DEDICATED TO SUPERIOR OUTCOMES

Five Decades of Excellence

An industry-focused boutique advisory firm led by a senior team with more than 400 successful transactions in the past five years

Latest Podcast Episode

Tune into the latest Bundy Group podcast episode. Click here.

Unmatched Experience & Industry Expertise

Since 1989, Bundy Group has provided trusted advisory services to business owners and companies. We are committed to delivering customized solutions to meet a client's exit or capital raise objectives.

36

Years in Business

$1.2B

Total Transaction Value

100+ Years

Combined Team Experience

250+

Successful Transactions

Healthcare

Dermatology & Aesthetics
Physician Practice Management
Healthcare Technology & Services

Technology Enabled Services

Automation & Industrial Technology
Technology Services

Business & Industrial Services

Fire, Security & Safety
Energy & Infrastructure
Transportation & Logistics
Industrials

Client transactions we’ve successfully executed

Bundy Group Insights Podcast

Our goal is to provide you with an understanding of the strategies that drive business value creation in today’s dynamic M&A market.

Actionable strategies to grow and sell your business

Expert advice from M&A and industry leaders

Insights to stay ahead in today’s market

“We are delighted with the Bundy Group team and are grateful to have found an ally.”

Zaidoon A. Al-Zubaidy

President & CEO

Our Experts

Our advisors are here for you,
building positive, long-term connections with clients.

Clint Bundy

Managing Director with over 20 years of investment banking experience across healthcare, tech-enabled services, and business services.

Stewart Carlin

Over 15 years of investment banking and corporate finance experience across industries including healthcare, technology and business services.

Cameron Lord

More than 20 years of M&A, private equity, and corporate finance experience advising business owners and management teams on business sales and corporate strategic initiatives.

Drew Thomas

Extensive 20+ year background in physician practice management, private equity MSOs, healthcare technology, and SaaS within Healthcare & Wellness.

Alex Chausovsky

Internationally recognized economics and markets expert, speaker and strategy consultant.

Jordan Frickle

Over 8 years of management, operations, and finance experience with expertise in M&A, growth strategy, and private equity integration.

Lorenc Biqiku

Bringing 9+ years of investment banking experience with expertise in client engagement and industries spanning controls, energy, healthcare, industrials, and technology.

Andrew Ezzat

A decade of corporate and investment banking experience with expertise in capital markets, transaction execution, and financial analysis across multiple sectors.

Dianna Bock

12 years of experience in strategic business growth, operations, and capital transactions, with leadership roles spanning consulting, entrepreneurship, and private business.

Jim Mullens

20+ years of investment banking experience with expertise in fire & security, rail services, manufacturing, and business services.

Insightful Articles

Thought pieces and industry expertise,
straight from the Bundy Group team’s blog.

Bundy Group: 2025 in Focus

Bundy Group is proud to reflect on another successful year, delivering strong performance and representing clients in business sales across our c...

Insights on the Automation Market’s Future

In a recent article for Automation World, Clint Bundy sits down with Tim Dawson, vice president of industrial automation research at Interact Analysis...

Economic Insights & Market Update: What Lies Ahead

The year 2024 is shaping up to be both interesting and dynamic, with several key economic factors at play. Elevated interest rates and the Federal Res...