The 12 closest competitors and alternatives to BUNDY INVESTMENTS INC among financial services companies — ranked by similarity to what BUNDY INVESTMENTS INC actually does, not by market-cap band.
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Bundy Group Investments Inc. is a boutique advisory firm that provides investment banking and M&A advisory services to business owners and companies. The firm assists clients in achieving their exit or capital raise objectives across industries such as healthcare, technology, industrial technology, and business services.
BUNDY INVESTMENTS INC is a financial services company headquartered in United States. Its most recent funding round raised $7.5M in March 2024. Xcout tracks 1 named person at BUNDY INVESTMENTS INC, including Clint Bundy (Managing Director).
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $7.5M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Ranked by semantic similarity — how close each company is to BUNDY INVESTMENTS INC by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
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IBG Capital operates as a merger and acquisition (M&A) advisory and brokerage firm serving mid-market companies. It assists business owners with buying and selling businesses, business valuations, and strategic business development.
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Sellside, Inc. provides mergers and acquisitions advisory services for mid-market business owners. The company assists clients with full or partial strategic exits and buy-side acquisitions across various industries such as industrial products, technology, healthcare, and consumer products.
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Briggs Capital Partners is an international merger and acquisition advisory firm that provides investment banking expertise, valuation, strategic consulting, and exit and succession planning services. The company specializes in working with low- to mid-market companies in the manufacturing, technology, consumer products, and business services sectors.
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Premara Financial, Inc. (Premara Group) provides mergers and acquisitions, buy-side and sell-side advisory, debt financing, valuation, and strategic advisory services. The firm primarily serves business owners, strategic buyers, and private equity groups across SaaS, consumer, business services, and manufacturing industries.
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CDI Global provides cross-border merger and acquisition (M&A) advisory services, including divestitures, capital raising, and private equity advisory. The firm serves middle-market businesses across various industries such as aerospace, healthcare, technology, and manufacturing.
Financial Advisory
BZM Management Inc. is an independent advisory boutique that provides corporate finance and strategic consulting services. The firm specializes in company valuations, mergers and acquisitions (M&A), capital raising, and financial restructuring for businesses.
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The Hickory Group provides strategic financial advice and transaction support to private and public corporations, entrepreneurs, and institutional investment funds. The firm serves clients across sectors such as consumer products, general industry, real estate, and technology, assisting with buy-side and sell-side transactions, capital restructuring, and leadership transitions.
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The Courtney Group provides investment banking and private equity services to middle-market companies. The firm offers advisory services, unconflicted financial guidance, and access to private capital.
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Adaptive Capital Partners provides sell-side mergers and acquisitions (M&A) and capital raise advisory services to businesses across various industries, including technology, manufacturing, and life sciences. The firm offers comprehensive support such as valuation analysis, strategic planning, buyer outreach, due diligence coordination, and transaction execution.
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Marina Capital Group is a mergers and acquisitions and strategic advisory firm that assists business owners with selling or buying companies, spin-offs, and licensing. The firm serves lower middle-market businesses, family-owned companies, private equity firms, and family offices across industries such as agribusiness, consumer products, food and beverage, manufacturing, and technology. It combines personalized advisory guidance with a proprietary web-based technology platform to streamline the transaction process.
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True Blue Partners is an information technology mergers and acquisitions (M&A) advisory firm that serves entrepreneurs and mid-market companies in sectors such as SaaS, enterprise software, and IT services. The company provides transaction execution, business growth consulting, investments, financing, and exit advisory services.
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Kaai Capital is a boutique corporate advisory firm that provides investment banking, public and private capital raising, restructuring, mergers, acquisitions, divestments, and strategic corporate advice. The firm serves corporate clients by utilizing expertise across investment banking, law, technology, accounting, and restructuring.
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