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Welcome to Bundy Group Insights, the podcast that takes you behind the scenes of the latest developments in mergers and acquisitions, capital raises, economic, business, and industry-specific trends. Our goal is to provide you with an understanding of the strategies that drive business value creation in today’s dynamic M&A market. Each episode is packed with expert opinions, in-depth analysis, and insightful conversations. Brought to you by Bundy Group, a premier investment bank and advisory ...
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Discussion with Bundy Group Director Drew Thomas: A Career Spanning Family Business, Private Equity, and M&A Advisory
32:09
In this episode of Bundy Group Insights, Clint Bundy sits down with Bundy Group Director Drew Thomas, a seasoned professional with extensive M&A experience in the healthcare, technology, and business service sectors. Drew shares his unique career journey—from his start in the family-owned foodservice equipment and supplies business, which he later …
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In this episode of Bundy Group Insights, Clint Bundy, managing director, is joined by Stewart Carlin, managing director at Bundy Group, to discuss the unique concept of a consortium sale. While the term may not immediately resonate with many, the structure itself can provide incredible opportunities for business owners. The hosts explain how this s…
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In this episode of Bundy Group Insights, Clint Bundy sits down with Tim Dawson, Vice President of Industrial Automation Research at Interact Analysis, to discuss the future of the automation market. With over 25 years of experience in the field, Tim offers a deep dive into the trends driving growth in automation, the role of emerging technologies l…
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Celebrating Bundy Group’s 35th Anniversary: A Conversation with Founder, Bill Bundy (Part 2)
17:48
In part 2 of Clint’s conversation with Founder, Bill Bundy, they focus in on lessons learned from decades of experience advising business owners. Bill shares insights on common mistakes business owners make, emphasizing the importance of delegation, having strong financial records, and planning for the eventual sale of the business. They also delve…
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Celebrating Bundy Group’s 35th Anniversary: A Conversation with Founder, Bill Bundy (Part 1)
20:15
In this episode of Bundy Group Insights, Clint Bundy celebrates the 35th anniversary of Bundy Group by kicking off a two-part interview with Bundy Group Founder, Bill Bundy. They discuss the firm’s origins, starting in Roanoke, Virginia in 1989, when Bill made the transition from consulting to entrepreneurship. Bill recounts his early years buildin…
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In this insightful episode of BG Insights, Clint Bundy sits down with Alex Chausovsky, Bundy Group’s Director of Analytics and Consulting, to delve into the current state of the global and U.S. economy. Alex provides valuable guidance for business owners and executives looking to navigate the complexities of today’s economic landscape and build las…
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Clint Bundy and Stewart Carlin delve into the pivotal role of a "Sellside Quality of Earnings Report" (Sellside QofE) and how it can empower business owners to maximize the value of their company during a sale. Gain valuable insights on how a Sellside QofE bolsters credibility, safeguards against retrades, and drives up the worth of a business in a…
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Clint Bundy, Managing Director of Bundy Group, sits down with Richard Canny, an automation expert and former owner of Ultimation, a control system integration and automated material handling solutions leader. Richard and his wife Jackie bought Ultimation in 2011, successfully grew the company, and diversified its capabilities, and then exited the f…
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Clint Bundy, Managing Director, interviewed Dr. Alison Moon, a recent Bundy Group client. Dr. Moon was founder and owner of First Coast Dermatology, a highly successful Florida-based dermatology and aesthetics practice. Clint and Alison discuss the sale process for her practice and key takeaways from building and then exiting a physician practice g…
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Clint Bundy and Stewart Carlin, Managing Directors with Bundy Group, unpack the nuances of unsolicited offers in this episode of the Bundy Group Insights series. For more information on this topic, we recommend the following article on our site, How Should Owners Respond to Unsolicited Offers?. Learn more about the Bundy Group by visiting bundygrou…
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There's more to it than the dollar value. Stewart Carlin, Managing Director with Bundy Group, explains how to analyze a buyer's presentation of business value and how it can be structured in an offer. Learn more about the Bundy Group by visiting bundygroup.com.توسط Bundy Group
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There's more to it than the dollar value. Stewart Carlin, Managing Director with Bundy Group, explains how to analyze a buyer's presentation of business value and how it can be structured in an offer. Learn more about the Bundy Group by visiting bundygroup.com.توسط Bundy Group
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Join us as Dana Jacoby, CEO of Vector Medical Group, sheds light on the factors propelling the aesthetics market, including market fragmentation, the influence of cash pay models, and the growing demand from the millennial and Gen Z demographics. A key highlight of our conversation is the emphasis on the critical role of financial literacy for busi…
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Clint Bundy and Stewart Carlin discuss the essential aspects of competitive sales and capital raise processes. They cover the four key stages: preparation, Indication of Interest (IOI), Letter of Intent (LOI), and due diligence and closing. This video provides valuable insights for business owners on understanding these processes and navigating the…
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Clint Bundy and Stewart Carlin discuss the crucial reasons why business owners should consider hiring an investment banker instead of engaging directly with buyers. Learn how investment bankers can enhance the value of your business sale, provide measurable benefits, and offer a wealth of services, including information, advice, and options that ca…
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In this episode, business owners will gain insights into the importance of distinguishing between potential buyers who want their business and those who truly need it. Clint Bundy and Stewart Carlin discuss the current state of the M&A market, the influence of a competitive sales process, and how to discern buyers' genuine motivations. By emphasizi…
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Clint Bundy welcomes Alex Chausovsky to Bundy Group, highlighting his advisory expertise. Alex shares his career path, emphasizing his roles in market research, economics, and labor market analysis. They discuss the 2024 macroeconomic outlook, noting the positive economic performance in 2023, the influence of interest rates on manufacturing, and an…
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Clint Bundy and Stewart Carlin of Bundy Group delve into 2023's market trends, their company's robust performance, and a case study on Ultimation. Despite a dip in transaction volume in 2023 due to higher financing costs and recession fears, Bundy Group thrived, boasting higher revenue and a 50% valuation premium for clients. They spotlight Ultimat…
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Welcome to Bundy Group Insights, the podcast that takes you behind the scenes of the latest developments in mergers and acquisitions, capital raises, economic, business, and industry-specific trends. Managing Directors Clint Bundy, and Stewart Carlin take a few quick minutes to introduce this brand-new podcast. Our goal is to provide you with an un…
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