Jonathan Roberts

Jonathan Roberts is a Principal in BDO’s Transaction Advisory Services practice and the Financial Services sector lead, with more than 20 years of experience advising clients on complex corporate finance and M&A transactions.

Jonathan works with private equity firms and corporate clients across the full transaction lifecycle, advising on distressed, early-stage, and growth-oriented M&A. His sector experience spans a broad range of financial and professional services, including insurance carriers and servicers; asset and wealth managers; fintech platforms; banks; specialty finance companies; CPA firms, and law firms.

He brings deep experience across due diligence and execution, including financial and operational due diligence, financial and cash flow modeling, accounting and auditing considerations, and integration readiness.

In addition to his client work, Jonathan serves as BDO’s U.S. sector leader for Financial Institutions & Specialty Finance, supporting audit, tax, and advisory teams across the firm serving clients.

Prior to joining BDO, Jonathan was a Senior Manager in the Financial Services Transaction Advisory Services practice at a Big Four firm. During that time, he worked across the firm’s London, New York, Chicago, and Santiago offices, advising clients throughout the United States, Europe, Asia, and South America.