Bonadio Group has announced the launch of a new corporate finance business unit that will provide investment banking, transaction advisory and business valuation services to clients. This unit will be integrated into the firm’s existing line of advisory and consulting services as part of its efforts to improve customer service and create more opportunities for its employees. The corporate finance team will offer clients strategic investment banking, M&A advisory and business valuation services.

Jeff Lewis, Partner and Head of Corporate Finance, expressed his excitement at bringing together professionals from various fields to offer a broader range of services to help businesses achieve their liquidity, growth and succession planning goals. Drawing on expertise in sell-side investment banking, Go-to Market valuations, earnings quality, financial due diligence and business valuation, the team will provide comprehensive corporate finance insight to facilitate successful M&A transactions and succession planning.

The new structure aims to streamline the customer experience and improve overall service delivery. For inquiries please contact [email protected] or call (585) 653-4021

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