Ultimation: A Case Study in Building Value and Realizing Value

Ultimation: A Case Study in Building Value and Realizing Value

Clint Bundy, Managing Director of Bundy Group, sits down with Richard Canny, an automation expert and former owner of Ultimation, a control system integration and automated material handling solutions leader. Richard and his wife Jackie bought Ultimation in 2011, successfully grew the company, and diversified its capabilities, and then exited the firm through a sale in 2023. Clint and Richard discussed a range of topics relevant to business owners who are considering ways to build value in their firms and/or exit.

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

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Jaksot(40)

Dermatology & Aesthetics M&A Market Update with Special Guest, Dana Jacoby

Dermatology & Aesthetics M&A Market Update with Special Guest, Dana Jacoby

Despite broader headwinds across healthcare M&A, dermatology and aesthetics continue to attract buyer interest, particularly for high-quality practices with durable earnings, strong provider teams, an...

29 Syys 26min

North American M&A Market Update with Special Guest Kyle Walters, PitchBook

North American M&A Market Update with Special Guest Kyle Walters, PitchBook

The North American M&A market entered 2026 with strong momentum after a robust 2025, but renewed uncertainty around AI disruption, tariffs, energy prices, and interest rates tempered activity during t...

23 Syys 38min

Alex's Analysis: Economic and Markets Update

Alex's Analysis: Economic and Markets Update

In this episode of Bundy Group Insights, Managing Director Clint Bundy welcomes back Alex Chausovsky, President and CEO of 3DM Consulting and Bundy Group's economics and markets partner, for another i...

31 Elo 29min

Growing, Selling & Integrating an Automation Solutions Company: Strategic Buyer and M&A Advisor Perspectives from the 2026 CSIA Conference

Growing, Selling & Integrating an Automation Solutions Company: Strategic Buyer and M&A Advisor Perspectives from the 2026 CSIA Conference

The automation, industrial technology, and control systems integration (CSI) sectors continue to experience unprecedented growth, fueled by increasing demand for robotics, AI, IoT, reshoring initiativ...

30 Heinä 40min

Business Broker or Industry-Focused Investment Bank? Choosing the Right M&A Advisor

Business Broker or Industry-Focused Investment Bank? Choosing the Right M&A Advisor

In this episode of Bundy Group Insights, Clint Bundy and Stewart Carlin address one of the most common—and often misunderstood—questions in M&A: the difference between a business broker and an industr...

7 Huhti 22min

2025 Year in Review & 2026 Outlook

2025 Year in Review & 2026 Outlook

In this episode of Bundy Group Insights, Clint Bundy and Stewart Carlin reflect on a pivotal year in the M&A market, reviewing key developments from 2025 and discussing what business owners should be ...

10 Helmi 46min

Alex's Analysis: Economic and Markets Update

Alex's Analysis: Economic and Markets Update

In this episode of Bundy Group Insights, Managing Director Clint Bundy welcomes back Alex Chausovsky, President and CEO of 3DM Consulting and Bundy Group's economics and markets partner, for a wide-ra...

10 Helmi 32min

Dermatology & Aesthetics M&A: Buyers Roundtable: Strategic and Private Equity Perspectives for Practice Owners

Dermatology & Aesthetics M&A: Buyers Roundtable: Strategic and Private Equity Perspectives for Practice Owners

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, Presiden...

15 Joulu 202538min

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