Bundy Group
Bundy Group is a boutique M&A and capital-raise advisory firm with 36 years in business, 250+ completed transactions, and $1.2B in total transaction value. We rebuilt their marketing site around the trust signals a buyer or seller checks first — track record, industry depth across nine verticals, and a browsable transaction history — then took on the positioning and marketing strategy behind it, plus consulting on how the firm presents its process. The standout addition: an AI concierge trained on Bundy's own deal history that can answer a prospect's questions about past transactions on the spot.
- Project Name
- Bundy Group
- Timeframe
- 4 months
- Role
- Web, Marketing, Consulting, AI Implementation
- Marketing Web01
- Marketing Strategy02
- Advisory Consulting03
- AI Concierge Implementation04
A prospective client vets an advisor's track record before ever picking up the phone. The stats bar, industry pages, and transaction cards front-load that credibility, and the AI concierge lets a visitor ask about specific deal history — a fire and safety transaction, a healthcare deal — and get a sourced answer immediately, instead of waiting on an email back from the team.
