DEDICATED TO SUPERIOR OUTCOMES

Over 30 Years of Excellence

An industry-focused boutique advisory firm led by a senior team with more than 250 successful transactions

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.

37

Years in Business

$1.2B

Total Transaction Value

100+ Years

Combined Team Experience

250+

Successful Transactions

Business & Technology Solutions

Automation & Industrial Technology
Fire, Security & Safety
Technology Services
Transportation & Logistics

Energy, Infrastructure & Industrial Solutions

Energy & Infrastructure
Industrials

Healthcare

Dermatology & Aesthetics
Healthcare Services
Healthcare Technology

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

“Our experience with Bundy Group was incredibly positive and supportive from our first interaction with them throughout the entire process."”

Steve Hanlon

Co-founder of LangeTech

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, tech-enabled services and business services.

Drew Thomas

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

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

Katherine Faria

Brings a strong background in strategic finance and M&A, with experience advising privately held and private equity-backed businesses on financial performance, strategic initiatives, and transaction execution.

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...

Driving Practice Value: The Competitive Sale Process

In this article for Practical Dermatology, Clint Bundy, Managing Director of Bundy Group, breaks down the competitive business sale process in the mer...