January 1, 2019 (New York, NY)
Bundy Group, a 30-year-old boutique investment bank, has announced the addition of Stewart Carlin as a Director with the firm. Stewart brings more than a decade of experience in financial operations and investment banking advisory to the team at Bundy Group.
Stewart will be leading Bundy Group’s New York office, where he will focus on technology and cybersecurity, complementing Bundy Group’s existing Controls & Automation and Industrial Technology sector coverage, while also expanding the team’s existing area of expertise in Healthcare.
“We have had a relationship with Stewart for a number of years, and we are excited to have him on the Bundy Group team,” says Clint Bundy, Managing Director with Bundy Group. “Our launch of a New York office, led by Stewart, further demonstrates our company’s commitment to growth, industry coverage, and quality client service.”
Prior to joining Bundy Group, Stewart served as Chief Financial Officer of Impesa, where he was an influential leader in 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 advising both public and private clients on strategic M&A transactions.
Stewart graduated from the University of Notre Dame, where he was a member of the Division I ice hockey team. He received a Bachelor of Business Administration in Finance with a minor in political science. Stewart is a CFA® Charterholder, holds the Series 65 securities registration, and is a graduate of the Johnson & Johnson Finance Leadership Development Program.