Celebrating Bundy Group’s 35th Anniversary: A Conversation with Founder, Bill Bundy (Part 2)
Release Date: 10/01/2024
Dermatology & Aesthetics M&A: Buyers Roundtable: Strategic and Private Equity Perspectives for Practice Owners
Bundy Group Insights
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 characteristics that differentiate high-performing dermatology practices and medical spa platforms. Together, they explore the rapidly evolving market dynamics in aesthetics and dermatology, including how...
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Fire & Security M&A: Buyers Roundtable: Strategic and Private Equity Perspectives
Bundy Group Insights
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 recurring revenue models, leadership considerations, valuation expectations, and the future of consolidation. Listeners will gain valuable insights into what buyers prioritize when evaluating...
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Building, Growing & Selling a Power Solutions Firm with Special Guest, Spencer Wiggins
Bundy Group Insights
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 through the —a strategic collaboration among IEM, A+ Electric Motors, and Reed Electric—that created a stronger market presence and led to an exceptional sale outcome. The conversation provides...
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From Sales Discipline to Business Value: Lessons with Dan Flaherty
Bundy Group Insights
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 repeatable sales processes make that future credible. He contrasts the freewheeling ‘cowboy’ or ‘artist’ style of selling with a disciplined, operational approach — one grounded in...
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Storytelling That Scales: Chris Luecke on Community, Content, and Advanced Manufacturing Growth
Bundy Group Insights
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 executives. He breaks down how manufacturing and industrials brands can use authentic, low-lift content (think iPhone walk-throughs on the shop floor) to showcase real people and real...
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Automation & Industrial Technology M&A: Buyers Roundtable: Strategic and Private Equity Perspectives for Owners
Bundy Group Insights
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 and control systems integration, the acquisition strategies for their respective firms, value drivers for businesses they are evaluating and red flags they see in diligencing an organization....
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Alex's Analysis: Economic and Markets Update
Bundy Group Insights
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 shares actionable strategies for safeguarding margins, retaining top talent, and positioning companies for success in uncertain times. In addition, Alex offers his perspective on emerging trends in...
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The Lorenc Biqiku Story: Immigration, Purpose, and Service at Bundy Group
Bundy Group Insights
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 values laid the foundation for his professional journey. Listeners will gain a behind-the-scenes look at Lorenc’s first connection with Bundy Group through a freelance opportunity that evolved into...
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Beyond Valuation: Why the Balance Sheet Can Make or Break an M&A Transaction
Bundy Group Insights
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, real estate ownership, cash-free/debt-free transactions, and net working capital. Using relatable examples and clear explanations, Clint and Stewart provide a framework to help business owners...
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Tariffs, Tensions & the Multipolar World: A Geopolitical Deep Dive with Alex & Eugene Chausovsky
Bundy Group Insights
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 tariffs and trade wars, Eugene shares forward-looking insights rooted in rigorous geopolitical forecasting. Listeners will gain a deeper understanding of today’s most critical global...
info_outlineIn 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 history, including pivotal transactions from the 1990s and 2000s. Bill offers advice for future leaders, stressing the need for adaptability, industry specialization, and building strong teams.
Key Takeaways:
Common Mistakes of Business Owners:
- Lack of delegation and control.
- Poor financial record-keeping.
- Not preparing the business for sale from the start.
Deal Stories:
- In 1992, Bill closed the only deal of that year, a critical transaction that helped the firm survive during a recession.
- In 1999, Bundy Group facilitated a large deal with B/L Lee, a paving equipment manufacturer, marking a major milestone for the firm.
- A 2004 government contractor deal highlighted Bundy Group’s expertise in tech-enabled services and cybersecurity sectors.
Advice for Future Investment Bankers:
- Focus on industry specialization and building depth of knowledge.
Adapt to new technologies and trends. - Build a strong team by hiring the right people for the right roles.
Personal Insights:
- Bill enjoys his role advising startups through SCORE and staying active with hobbies like pickleball and spending time with family.
- He attributes success to a combination of hard work and luck.
Learn more about the Bundy Group by visiting bundygroup.com.