Bundy Group Insights

In this episode of Bundy Group Insights, Clint Bundy and Stewart Carlin address one of the most common—and often misunderstood—questions in M&A: the difference between a business broker and an industry-focused investment bank. Drawing on experience and real-world examples, they unpack how each model operates and why the distinction matters to privately-owned companies and business owners. The conv...

In this episode of Bundy Group Insights, Clint Bundy and Stewart Carlin reflect on a pivotal year in the M&A market, reviewing key developments from 2025 and discussing what business owners should be thinking about as they head into 2026. The conversation begins with a discussion of the broader M&A environment. While headline attention focused on large, marquee transactions, 2025 was notable for t...

In this episode of Bundy Group Insights, Managing Director Clint Bundy welcomes back Alex Chausovsky, President and CEO of 3DM Consulting and Bundy Group's economics and markets partner, for a wide-ranging discussion on the economic and geopolitical forces shaping 2026. As the conversation moves beyond a 2025 defined by uncertainty, Alex outlines why the operating environment ahead is better descr...

In this episode of Bundy Group Insights, Managing Directors Clint Bundy and Drew Thomas bring together two seasoned acquirors in the dermatology and medical aesthetics market: Darcie Surinak, President of AYA Medical Spa, and Evan Heflin, Principal at Gryphon Investors. Both guests offer unique and practical perspectives on the current transaction landscape, what drives valuations, and the charact...

In this Buyers Roundtable edition of Bundy Group Insights, host Jim Mullens sits down with industry leaders Mark Grudzien of RapidFire Safety & Security and Ryne Collins of Plexus Capital. Together, they explore acquisition strategies, evaluation frameworks, and what drives strategic and financial buyers in today's fire, security, and life safety markets. The discussion offers an in‑depth look at...

In this episode of Bundy Group Insights, Managing Director Clint Bundy speaks with longtime client and friend Spencer Wiggins, former majority owner and President of Industrial Electric Machinery (IEM). Spencer shares how he turned a small family business into a regional power solutions leader through modernization, acquisitions, and customer-driven growth. He also opens up about leading his firm...

In this episode, Clint Bundy sits down with long‑time friend and sales leader Dan Flaherty to unpack how disciplined sales operations translate directly into enterprise value. Drawing on 25 years leading global sales at Fortune 50 companies and nearly a decade advising small and mid‑sized businesses, Dan explains why buyers pay for the future—and how forecasting accuracy, pipeline integrity, and r...

Bundy Group Insights welcomes Chris Luecke, creator of Manufacturing Happy Hour, for a candid conversation on storytelling, community, and growth in the modern industrials age. Chris shares how his "leadership podcast disguised as a manufacturing show" evolved into a full-time platform spanning weekly episodes, live tours, and conference after-parties that connect operators, engineers, and executi...

In this episode of Bundy Group Insights, Managing Director Clint Bundy is joined by two leaders, and seasoned acquirors, who bring unique perspectives to the automation and industrial technology sectors: Peter Derks, Managing Director of Vinci Energies, and Marcelo Silva, Managing Director with Gryphon Investors. Together, they explore the current state of M&A in automation, industrial technology...

In this episode of Bundy Group Insights, Clint Bundy welcomes back Alex Chausovsky for an in-depth exploration of the current economic landscape and what business leaders can expect through the remainder of 2025. Alex unpacks key forces shaping the economy—from GDP trends and inflationary pressures to labor market dynamics and the ongoing impact of tariffs on businesses and consumers. He also shar...

In this personal and inspiring episode, Managing Director Clint Bundy sits down with Lorenc Biqiku, a longtime Bundy Group team member whose path from Albania to North America—and from fractional researcher to Vice President at Bundy Group—is nothing short of remarkable. Lorenc shares his early life experiences, driven by curiosity and a strong work ethic instilled by his family, and how those val...

In this episode of Bundy Group Insights, Clint Bundy and Stewart Carlin explore a critical but often overlooked topic in M&A: how the balance sheet factors into a business sale. While purchase price usually takes center stage, the structure and components of a company's balance sheet can have a significant impact on deal outcomes. The episode covers key areas such as tangible and intangible assets...

In this thought-provoking episode of Bundy Group Insights, Alex Chausovsky is joined by geopolitical analyst Eugene Chausovsky, Senior Director at the Newlines Institute. The conversation unpacks the rapidly shifting geopolitical landscape and its direct impact on the global economy, business operations, and international alliances. From the emergence of a multipolar world to the strategic use of...

In this episode of Bundy Group Insights, host Jim Mullens sits down with John Corliss, a seasoned industry expert in fire protection, to discuss his journey of acquiring, growing, and ultimately selling Roanoke Sprinkler. John shares his background, his entrepreneurial approach to business growth, and how he strategically positioned his company for a successful exit. He highlights the importance o...

Clint Bundy, Managing Director, kicks off season two of Bundy Group Insights by diving into the current economic and mergers & acquisitions (M&A) landscape, offering a thorough analysis of 2024 and expectations for 2025. Joined by Alex Chausovsky, Director of Analytics and Consulting, and Stewart Carlin, Managing Director, the conversation provides expert insights into economic trends and their im...

As we close out 2024 and Season 1 of Bundy Group Insights, Clint Bundy, Managing Director at Bundy Group, reflects on the year and expresses gratitude to listeners of the Bundy Group Insights podcast. As a boutique investment bank, Bundy Group specializes in assisting business owners and management teams with sales and capital raises, offering insights on economic trends, M&A activity, and value-b...

In this episode of Bundy Group Insights, Clint Bundy and Stewart Carlin, both managing directors of Bundy Group, explore the critical distinctions between generalists and specialists in the investment banking and mergers and acquisitions (M&A) advisory professions. Drawing from their extensive experience, they delve into why specialization in specific industries is key to optimizing outcomes for b...

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 sold to a strategic buyer, to a leadership role wi...

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 strategy involves combining two or more companies i...

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 like AI and machine learning, and how companies can...

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 into memorable deals that shaped Bundy Group's hi...

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 building the company, overcoming challenges such as limit...

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 lasting value in their firms. As the conversation u...

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 highly competitive market. Learn more about the B...

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 firm through a sale in 2023. Clint and Richard disc...