11 episodes

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 for privately owned businesses, we're committed to providing exclusive, sector-specific content that empowers your business decisions.

Bundy Group Insights Bundy Group

    • Business

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 for privately owned businesses, we're committed to providing exclusive, sector-specific content that empowers your business decisions.

    Interview with Dr. Alison Moon

    Interview 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 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 group.
    Learn more about the Bundy Group by visiting bundygroup.com.

    • 25 min
    What is an Unsolicited Offer?

    What 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 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 bundygroup.com.

    • 21 min
    Value vs. Structure (Part 2)

    Value 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 and how it can be structured in an offer.
    Learn more about the Bundy Group by visiting bundygroup.com.

    • 9 min
    Value vs. Structure (Part 1)

    Value 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 and how it can be structured in an offer.
    Learn more about the Bundy Group by visiting bundygroup.com.
     

    • 6 min
    Unveiling the Aesthetics Market: A Conversation with Dana Jacoby

    Unveiling 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 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 business owners. Dana shares invaluable insights on understanding financials and the M&A landscape for a successful business exit. Tune in to gain a comprehensive understanding of the aesthetics market from an industry insider’s perspective.
    Learn more about the Bundy Group by visiting bundygroup.com

    • 27 min
    Mastering Competitive Sales and Capital Raise Processes: Key Insights for Business Owners

    Mastering 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, 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 them effectively.
    Learn more about the Bundy Group by visiting bundygroup.com.

    • 26 min

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