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The Bonadio Group is excited to announce the launch of its new Corporate Finance business unit, which combines its investment banking, transaction advisory, and business valuation services. This new unit will be integrated into the firm’s existing Advisory & Consulting service line as part of its 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. Drawing on expertise in sell-side investment banking, Go-to Market assessments, quality of earnings, financial due diligence, and business valuation, the team will provide comprehensive insights into corporate finances to facilitate successful M&A transactions and succession planning.

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

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