20+ years of investment banking experience with expertise in 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.
100% Confidential at Zero Cost
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
