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

Mergers & Acquisitions Services

Our industry-focused team specializes in obtaining successful outcomes for clients seeking a business sale or acquisition.

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 Advises EPIC Systems, an Automation Solutions and Systems Integration organization, in a Sale to VINCI Energies

Bundy Group, an industry-focused investment bank, is pleased to announce that it has successfully advised EPIC Systems Group, LLC ...

Bundy Group Advises Alta Protection Services in Sale to Summit Fire & Security

Charlotte, NC (April 2025) – Bundy Group, an industry-focused investment bank, is pleased to announce that it has successfully a...

Bundy Group Advises Akers Fire Protection in a Sale to Sciens Building Solutions

Charlotte, NC (February 2025) – Bundy Group, a leading industry-focused investment bank, is pleased to announce that it has succ...

Learn More

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.

Connect with Us

Discussions with the Bundy Group Team always remain strictly confidential.

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.

Taking on complex situations

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.

Recent News & Industry Insights

Bundy Group Advises EPIC Systems, an Automation Solutions and Systems Integration organization, in a Sale to VINCI Energies

Bundy Group Advises Alta Protection Services in Sale to Summit Fire & Security

Bundy Group Advises Akers Fire Protection in a Sale to Sciens Building Solutions

Learn More

About

What We Do

Expertise

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.

Taking on complex situations

Our Services & Expertise

Recent News & Industry Insights

Bundy Group Advises EPIC Systems, an Automation Solutions and Systems Integration organization, in a Sale to VINCI Energies

Bundy Group Advises Alta Protection Services in Sale to Summit Fire & Security

Bundy Group Advises Akers Fire Protection in a Sale to Sciens Building Solutions

Learn More

The 'Industry Edge' Newsletter

About

What We Do

Expertise