Business Broker or Industry-Focused Investment Bank? Choosing the Right M&A Advisor
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 conversation explores three critical dimensions: industry specialization, the rigor of securities and broker-dealer licensing, and the fiduciary responsibility that shapes how advice is delivered. While…
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