Our Team

An industry-focused boutique advisory firm led by a senior-drive, client focused team.

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Our Experts

Doing right by clients. Solving as a team. Always asking why. This based on our core values.

Clint Bundy

Managing Director with over 20 years of investment banking experience across healthcare, tech-enabled services, and business services.

Stewart Carlin

Over 15 years of investment banking and corporate finance experience across industries including healthcare, technology and business services.

Jim Mullens

20+ years of investment banking experience with expertise in fire & security, rail services, manufacturing, and business services.

Dianna Bock

12 years of experience in strategic business growth, operations, and capital transactions, with leadership roles spanning consulting, entrepreneurship, and private business.

Drew Thomas

Extensive 20+ year background in physician practice management, private equity MSOs, healthcare technology, and SaaS within Healthcare & Wellness.

Jordan Frickle

Over a decade of investment banking, management, operations, and finance experience for privately held companies.

Lorenc Biqiku

Over a decade of investment banking experience with expertise in coverage, client engagement and industries spanning automation, healthcare, industrials and technology.

Andrew Ezzat

A decade of corporate and investment banking experience with expertise in capital markets, transaction execution, and financial analysis across multiple sectors.

Bundy Insights Podcast

Dive into thoughtfult, in-depth episodes on key industry topics.

Actionable strategies to build value in your business and how to successfully unlock it.

Expert advice from M&A and industry leaders

Market intelligence to inform smart decisions