Initial Discovery Consultation

Fill out the form below to receive an initial discovery consultation that allows you to gauge your company’s worth for a potential sell-strategy.

Our team will be in touch shortly after receiving this information.

Bundy Group’s ability to handle difficult situations with diplomacy and strategic insight was invaluable to my partners and me.

Kirk Walden

President & CEO

Our Experts

Our advisors are here for you,
building positive, long-term connections with clients.

Clint Bundy

Managing Director with over 20 years of investment banking experience across healthcare, tech-enabled services, and business services.

Stewart Carlin

Over 15 years of investment banking and corporate finance experience across industries including healthcare, technology and business services.

Cameron Lord

More than 20 years of M&A, private equity, and corporate finance experience advising business owners and management teams on business sales and corporate strategic initiatives.

Drew Thomas

Extensive 20+ year background in physician practice management, private equity MSOs, healthcare technology, and SaaS within Healthcare & Wellness.

Jordan Frickle

Over 8 years of management, operations, and finance experience with expertise in M&A, growth strategy, and private equity integration.

Lorenc Biqiku

Bringing 9+ years of investment banking experience with expertise in client engagement and industries spanning controls, energy, healthcare, industrials, and technology.

Andrew Ezzat

A decade of corporate and investment banking experience with expertise in capital markets, transaction execution, and financial analysis across multiple sectors.

Dianna Bock

12 years of experience in strategic business growth, operations, and capital transactions, with leadership roles spanning consulting, entrepreneurship, and private business.

Jim Mullens

20+ years of investment banking experience with expertise in fire & security, rail services, manufacturing, and business services.