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We advise clients and deliver options on their behalf in the areas of business sales, capital raises, and acquisitions.
Mergers & Acquisitions Advisory Services
Capital Raise
Advisory Services
Strategic
Advisory Services
Mergers & Acquisitions

Sell-Side Advisory Services

In representing an owner in a complete or partial exit from a business, we run a comprehensive, confidential, and structured process:
Understand the company and advise on how to best position the firm to the market

30+ years of experience and a Rolodex of strategic and private equity buyers allow our team to provide confidence to clients on the certainty of a transaction outcome
Work with the client to create in-depth financial projections and other analytics to support the story of a company

Develop confidential marketing materials

Identify and advise on potential buyer options
Manage the offer, negotiation, and buyer selection stages 

Contact potential industry and / or private equity buyers
 
Work with the client’s legal, accounting and wealth management teams to navigate the due diligence and transaction closing phases of the process
Mergers & Acquisitions

Buy-Side Advisory Services

Whether it be a company or a private equity group that is focused on growth through acquisition, Bundy Group can offer both its expertise and immense network of business relationships for a client in need of a buy-side investment banking representative.
Offer our industry insights to help a company assess the strategic landscape as a part of growth through acquisition
Assist in the evaluation and selection of acquisition candidates
Engage potential acquisition candidates for conversations
Assist in arranging in financing
Represent our client through the negotiation and due diligence process
Work with the client’s management, legal and accounting teams through the close of the transaction.

Capital Raise Advisory Services

Bundy Group’s team provides expertise for companies seeking capital for growth, acquisitions, buying out other shareholders, or reducing borrowing costs.

Our extensive relationships in the capital markets allow our firm to deliver clients with numerous options to consider when seeking the best solution for their goals.

Examples of Bundy Group’s capital relationships include:
Senior Credit
Unitranche
Second Lien and Mezzanine
Recurring Revenue Financing
Minority Equity Capital
Bundy Group will customize both our capital raise process and delivery of capital options based on the client’s objectives and timeline.
Key Strategic Advisory Services
Special Situations
Advisory
Shareholder & Board Advisory
Valuation & Pre-Sale Preparation
Strategic Growth
Initiatives

Strategic Advisory Services

Bundy Group offers advice and guidance to shareholders, boards and management teams as they are exploring ways to grow a firm, build value, prepare for a sale or address any other number of business strategic initiatives.

Our industry know-how, operational backgrounds, and experience in advising companies give Bundy Group’s clients an advantage when analyzing complex situations and challenges.

In providing strategic advice to our clients, the Bundy Group team maintains a committed focus on helping to improve a client’s position of strength for today and the future.
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