Cleveland-based IPA 100 firm CBIZ (FY19 net revenue of $811 million) has promoted Thomas Bonney to lead its new national financial services advisory practice.
Under Bonney’s leadership, the new practice will oversee the firm’s suite of financial advisory services designed to help C-suite executives address key business transactions, transitions and transformations, as well as analyze performance and risk management. He will focus primarily on driving value-added services for CBIZ clients on the firm’s financial services advisory platform.
Bonney brings more than 30 years of experience in strategy, finance, operations, technology and business development to the role. He joined CBIZ through its acquisition of CMF Associates in 2017 and previously served as senior managing director for CBIZ CMF, which recently rebranded to CBIZ Private Equity Advisory.
“As a trusted advisor to our clients, the development of a top-tier national advisory platform is a top priority as businesses and individuals alike continue to rely on us to help navigate their increasingly complex financial challenges,” says Chris Spurio, president of CBIZ Financial Services. “Tom’s deep industry expertise and extensive leadership experience make him a natural fit to oversee this platform, and we look forward to continuing to grow and evolve our advisory capabilities with him at the helm.”