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Driving Business Value in a Sale or Capital Raise: The Sellside Quality of Earnings Report

Season 1 Episode 12

Clint Bundy and Stewart Carlin delve into the pivotal role of a "Sellside Quality of Earnings Report" (Sellside QofE) and how it can empower business owners to maximize the value of their company during a sale. Gain valuable insights on how a Sellside QofE bolsters credibility, safeguards against retrades, and drives up the worth of a business in a highly competitive market.

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From Sales Discipline to Business Value: Lessons with Dan Flaherty

In this episode, Clint Bundy sits down with long‑time friend and sales leader Dan Flaherty to unpack how disciplined sales operations translate directly into enterprise value. Drawing on 25 years leading global sales at Fortune 50 companies and nearly a decade advising small and mid‑sized businesses, Dan explains why buyers pay for the future a...
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Storytelling That Scales: Chris Luecke on Community, Content & Advanced Manufacturing Growth

Bundy Group Insights welcomes Chris Luecke, creator of Manufacturing Happy Hour, for a candid conversation on storytelling, community, and growth in the modern industrials age. Chris shares how his “leadership podcast disguised as a manufacturing show” evolved into a full-time platform spanning weekly episodes, live tours, and conference after-...
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Automation & Industrial Technology M&A — Buyers Roundtable with Peter Derks & Marcelo Silva

Strategic and Private Equity Perspectives for Owners In this episode of Bundy Group Insights, Managing Director Clint Bundy is joined by two leaders, and seasoned acquirors, who bring unique perspectives to the automation and industrial technology sectors: Peter Derks, Managing Director of Vinci Energies, and Marcelo Silva, Managing Director with G...
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Alex's Analysis: Economic and Markets Update

In this episode of Bundy Group Insights, Clint Bundy welcomes back Alex Chausovsky for an in-depth exploration of the current economic landscape and what business leaders can expect through the remainder of 2025. Alex unpacks key forces shaping the economy—from GDP trends and inflationary pressures to labor market dynamics and the ongoing impact...
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The Lorenc Biqiku Story: Immigration, Purpose, and Service at Bundy Group

In this personal and inspiring episode, Managing Director Clint Bundy sits down with Lorenc Biqiku, a longtime Bundy Group team member whose path from Albania to North America—and from fractional researcher to Vice President at Bundy Group—is nothing short of remarkable. Lorenc shares his early life experiences, driven by curiosity and a strong...
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Beyond Valuation: Why the Balance Sheet Can Make or Break an M&A Transaction

In this episode of Bundy Group Insights, Clint Bundy and Stewart Carlin explore a critical but often overlooked topic in M&A: how the balance sheet factors into a business sale. While purchase price usually takes center stage, the structure and components of a company's balance sheet can have a significant impact on deal outcomes. The […...
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Tariffs, Tensions & the Multipolar World: A Geopolitical Deep Dive w/ Alex & Eugene Chausovsky

In this thought-provoking episode of Bundy Group Insights, Alex Chausovsky is joined by geopolitical analyst Eugene Chausovsky, Senior Director at the Newlines Institute. The conversation unpacks the rapidly shifting geopolitical landscape and its direct impact on the global economy, business operations, and international alliances. From the emerge...
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Fire Protection M&A: John Corliss Shares His Journey to a Successful Exit

In this episode of Bundy Group Insights, host Jim Mullens sits down with John Corliss, a seasoned industry expert in fire protection, to discuss his journey of acquiring, growing, and ultimately selling Roanoke Sprinkler. John shares his background, his entrepreneurial approach to business growth, and how he strategically positioned his company for...
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2024 in Review, 2025 in Focus with Clint Bundy, Stewart Carlin & Alex Chausovsky

Clint Bundy, Managing Director, kicks off season two of Bundy Group Insights by diving into the current economic and mergers & acquisitions (M&A) landscape, offering a thorough analysis of 2024 and expectations for 2025. Joined by Alex Chausovsky, Director of Analytics and Consulting, and Stewart Carlin, Managing Director, the conversation...
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Gratitude, Highlights, and What's Next for Bundy Group Insights

As we close out 2024 and Season 1 of Bundy Group Insights, Clint Bundy, Managing Director at Bundy Group, reflects on the year and expresses gratitude to listeners of the Bundy Group Insights podcast. As a boutique investment bank, Bundy Group specializes in assisting business owners and management teams with sales and capital raises, offering [&he...
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Strategies for Success in Fire Protection M&A with John Mackey

In this episode of Bundy Group Insights, Jim Mullens, Managing Director at Bundy Group, interviews John Mackey, founder of The Mackey Group, to discuss the evolving trends, challenges, and opportunities within the fire protection industry. With nearly two decades of experience, Mackey is a trusted authority in fire protection, strategic growth, and...
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Specialization in Investment Banking: Why It Matters for a Business Seller

In this episode of Bundy Group Insights, Clint Bundy and Stewart Carlin, both managing directors of Bundy Group, explore the critical distinctions between generalists and specialists in the investment banking and mergers and acquisitions (M&A) advisory professions. Drawing from their extensive experience, they delve into why specialization in s...
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Discussion with Bundy Group Director Drew Thomas

In this episode of Bundy Group Insights, Clint Bundy sits down with Bundy Group Director Drew Thomas, a seasoned professional with extensive M&A experience in the healthcare, technology, and business service sectors. Drew shares his unique career journey—from his start in the family-owned food service equipment and supplies business, which he...
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