clients maximize value in merger and acquisition (M&A) and other corporate finance transactions and access the capital they need to grow their business.

Approach

Bonadio employs an integrated and objective services approach-capitalizing on our experience and working closely with our clients to evaluate opportunities, increase the efficiency of transactions and help execute their strategic plans. From this collective experience, we have developed a broad knowledge base and extensive contacts to call on as we consult on a wide variety of transactions. The application of this experience and technical knowledge offers you a single source solution for generating and maximizing shareholder value.

Services

We provide transaction advisory services to both small and large middle-market companies and their owners.


Past Transactions

Below is a sample of representative transactions completed by Bonadio professionals. We pride ourselves on our disciplined process to investment banking that creates proven results.


Resources

Below is a handful of articles and resources that you may find useful:

Articles/Thought Leadership

Jeff Lewis

Meet the Team Leader:

Jeffrey Lewis CPA - Partner

Jeff is the partner in charge of the firm’s Transaction Advisory Services and Private Equity teams. With over 20 years of experience, he advises clients in M&A activities and accessing capital, and provides accounting and consulting services to providers of private capital and their portfolio companies, as well as other privately held companies.

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Contact Us Today

Considering selling your business or need other transaction advisory services?

Please fill out this form, and The Bonadio Group's Transaction Advisory team will contact you to answer any questions you may have regarding our Transaction Advisory services and offerings.

Meet the Team

Transaction Advisory

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