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Bundy Group, a boutique investment banking firm, has selected DealCloud to deliver the firm’s client relationship management, deal management, reporting, and marketing capabilities.


“Making the transition to DealCloud was a critical step to keep up with the increasing demands on our growing organization,” said Stewart Carlin, Managing Director at Bundy Group. “After reviewing multiple options, we chose DealCloud based on its state-of-the-art reporting capabilities, value-added analytics, and a system architecture that allowed us to tailor it to our specific needs.”


Founded in 1989, Bundy Group offers mergers and acquisitions advisory, capital raising, and corporate advisory services. The firm caters to multiple sectors, including controls and automation, healthcare and life sciences, technology, energy and infrastructure, and industrials.


“We’re excited to work with Bundy Group — a firm with more than 32 years of experience and 250-plus successful transactions completed — to help continue its success,” said Ben Harrison, President of Financial Services at DealCloud. “Bundy Group remains dedicated to obtaining superior outcomes for its clients, and we believe DealCloud is the right solution to help the firm manage client engagements more effectively.”


About DealCloud

DealCloud, an Intapp company, provides a single-source deal, relationship, and firm management platform that enables firms to power their deal-making process from strategy to origination to execution. We offer fully configurable solutions purpose-built for the complex relationships and structures of private equity and growth capital firms, investment banks, private and publicly traded companies, debt capital providers, and other investors. For more information, visit


About Bundy Group

Bundy Group is a boutique investment bank with offices in Charlotte, North Carolina; New York City; and Roanoke, Virginia. The company specializes in representing business owners and management teams in business sales, acquisitions, and capital raises. The 32-year-old firm has closed more than 250 transactions, specializing in numerous industries, including healthcare and life sciences, technology, energy and power, and infrastructure. For more information, please visit