Jonathan R. Email & Phone Number

As a Principal at BDO USA, I lead the Financial Services Transaction Advisory Services (TAS) team, specializing in M&A within the asset and wealth management, insurance, banking, specialty finance, and fintech sectors. With over 20 years of experience spanning the UK, Europe, and the USA, I bring a wealth of international expertise to my role.My career has been dedicated to guiding private equity and corporate clients through a diverse array of M&A transactions, including distressed, early-stage, and growth M&A, carve-outs, capital raises, turnarounds, and disposals. I have a proven track record of delivering comprehensive advisory services across the entire transaction lifecycle, from due diligence and portfolio reviews to financial and cash flow modeling and integration readiness.My sector-specific knowledge and international credentials enable me to provide tailored solutions that address the unique challenges and opportunities within each industry. Whether navigating complex cross-border transactions or driving strategic growth initiatives, I am committed to delivering exceptional value and insights to my clients.I am also a qualified UK Chartered Accountant with a strong foundation in accounting and financial reporting skills in both IFRS and US GAAP