Bundy Group

What Bundy Group does

Bundy Group is a privately held, boutique investment bank founded in 1989 by Bill Bundy in Roanoke, Virginia, and currently headquartered in Charlotte, North Carolina. The firm provides M&A advisory (sell-side and buy-side), capital raise advisory (debt and equity), and strategic advisory services to privately held business owners and management teams. Securities-related services are delivered through Bundy Group Securities, LLC, a FINRA-registered broker-dealer and SIPC member, providing the regulatory infrastructure for capital raise transactions. Over 36 years, the firm has completed 250+ transactions with cumulative transaction value exceeding $1.2 billion.

The firm is organized around three industry verticals: Healthcare (with sub-verticals in dermatology & aesthetics, physician practice management, and healthcare technology & services), Technology-Enabled Services (automation & industrial technology, cybersecurity-adjacent services, and technology services), and Business & Industrial Services (fire/security/safety, energy & infrastructure, transportation & logistics, and industrials/manufacturing). Its GTM is sales-led, with senior advisors engaging directly with business owners on high-value mandates, supplemented by a referral network of accountants, attorneys, and business brokers. The firm has 9-12 employees across offices in Charlotte, New York, Toronto, and Virginia, with current senior leadership including Managing Director Clint Bundy (son of the founder) and Managing Director Stewart Carlin.

Revenue is generated through transaction fees on completed M&A mandates and advisory fees on capital raises, with pricing individually negotiated per engagement and a complimentary initial consultation offered to prospects. Distribution is reinforced by thought-leadership content including the Bundy Group Insights podcast, blog articles, email newsletters, and industry conference participation. The ownership structure is family-controlled (founder Bill Bundy and principal Clint Bundy) with no disclosed external institutional investors. The firm is operationally active, recently earning Inc. 5000 recognition and announcing multiple senior leadership promotions.

Name

Bundy Group

Legal name

Bundy Group Securities, LLC

Website

https://bundygroup.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

1–10 employees

Short description

Bundy Group is a boutique investment bank founded in 1989 that provides M&A advisory and capital raise services to privately held business owners across healthcare, technology-enabled services, and business & industrial services verticals in North America.

Ownership category

akta.pro rank

Product category

M&A Advisory and Investment Banking

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

Keywords

• M&A advisory services
• Investment banking
• Business sale advisory
• Capital raise advisory
• Exit planning services

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. M&A Transaction Fees: Fees earned upon successful completion of M&A transactions including sell-side and buy-side mandates. This is the primary revenue stream for the firm.
2. Capital Raise Advisory: Advisory fees for capital raise engagements, providing strategic guidance on raising debt or equity capital for privately held businesses.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Bundy Group is a boutique investment bank that provides M&A advisory and capital raise services to privately held business owners and middle-market companies. The firm delivers sell-side advisory, buy-side advisory, capital raise advisory, and strategic advisory services, with deep specialization in healthcare, technology-enabled services, and business & industrial services verticals. Securities services are delivered through Bundy Group Securities, LLC, a FINRA-registered broker-dealer.

Product overview

Bundy Group is a boutique M&A advisory firm offering a unified suite of advisory services across sell-side advisory, buy-side advisory, capital raise advisory, and strategic advisory services. The firm specializes in three primary industry verticals: Healthcare (including dermatology & aesthetics, physician practice management, and healthcare technology), Technology-Enabled Services (automation & industrial technology and technology services), and Business & Industrial Services (fire, security & safety, energy & infrastructure, transportation & logistics, and industrials). Additionally, the firm provides thought leadership content through the Bundy Insights Podcast. The advisory services are delivered through senior investment bankers who provide hands-on guidance through every phase of business transactions.

Differentiator

Problem solved

Functional benefit

Brands

• Bundy Group Insights: The firm's podcast that provides insights on M&A, capital raises, economic trends, and industry-specific discussions featuring senior bankers and industry experts.

Quantifiable outcome

• $1.2B+ in total transaction value
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• 3DM ConsultingcoreStrategic or Co-development Partner3DM Consulting, formed by Alex Chausovsky, maintains a continued partnership with Bundy Group. Bundy Group positions itself as investment banking and M&A advisory partners while 3DM serves as economics and consulting counterpart. The partnership continues following Chausovsky's launch of his own consulting firm, representing mutual collaboration between the firms.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Stifel: Full-service middle-market investment bank with healthcare, technology, and industrial M&A practices, providing direct competition at the upper end of Bundy Group's addressable market.
• Houlihan Lokey: Large global middle-market investment bank with deep sector coverage; competes with Bundy Group for larger mandates and employs former Bundy Group talent, while sitting well above in scale and capability.
• Robert W. Baird: Diversified middle-market investment bank with M&A advisory practices overlapping Bundy Group's healthcare, technology, and industrial verticals, but operating with substantially larger resources.

Direct peers

• Benchmark International: Middle-market M&A advisor focused on owner-led businesses with deal sizes broadly overlapping Bundy Group's lower middle-market sweet spot.
• Cascadia Capital: Middle-market advisory firm with sector-focused practices (industrials, technology, healthcare, consumer) and similar transaction-size profile to Bundy Group.
• Harris Williams: Boutique middle-market M&A advisor with comparable vertical specialization (industrials, healthcare, technology) and similar deal-size sweet spot, making it one of the closest like-for-like comparables to Bundy Group.
• PMCF: Middle-market M&A advisor with strong industrial and business services franchise, similar in scale and target deal size to Bundy Group's business and industrial services vertical.
• Lincoln International: Global middle-market M&A advisor organized around industry verticals (industrials, healthcare, technology, business services), directly comparable to Bundy Group's three-vertical go-to-market.
• Carl Marks Advisors: Boutique middle-market advisory firm offering M&A and capital raise services, comparable in firm size, deal profile, and advisory-only positioning to Bundy Group.
• EdgePoint: Boutique M&A and capital markets advisory firm serving middle-market companies in similar verticals and deal sizes as Bundy Group.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@BundyGroup
• Xx.com/bundygroup

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bundy Group