Clint Bundy has more than 20 years of investment banking experience and is based out of Bundy Group’s Charlotte, NC office. Clint has advised clients in a variety of industries, including controls & automation, healthcare, technology & business services, industrials, and energy & infrastructure.

Previously, Clint worked with Wachovia Securities’ Mergers & Acquisitions Group, where he advised on numerous publicly and privately held transactions. During his time there, he worked across a wide range of industries, and his transaction ranges included middle market to multi-billion-dollar transactions. Prior to investment banking, Clint worked at Accenture, a technology and consulting services firm, where he served as a project financial controller both stateside and internationally.

Clint received his Bachelor of Arts in Government and Economics from The University of Virginia and is a graduate of Wake Forest University’s MBA program as a Dean’s Scholar. He is FINRA Series 7, 24, 63, and 79 registered with Bundy Group Securities, LLC, member FINRA. In 2014, Clint was recognized as a ‘40 under 40′ selection by the Charlotte Business Journal.

Outside of work, Clint has served on the advisory council for the Boys & Girls Clubs of Greater Charlotte, and he enjoys spending time mountain biking and skiing with his wife and kids.

Stewart has over a decade of investment banking and corporate finance experience, and he is based out of Bundy Group’s New York office. He brings to the team a decade of strategic, operational and investment banking experience across multiple industries, including Healthcare, Controls & Automation, Technology, and Cybersecurity.

Prior to joining Bundy Group, Stewart served as Chief Financial Officer of Impesa, a growth-oriented financial technology firm. During his leadership tenure, he was responsible for driving the financial strategy and capitalizing the company for expansion throughout the United States and Latin America.

Over the course of his career, Stewart has fulfilled key strategy roles for growth companies and Fortune 500 companies alike, with corporate finance experience at Johnson & Johnson Innovation, Coty, and Neal Communities. He has also worked with Houlihan Lokey’s Mergers & Acquisitions group in New York.

Stewart graduated from the University of Notre Dame, with a Bachelor of Business Administration in Finance. While at Notre Dame, he was a member of the Fighting Irish Division I hockey team that competed for a National Championship. Stewart is a CFA Charterholder and is a graduate of the Johnson & Johnson Finance Leadership Development Program. He is FINRA Series 7, 63, and 79 registered with Bundy Group Securities, LLC, member FINRA.

Outside of work, Stewart enjoys spending time with his wife and three children, playing hockey and being out on the water.

Jim Mullens has more 20 years of investment banking experience and is based out of Bundy Group’s Virginia office. His sector experience and closed deal track record includes fire & security, rail services, manufacturing, and business services.

Prior to joining Bundy Group, Jim worked in business development and technology-related roles in the insurance and software engineering industries, serving both public and private company clients.

Jim received a Bachelor of Arts in Managerial Economics and Political Science from Hampden-Sydney College. He is FINRA Series 7, 63, and 79 registered with Bundy Group Securities, LLC, member FINRA.

An active member in his community, Jim’s volunteer work has included Big Brothers and Big Sisters of Southwest Virginia and serving on the board and as Past President of Pathfinders for Greenways. Outside of work, he enjoys spending time with his wife and daughter, running, biking, and exploring the great outdoors.

Lorenc Biqiku brings more than nine years of investment banking experience to Bundy Group and works out of the organization’s Toronto office. His specialties include client engagement service and supporting relationship management efforts for Bundy Group’s industry verticals. Lorenc has strong experience across a range of industries, including controls & automation, energy & power, healthcare, industrials, and technology.

Lorenc is multilingual and speaks Albanian, English, Italian, and Greek. Lorenc graduated cum laude from University of Teramo in Italy with a Bachelor of Arts and master’s degree in Political Science. In addition, Lorenc earned an ‘Expert in International Business Strategies’ designation from the Italian Ministry of Labor in 2012.

In his spare time, Lorenc enjoys traveling with his family and hiking.

Jordan brings more than eight years of management, operations, and finance experience to Bundy Group and specializes in expanding the company’s client service delivery and analytical capabilities. His expertise allows him to look beyond the data and provide actionable insights and anticipate topics that will be critical to the company’s processes.

Prior to joining the team, Jordan most recently served as a Chief Financial Officer for a western U.S.-based industrial services company, where he led the firm through multiple add-on acquisitions, year-over-year financial growth, and an eventual business sale, followed by the subsequent integration with a private equity-backed strategic buyer.

Jordan is a graduate of Montana State University with a Bachelor of Science in Finance. He is FINRA Series 63 and 79 registered with Bundy Group Securities, LLC, member FINRA.

In his spare time, Jordan enjoys traveling and exploring the great outdoors of Montana with his wife and kids.

Megan Hagemann brings with her ten years of distinguished and diverse work experience with founder-owned companies up to Fortune 500 organizations. In her current role of Director and Chief Operating Officer, she serves as the operations director for Bundy Group, creating process efficiency and operational excellence in all aspects of the business. Directing technology and marketing functions, Megan is responsible for marketing materials and business-critical presentations to support Bundy Group’s platform and growth.

Megan leverages her relationship management and corporate communications talents to provide clients with engagement-related confidential marketing materials that effectively convey a client’s story. She has experience across a range of industries, including technology-enabled services, healthcare, life sciences, and education. Megan is a graduate of the University of Notre Dame with a BBA in Management Information Systems, as well as Johnson & Johnson’s IT Leadership Development Program.

In addition to her work, Megan is passionate about health and wellness, education, and learning new skills. In her spare time, she enjoys family activities with her husband and three sons.

In his investment banking advisory role as the Director of Analytics and Consulting for Bundy Group, Alex Chausovsky is a trusted resource and advisor for owners and executives of privately held firms and industry trade associations on analytical, economic, and business-oriented topics.

Alex is a highly experienced market researcher and analyst with more than two decades of expertise across industries such as automation, industrial technology, healthcare, business services and manufacturing. He has consulted and advised companies throughout the U.S. and Canada, Europe, South America, and Asia. 

Alex has delivered more one thousand presentations, webinars, and workshops to small businesses, trade associations, and Fortune 500 companies and is the go-to source of industry data and insights for hundreds of enterprises across a spectrum of industries.