Business Details
37 Years
experience
Trusted Financial Advisory Services
Bundy Group has been a trusted name in financial advisory services since 1989, delivering customized solutions for business exits and capital raises. Our team brings over 36 years of combined experience and a proven track record of executing 250+ successful transactions. With $1.2 billion in total transaction value, we specialize in mergers and acquisitions across healthcare, technology-enabled services, and industrial sectors. Our senior advisors offer 100+ years of collective expertise, providing actionable strategies to maximize business value. We prioritize long-term client relationships, combining industry-specific insights with a client-centric approach.Our services are designed for business owners seeking strategic guidance through complex transactions. Backed by FINRA-regulated securities offerings, we maintain rigorous compliance standards. Recognized for thought leadership, we publish insights on M&A trends and economic forces shaping key industries. Our podcast series features expert discussions on growth and exit strategies. Clients consistently highlight our professionalism, transactional excellence, and ability to deliver superior outcomes.
Services
Mergers & Acquisitions Advisory
Capital Raising
Exit Strategy Planning
Transaction Execution
Industry-Specific Consulting
Details
- Year established: 1989
Highlights and features
- 36 years of specialized M&A advisory experience
- 100+ combined years of senior team expertise
- Proven $1.2B transaction value track record
- Industry-specific focus across key economic sectors
- FINRA-regulated securities offering compliance
Associations and certifications
- FINRA
What people say
Unmatched experience
Superior outcomes
Trusted ally
Industry expertise
Successful transactions
Services
Mergers & Acquisitions Advisory
Our M&A advisory services guide businesses through complex acquisitions and divestitures. With 36 years of experience, we provide strategic counsel on deal structuring, valuation, and negotiation. Our team has executed 250+ transactions across healthcare, technology, and industrial sectors.
Capital Raising
We help businesses secure growth capital through tailored financing strategies. Our FINRA-regulated securities offerings connect clients with appropriate investment sources. We specialize in capital structure optimization and investor relations management for mid-market companies.
Exit Strategy Planning
Our exit planning services maximize value for business owners preparing to sell. We develop customized roadmaps for ownership transitions, including tax-efficient structuring and succession planning. Our approach ensures optimal positioning for market readiness.
People
Clint Bundy
Managing Director
20+ years in investment banking with expertise in healthcare, tech-enabled services, and business services. Leads strategic advisory for complex M&A transactions and capital raises.
Stewart Carlin
Managing Director
15+ years in investment banking and corporate finance across healthcare, technology, and business services sectors. Specializes in transaction execution and valuation analysis.
Lorenc Biqiku
Director
9+ years in client engagement and investment banking across controls, energy, healthcare, and technology sectors. Focuses on deal origination and due diligence processes.
Andrew Ezzat
Director
10 years in corporate and investment banking with expertise in capital markets and financial analysis across multiple industries including healthcare and technology.
Dianna Bock
Managing Director
12 years in strategic growth and capital transactions with leadership roles in consulting and private business operations. Focuses on exit strategy development and implementation.
Questions
What industries does Bundy Group specialize in?
We focus on healthcare, technology-enabled services, and industrial sectors with deep domain expertise in mergers and acquisitions.
How long has Bundy Group been in business?
Since 1989, we've provided financial advisory services with a track record of 250+ successful transactions.
Are your securities offerings regulated?
Yes, our securities are offered through Bundy Group Securities, LLC, a FINRA-member firm.
What transaction sizes do you handle?
We work with mid-market companies on deals ranging from $10M to $500M in enterprise value.
Do you provide international advisory services?
While we focus on North American markets, we have experience facilitating cross-border transactions through our network partners.
How do you ensure transaction success?
Our process combines rigorous due diligence, strategic buyer/seller matching, and experienced negotiation teams to maximize value for all parties.
