Bundy Group Financial Advisor Overview

Bundy Group FAQ


Where is Bundy Group headquartered?

Bundy Group is headquartered in Charlotte, North Carolina.

When was Bundy Group founded?

Bundy Group was founded in 1989.

What sevices does Bundy Group offer?

Bundy Group offers Capital Raising, Fairness Opinions, Financial Restructuring and M&A Advisory.

Bundy Group

Bundy Group LLC

2700 Coltsgate Rd Suite 201,
Charlotte, North Carolina 28211
United States
(704) 503-9464
www.bundygroup.com
info@bundygroup.com

Bundy Group is a boutique investment bank serving lower middle-market companies across the US. The Firm offers M&A advisory, capital raising, and strategic advisory services. The Firm's sector expertise includes machinery, energy, safety, healthcare, life science, manufacturing, business services, and transportation. Bundy Group was established in 1989 and is based in Roanoke, Virginia.


M&A Advisory Summary

Buyside vs Sellside

Year '20 '21 '22 '23 '24 '25 T
Buyside (0.0/yr) - - - - - - 0
Sellside (0.8/yr) 2 1 1 1 1 - 6
  6

Most Recent

Target Company Date Value Type
Sign-up to View 2024-07-24 - Consumer Services
Sign-up to View 2023-12-14 - Information Technology
Sign-up to View 2022-01-20 - Communications
Sign-up to View 2021-11-04 - Business Services
Sign-up to View 2019-05-20 - Information Technology
Sign-up to View 2015-05-21 - Automotive
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Sector Experience

Sector # Value
Information Technology Sign-up to View
Business Services Sign-up to View
Communications Sign-up to View
Consumer Services Sign-up to View
Automotive Sign-up to View
Total Sign-up to View

Geo Experience

State/Country # Value
United States Sign-up to View
Total Sign-up to View

Transaction Type Experience

Type # Value
Add-on Acquisition Sign-up to View
Growth Capital Sign-up to View
Total Sign-up to View

Top M&A Clients

Corporate (6) Deals
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1
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1
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1