The Corporate Finance business unit is launched by The Bonadio Group

The Bonadio Group has launched a new Corporate Finance business unit that combines its investment banking, transaction advisory, and business valuation services. This unit will be integrated into the firm’s existing Advisory & Consulting service line as part of the company’s efforts to enhance services for clients and create more opportunities for its employees. The Corporate Finance team will offer strategic investment banking, M&A advisory, and business valuation services to clients.

Jeff Lewis, partner and leader of the Corporate Finance unit, expressed excitement about bringing together professionals from different areas to offer a broader range of services to help businesses achieve their liquidity, growth, and succession planning objectives. He stated that the new structure aims to streamline the client experience and improve overall service delivery.

The team draws on expertise in sell-side investment banking, Go-to Market assessments, quality of earnings, financial due diligence, and business valuation to provide comprehensive insights into corporate finances. This will facilitate successful M&A transactions and succession planning. For inquiries or further information about this new service offering please contact [email protected] or call (585) 653-4021.

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