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 Alex Chausovsky as Director of Analytics and Consulting

Charlotte, NC (September 2023) – Bundy Group, an industry-focused investment bank, is pleased to announce Alex Chausov...
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Structure: The Backbone of a Mergers & Acquisitions Transaction

When a company and its advisors discuss a business sale or recapitalization, the starting topic is often transaction value. After ...
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Cybersecurity Mergers & Acquisitions and Capital Markets — August 2023

In this article for Industrial Cybersecurity Pulse, Bundy Group provides an update on mergers & acquisitions and capital place...
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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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