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30+ YEARS OF EXCELLENCE

Founded in 1989 by Bill Bundy, the goal of the company has been and continues to be to guide clients through exit planning and growth needs.

Our dedication to our clients and a commitment to delivering them exceptional outcomes has earned Bundy Group our reputation as a premier advisory firm.
Our Services
ANALYZING EVERY LAYER

Taking on complex situations

Every client engagement creates a different set of needs and requirements. Our team is skilled at managing complexities and customizing a process that takes into account each transaction’s dynamics. This allows our clients to achieve their stated goals with Bundy Group managing many of the challenges either for them or with them.
WHAT WE SPECIALIZE IN

Our Services & Expertise

Your relationship building efforts over the past few years with the Simmons Family and MAI management were critical in navigating all parties to the closing table. You successfully earned everyone’s trust in what proved to be a very complicated situation involving multiple internal self-interests.

Lisa Watson, Chairman of the Board

Recent News & Industry Insights

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

Bundy Group: 2025 in Focus
Bundy Group is proud to reflect on another successful year, delivering strong performance and representing clients in busines...
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Bundy Group Advises CITI, an Automation Solutions Firm, in a Sale to Vessco Water, a portfolio company of Gryphon Investors
Charlotte, NC (January 2025) – Bundy Group, an industry-focused investment bank, is pleased to announce that it has successfully...
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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 ...
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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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Discussions with the Bundy Group Team always remain strictly confidential.
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