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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 Celebrates 35 Years and our Inc. 5000 Accomplishment + We Share our Mergers & Acquisitions Insights and Updates
Bundy Group has had a busy 2024, and we have several important updates to share. In July, we celebrated our 35th Anniversary, a la...
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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...
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Bundy Group Advises Behavior Consultation & Psychological Services in a Sale to Behavioral Framework, a portfolio company of Renovus Capital
Bundy Group, an industry-focused investment bank, is pleased to announce that it has successfully advised Behavior Consultation &a...
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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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