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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Clint Bundy Podcasts

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From Sales Discipline to Business Value: Lessons with Dan Flaherty
33:58
33:58
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33:58By Bundy Group
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Storytelling That Scales: Chris Luecke on Community, Content, and Advanced Manufacturing Growth
33:54
33:54
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33:54Bundy 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-part…
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Automation & Industrial Technology M&A — Buyers Roundtable Strategic and Private Equity Perspectives for Owners
36:22
36:22
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36:22In 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 …
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Alex's Analysis: Economic and Markets Update
20:44
20:44
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20:44In 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…
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The Lorenc Biqiku Story: Immigration, Purpose, and Service at Bundy Group
23:21
23:21
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23:21In 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 wor…
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Beyond Valuation: Why the Balance Sheet Can Make or Break an M&A Transaction
31:03
31:03
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31:03In 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 cover…
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Tariffs, Tensions & the Multipolar World: A Geopolitical Deep Dive with Alex & Eugene Chausovsky
24:23
24:23
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24:23In 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 emerge…
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Fire Protection M&A: John Corliss Shares His Journey to a Successful Exit
19:38
19:38
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19:38In 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…
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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…
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Season 1 Conclusion: Gratitude, Highlights, and What's Next for Bundy Group Insights
3:10
3:10
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3:10As 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 insi…
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Strategies for Success in Fire Protection M&A with John Mackey
31:06
31:06
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31:06In this episode of Bundy Group Insights, Jim Mullens, Managing Director at Bundy Group, interviews John Mackey, founder of The Mackey Group, to discuss the evolving trends, challenges, and opportunities within the fire protection industry. With nearly two decades of experience, Mackey is a trusted authority in fire protection, strategic growth, and…
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Specialization in Investment Banking: Why It Matters for a Business Seller
30:15
30:15
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30:15In 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 speci…
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Discussion with Bundy Group Director Drew Thomas: A Career Spanning Family Business, Private Equity, and M&A Advisory
32:09
32:09
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32:09In 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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What Is A Consortium Sale? Insights, Strategies & Key Takeaways
23:58
23:58
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23:58In 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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The Automation Market: Analysis and Actionable Insights from Industry Expert, Tim Dawson
28:28
28:28
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28:28In 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
17:48
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17:48In 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
20:15
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20:15In 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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Economic Insights and M&A Market Update: What Lies Ahead
21:19
21:19
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21:19In 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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Driving Business Value in a Sale or Capital Raise: The Sellside Quality of Earnings Report
19:38
19:38
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19:38Clint 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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Ultimation: A Case Study in Building Value and Realizing Value
29:04
29:04
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29:04Clint 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.By 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.By Bundy Group
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Unveiling the Aesthetics Market: A Conversation with Dana Jacoby
27:26
27:26
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27:26Join 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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Mastering Competitive Sales and Capital Raise Processes: Key Insights for Business Owners
26:58
26:58
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26:58Clint 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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Understanding Wants vs. Needs in Business Sales
13:30
13:30
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13:30In 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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Introducing Alex Chausovsky: Insights on Macroeconomic Outlook and Industry Trends
21:26
21:26
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21:26Clint 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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Market Trends and Bundy Group's Performance: A 2023 Review and 2024 Outlook
26:34
26:34
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26:34Clint 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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Season 1 Trailer | Welcome to Bundy Group Insights!
1:41
1:41
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1:41Welcome 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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