About Us

For more than 20 years, Bundy Group has been dedicated to guiding clients through the investment banking process. Our Company’s mission is to advise family businesses, entrepreneurs, majority owners, shareholders, boards, management teams, and private equity groups on how to sell, buy, value, expand and finance their smaller middle market companies, while also serving as the intermediary in M&A transactions.

The Bundy Group was founded by Bill Bundy in 1989 as a company dedicated to serving lower middle market companies. Bundy Group has successfully advised buyers and sellers in over 200 transactions in a diverse set of industries, including general industrials (manufacturing, transportation, and distribution), business services, technology, healthcare, financial services, and retail / food and beverage.

As a professional services firm focusing on the lower end of the middle market, we understand that significant opportunities and challenges arise when buying, growing, restructuring, or exiting a business. Our approach is to first listen carefully to the client’s objectives and then create a strategy that achieves the client’s goals. Bundy Group provides an experienced team that works closely with the client to manage a confidential and structured process focused on results. We understand that every client’s situation is unique, and we craft solutions accordingly.

Securities transactions are conducted through StillPoint Capital, LLC Member FINRA/SIPC