A Boutique Advisory Firm with an Industry-Focused Senior Team and 200+ Successful Transactions

Founded in 1989, Bundy Group remains dedicated to obtaining superior outcomes for clients seeking a business sale, capital raise or acquisition.

Setting New Standards for Industry-Wide Excellence

Bundy Group’s team has accumulated sector-specific knowledge and relationships through numerous client engagements and transactions on a by-industry basis.
Our Expertise

Bundy Group’s ability to handle difficult situations with diplomacy and strategic insight was invaluable to my partners and me.

Kirk Walden, President & CEO

Notable Transactions

Our services are nothing without performance. Bundy Group has closed over 200+ transactions, providing our clients with first-rate outcomes. We focus on bringing that client-centric, results-driven attention to each engagement.

Recent News & Industry Insights

Strategic insights and articles by our team as well as Bundy Group transaction announcements.

Bundy Group Announces Additional Investment Banking Capabilities Offered Through Bundy Group Securities

Charlotte, NC – Bundy Group, LLC announces that Bundy Group Securities, LLC has been approved by FINRA as a securities broker-de...
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Impressions and Insights: EASA Convention Summer 2021

After 18 months of industry conferences being postponed, the recent Electrical Apparatus Service Association (EASA) Convention in ...
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Bundy Group Advises United Air Temp in its Acquisition of Albemarle Heating & Air

Bundy Group announces that is has advised United Air Temp, Air Conditioning and Heating ("UAT") and its private equity owner Summi...
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Whether you are planning on selling your business in the near future, are in need of growth capital, or just want to gain our insights, the Bundy Group team is always happy to connect. Please contact our team to further the conversation.
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