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 Welcomes Katherine Faria as Associate and Jodi Cruz as Marketing Associate

Charlotte, NC (September 2026) – Bundy Group, an industry-focused investment bank, is pleased to announce the addition of Kather...

HOW TO SELL A BUSINESS: TURNING A SIGNED OFFER INTO A CLOSED DEAL

Once you select a preferred buyer, the transaction enters the final and most detailed phase: confirmatory diligence and closing. D...

HOW TO SELL A BUSINESS: CHOOSING THE BEST OFFER, NOT JUST THE HIGHEST

The last mile of a competitive sale is not a departure from what came before, but the continuation of it. What began as preparatio...

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.