The Bundy Group team recently gathered in Charlotte for a company retreat to reflect on our growth, align on future goals, welcome new team members, and enjoy time together. The retreat was both engaging and productive, covering a broad spectrum of topics—from company strategy and our strong pipeline of client engagements to team bonding. Through dynamic discussions and a bit of friendly competition on the golf simulator, we left feeling inspired, energized, and ready for what’s ahead. Investing in time together not only strengthens our company culture, but also fuels our commitment to serving each of our clients with excellence. Here's to continued growth and teamwork (and maybe even nailing our golf swing ??)!
Bundy Group
投资银行业务
Charlotte，North Carolina 1,128 位关注者
Dedicated to obtaining superior outcomes for clients seeking a business sale, capital raise or acquisition
关于我们
Established in 1989, Bundy Group is an industry-focused investment bank that specializes in representing business owners and management teams in business sales, acquisitions, and capital raises. The team of highly experienced investment bankers leverages extensive industry knowledge and skill to provide hands-on guidance to clients through every phase of the business transaction. Bundy Group has been a trusted partner in more than 250 closed deals over the past 33 years, providing high quality options, actionable insights, and delivery of optimal strategic fit at a premium value for our clients.
Bundy Group Securities, LLC is a registered broker-dealer and member of FINRA and SIPC. More information on the background of Bundy Group Securities, LLC is available at FINRA's BrokerCheck.
- 网站
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https://www.bundygroup.com
Bundy Group的外部链接
- 所属行业
- 投资银行业务
- 规模
- 2-10 人
- 总部
- Charlotte，North Carolina
- 类型
- 私人持股
- 创立
- 1989
- 领域
- Investment Banking、Mergers & Acquisitions Advisory、Business Broker、Equity Capital Raise、Capital Raise、Private Placement、Business Valuations、Debt Refinance和Debt Raise
地点
Bundy Group员工
动态
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Exciting times ahead for the ABA Therapy sector in 2025. At Bundy Group, we’re dedicated to helping founders navigate M&A opportunities by fostering strategic partnerships to maximize value and continue the success of your business.
ABA Therapy Outlook – 2025 ? Healthcare has been a key focus for our firm for over 20 years. At Bundy Group, we are passionate about our work within the ABA Therapy sector.?See below for a few thoughts on the outlook for ABA Therapy M&A in 2025: ? - The evolution of state-level review of healthcare transactions continues to be an area of focus.?With each state having different perspectives, understanding regulatory hurdles is critical, given over 80% of ABA Therapy deals last year had private equity involvement.? ? - While volatility remains a main focus of conversation in the current economic environment, market participants have become more comfortable and adept at dealing with it, which has accelerated activity within the M&A markets. ? - ABA therapy continues to be an area of strong interest within the Behavioral Health market, with founders looking to bring on a strategic partner to enhance growth.?The key is finding a buyer that will preserve and build upon all the hard work founders put into building their clinics - that is where hiring the right investment banking advisor comes in. ? Our work on the BCPS deal last year has further accelerated our focus to support ABA Therapy businesses in maximizing value and finding the best partner to help expand access to care. Click below to read full details of the sale:
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In the latest episode of Bundy Group Insights, Jim Mullens, Managing Director at Bundy Group, sits down with John Corliss of Growthworks Capital, a specialist in the fire protection sector.?John discusses his journey of acquiring, scaling, and successfully exiting Roanoke Sprinkler Inc, a leading player in the fire protection sector. John shares key lessons on: ? Preparing for an exit ? Working with the right investment banking partner ? Maximizing value through a competitive sale process ? Scalability and recurring revenue ?Aligning with the right buyer Listen to the full episode, and all other episodes of Bundy Group Insights, by following on the below listening platforms ???: Apple podcast: https://lnkd.in/ddyrjrB7 Spotify: https://lnkd.in/dfE8hFSN YouTube: https://lnkd.in/efgdjDkD
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Managing Director Jim Mullens is excited to attend the National Association of Fire Equipment Distributors (NAFED) 2025 Conference in Las Vegas on March 6-7. This annual event brings together industry leaders in fire equipment distribution and safety services, offering valuable insights and discussions on the future of the field. As an industry-focused boutique investment bank, Bundy Group remains committed to advising businesses in the Fire, Security & Safety sector. If you will be at the NAFED conference and have a few minutes to meet, then please reach out to Jim Mullens to schedule some time. #NAFED2025 #FireProtection #BundyGroup
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We’re excited to announce that Bundy Group successfully advised CITI, Inc., an automation and industrial technology solutions provider, in a sale to Vessco Water, a portfolio company of Gryphon Investors. CITI has become a leading systems integrator serving commercial and government entities across the Eastern United States within the water and wastewater industries. The sale process generated a substantial amount of interest from well capitalized buyers and highlights Bundy Group’s continued success in the automation and technology-enabled services sectors. The Bundy Group transaction team included Jordan Frickle, Stewart Carlin, CFA, Lorenc Biqiku, and Clint Bundy. To read about the transaction click the link here, (https://lnkd.in/ehUK7Ard). #MergersAndAcquisitions #Automation #AutomationMergers #IndustrialTechnology #BundyGroup
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Another client success for Bundy Group in the Fire, Security & Safety industry! We appreciated the opportunity to represent the Akers team in this sale! Jim Mullens Stewart Carlin, CFA Sciens Building Solutions #fireprotection
Hello, Virginia! We are stoked to welcome Akers Fire Protection to the Sciens family of companies. Read the full press release here: https://lnkd.in/eg5XZMji #sciensproud #wearesciens #acquisition #AcquisitionNews
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We kick off Season 2 of Bundy Group Insights with a deep dive into the economic landscape and the Mergers and Acquisitions outlook for 2025. Clint Bundy, Managing Director, is joined by Director of Analytics and Consulting Alex Chausovsky and Managing Director Stewart Carlin, CFA to provide a market update and discuss Bundy Group’s performance. With the M&A market set for expansion in 2025, this episode dives into the key trends shaping transaction activity, from economic resilience to inflation risks. Packed with valuable analysis for business owners and executives, it’s an essential conversation for those looking to navigate and capitalize on the evolving M&A landscape. Listen to the full episode, and all other episodes of Bundy Group Insights, by following on the below listening platforms ???: Apple podcast: https://lnkd.in/ddyrjrB7 Spotify: https://lnkd.in/dfE8hFSN YouTube: https://lnkd.in/efgdjDkD
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Over recent years, several factors have driven strong interest from both strategic buyers and financial sponsors in the automation and control system integration industries, including: ?? Resilience and growth ?? Value-added solution providers ?? Organizational professionalism ?? Flight-to-quality in uncertain times in the M&A market Read more about how business owners can achieve maximum value by leveraging a competitive process and expertise from the team at Bundy Group: https://lnkd.in/ehMbPRk6 #automation #mergersandacquisitions
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Many are wondering how 2025 will shape the dermatology and aesthetics #mergersandacquisition markets. Bundy Group Managing Director Clint Bundy and Director of Analytics and Consulting Alex Chausovsky delve into economic impacts, consolidation trends, and the key drivers shaping buyer and investor activity in a recent Dermatology Times article, here ??: https://lnkd.in/eVC4rZUF #dermatology #mergersandacquisitions
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Clint Bundy recently had the pleasure of joining Chris Luecke on the Manufacturing Happy Hour podcast for an engaging discussion covering a wide range of M&A topics. If you’re not already following Manufacturing Happy Hour, we highly recommend it—this podcast consistently delivers some of the best thought leadership in the industry! #industrialtechnology #Mergers #automation #Automationmergers Alex Chausovsky
Ever wondered what makes investors whip out their checkbooks? In the world of M&A, it’s not just about the bottom line. In episode 218 of Manufacturing Happy Hour, Clint Bundy, Managing Director of Bundy Group, reveals the ins and outs of M&A. Some things you can expect: ? The 4 key pillars buyers look for in a company ? How companies can prepare well ahead for a sale ? The emotional side of selling a business ? Why manufacturing and automation companies are getting more attention in today’s M&A market Whether you’re planning a business exit soon or not, there are some great tips for getting your systems in order and realizing your company’s true value. Listen now on our website. #manufacturingindustry #manufacturingcommunity #mergersandacquisitions
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