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.

Bundy Group Announces Additional Investment Banking Capabilities Offered Through Bundy Group Securities

Charlotte, NC – Bundy Group, LLC announces that Bundy Group Securities, LLC has been approved by FINRA as a securities broker-de...
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Impressions and Insights: EASA Convention Summer 2021

After 18 months of industry conferences being postponed, the recent Electrical Apparatus Service Association (EASA) Convention in ...
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Bundy Group Advises United Air Temp in its Acquisition of Albemarle Heating & Air

Bundy Group announces that is has advised United Air Temp, Air Conditioning and Heating ("UAT") and its private equity owner Summi...
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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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