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

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.

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.

The Automation Business: Building and Realizing Value

In this article for Automation World, Clint Bundy interviews automation expert and former owner of Ultimation, a control system...
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Bundy Group Welcomes Drew Thomas as Director 

Charlotte, NC (April 2024) – Bundy Group, an industry-focused investment bank, is pleased to announce the addition of Drew Thoma...
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Plant engineering, manufacturing M&A: April 2024

In this article for Plant Engineering Magazine, Bundy Group delves into the nine automation transactions for the month of April, n...
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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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