Bundy Group Celebrates 35 Years and our Inc. 5000 Accomplishment + We Share our Mergers & Acquisitions Insights and Updates

Bundy Group has had a busy 2024, and we have several important updates to share.

In July, we celebrated our 35th Anniversary, a landmark that few investment banks have achieved. Learn more about our history through an interview with the firm's founder, Bill Bundy, on our Bundy Group Insights podcast (see below).

We are also excited to share that Bundy Group was recognized as one of American's fastest growing companies by its inclusion on the Inc. 5000 list (see below).

Our team continues to adhere to our mission of empowering business owners to realize the full potential of their life's work by representing them in a business sale or capital raise. 2024 continues to be an active year in our core industries of Healthcare & Life Sciences, Technology-Enabled Services, and Business Services. Scroll down to see our year-to-date update. 

If you would like to speak further with a Bundy Group team member to learn more about our firm and advisory services, then you can contact us at info@bundygroup.com or by reaching out to a specific team member here.

Bundy Group Insights is a podcast that provides listeners with an understanding of the strategies that drive business value in today's dynamic M&A market.

Recent episodes include:

• An interview with Bundy Group founder, Bill Bundy, who discusses our firm's history and his advice to owners and entrepreneurs about building and realizing value. Note: this is a two-part interview.
• A discussion with Bundy Group Director of Analytics and Consulting, Alex Chausovsky. Alex provides an update on the current state of the economy, the M&A market and how owners and executives should view the impact of elections on their businesses.
• Interviews with Bundy Group clients such as Dr. Alison Moon (healthcare services) and Richard Canny (automation; business services) regarding their takeaways from their business sale processes.

Follow along on the following channels to never miss an episode:

Apple podcast: https://lnkd.in/ddyrjrB7 
Spotify: https://lnkd.in/dfE8hFSN 
YouTube: https://lnkd.in/efgdjDkD 

Inc. 5000 Recognition

We are honored to share that Bundy Group was rewarded with a spot on the Inc. 5000 list. Curated by Inc. Magazine, this exclusive list names the 5,000 fastest growing companies in America. We are incredibly proud to be on this prestigious honor roll.

The achievement is another significant milestone and is a direct result of our team's hard work and dedication to provide the most value to privately-held companies and their owners in a business sale or capital raise event.

Bundy Group Year to Date Update

As we head into the last quarter of 2024, we are grateful for the past 35 years, our clients, industry partners and friends. Our successful history is driven by our senior team-driven approach and intense focus on providing first-class client service. See below for more details on two recently closed transactions:

• Bundy Group Advises First Coast Dermatology Associates
• Bundy Group Advises Behavior Consultation & Psychological Services

Thank you for your interest in Bundy Group. Here's to another successful 35 years!