Shows / Bundy Group Insights
Bundy Group Insights
Welcome to Bundy Group Insights, the podcast that takes you behind the scenes of the latest developments in mergers & 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 firm…
Episodes
Bundy Group InsightsEnergy & Power | From Manufacturers' Rep to Power Solutions Provider: A Conversation with Pete Jones and Rich Haag of Nexus Power, Part 1
Power demand is drawing growing attention, but the opportunity extends well beyond data centers. In Part 1 of this conversation, Bundy Group Managing Director…
Bundy Group InsightsDermatology & Aesthetics M&A Market Update with Special Guest, Dana Jacoby
Despite broader headwinds across healthcare M&A, dermatology and aesthetics continue to attract buyer interest, particularly for high-quality practices with…
Bundy Group InsightsNorth American M&A Market Update with Special Guest Kyle Walters, PitchBook
The North American M&A market entered 2026 with strong momentum after a robust 2025, but renewed uncertainty around AI disruption, tariffs, energy prices, and…
Bundy Group InsightsAlex's Analysis: Economic and Markets Update
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…
Bundy Group InsightsGrowing, Selling & Integrating an Automation Solutions Company: Strategic Buyer and M&A Advisor Perspectives from the 2026 CSIA Conference
The automation, industrial technology, and control systems integration (CSI) sectors continue to experience unprecedented growth, fueled by increasing demand…
Bundy Group InsightsBusiness 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…
Bundy Group Insights2025 Year in Review & 2026 Outlook
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…
Bundy Group InsightsAlex's Analysis: Economic and Markets Update
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…
Bundy Group InsightsDermatology & Aesthetics M&A: Buyers Roundtable: Strategic and Private Equity Perspectives for Practice Owners
In this episode of Bundy Group Insights, Managing Directors Clint Bundy and Drew Thomas bring together two seasoned acquirors in the dermatology and medical…
Bundy Group InsightsFire & Security M&A: Buyers Roundtable: Strategic and Private Equity Perspectives
In this Buyers Roundtable edition of Bundy Group Insights, host Jim Mullens sits down with industry leaders Mark Grudzien of RapidFire Safety & Security and…
Bundy Group InsightsBuilding, Growing & Selling a Power Solutions Firm with Special Guest, Spencer Wiggins
In this episode of Bundy Group Insights, Managing Director Clint Bundy speaks with longtime client and friend Spencer Wiggins, former majority owner and…
Bundy Group InsightsFrom Sales Discipline to Business Value: Lessons with Dan Flaherty
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…
Bundy Group InsightsStorytelling That Scales: Chris Luecke on Community, Content, and Advanced Manufacturing Growth
Bundy Group Insights welcomes Chris Luecke, creator of Manufacturing Happy Hour, for a candid conversation on storytelling, community, and growth in the modern…
Bundy Group InsightsAutomation & Industrial Technology M&A: Buyers Roundtable: Strategic and Private Equity Perspectives for Owners
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…
Bundy Group InsightsAlex's Analysis: Economic and Markets Update
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…
Bundy Group InsightsThe Lorenc Biqiku Story: Immigration, Purpose, and Service at Bundy Group
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…
Bundy Group InsightsBeyond Valuation: Why the Balance Sheet Can Make or Break an M&A Transaction
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…
Bundy Group InsightsTariffs, Tensions & the Multipolar World: A Geopolitical Deep Dive with Alex & Eugene Chausovsky
In this thought-provoking episode of Bundy Group Insights, Alex Chausovsky is joined by geopolitical analyst Eugene Chausovsky, Senior Director at the Newlines…
Bundy Group InsightsFire Protection M&A: John Corliss Shares His Journey to a Successful Exit
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…
Bundy Group Insights2024 in Review, 2025 in Focus
Clint Bundy, Managing Director, kicks off season two of Bundy Group Insights by diving into the current economic and mergers & acquisitions (M&A) landscape…
Bundy Group InsightsSeason 1 Conclusion: Gratitude, Highlights, and What's Next for Bundy Group Insights
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…
Bundy Group InsightsSpecialization in Investment Banking: Why It Matters for a Business Seller
In this episode of Bundy Group Insights, Clint Bundy and Stewart Carlin, both managing directors of Bundy Group, explore the critical distinctions between…
Bundy Group InsightsDiscussion with Bundy Group Director Drew Thomas: A Career Spanning Family Business, Private Equity, and M&A Advisory
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…
Bundy Group InsightsWhat Is A Consortium Sale? Insights, Strategies & Key Takeaways
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…
Bundy Group InsightsThe Automation Market: Analysis and Actionable Insights from Industry Expert, Tim Dawson
In this episode of Bundy Group Insights, Clint Bundy sits down with Tim Dawson, Vice President of Industrial Automation Research at Interact Analysis, to…
Bundy Group InsightsCelebrating Bundy Group's 35th Anniversary: A Conversation with Founder, Bill Bundy (Part 2)
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…
Bundy Group InsightsCelebrating Bundy Group's 35th Anniversary: A Conversation with Founder, Bill Bundy (Part 1)
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…
Bundy Group InsightsEconomic Insights and M&A Market Update: What Lies Ahead
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…
Bundy Group InsightsDriving Business Value in a Sale or Capital Raise: The Sellside Quality of Earnings Report
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…
Bundy Group InsightsUltimation: A Case Study in Building Value and Realizing Value
Clint Bundy, Managing Director of Bundy Group, sits down with Richard Canny, an automation expert and former owner of Ultimation, a control system integration…
Bundy Group InsightsLessons from Selling a Dermatology Practice: A Discussion with Dr. Alison Moon
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…
Bundy Group InsightsWhat is an Unsolicited Offer?
Clint Bundy and Stewart Carlin, Managing Directors with Bundy Group, unpack the nuances of unsolicited offers in this episode of the Bundy Group Insights…
Bundy Group InsightsValue vs. Structure (Part 2)
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…
Bundy Group InsightsValue vs. Structure (Part 1)
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…
Bundy Group InsightsUnveiling the Aesthetics Market: A Conversation with Dana Jacoby
Join us as Dana Jacoby, CEO of Vector Medical Group, sheds light on the factors propelling the aesthetics market, including market fragmentation, the influence…
Bundy Group InsightsMastering Competitive Sales and Capital Raise Processes: Key Insights for Business Owners
Clint Bundy and Stewart Carlin discuss the essential aspects of competitive sales and capital raise processes. They cover the four key stages: preparation…
Bundy Group InsightsWhy Hire an Investment Banker?
Clint Bundy and Stewart Carlin discuss the crucial reasons why business owners should consider hiring an investment banker instead of engaging directly with…
Bundy Group InsightsIntroducing Alex Chausovsky: Insights on Macroeconomic Outlook and Industry Trends
Clint Bundy welcomes Alex Chausovsky to Bundy Group, highlighting his advisory expertise. Alex shares his career path, emphasizing his roles in market…
Bundy Group InsightsMarket Trends and Bundy Group's Performance: A 2023 Review and 2024 Outlook
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…
Bundy Group InsightsUnderstanding Wants vs. Needs in Business Sales
In this episode, business owners will gain insights into the importance of distinguishing between potential buyers who want their business and those who truly…
Bundy Group InsightsSeason 1 Trailer | Welcome to Bundy Group Insights!
Welcome to Bundy Group Insights, the podcast that takes you behind the scenes of the latest developments in mergers and acquisitions, capital raises, economic…