Inside Casepoint’s Recent Merger: Scaling, Selling, and Stepping Away with Haresh Bhungalia

This week, Kevin and Laura sit down with seasoned entrepreneur and executive leader Haresh Bhungalia. With over two decades of experience building, scaling, and exiting successful companies, Haresh shares the journey that led him from a paper route to leading Casepoint, a major player in the eDiscovery space.

Haresh walks us through Casepoint’s growth story, the biggest challenges he faced scaling the company, and the factors that drove its success. We dive into Casepoint’s recent merger with OPEXUS, backed by Thoma Bravo, and discuss why Haresh chose this moment, after years of resisting outside funding, to make the move. He also opens up about stepping down as CEO, choosing new leadership, and what's next for him, hinting at everything from startup investing to maybe even sailing off into the sunset. Beyond his personal story, Haresh offers powerful insights into the future of legal tech, how leaders can stay aligned with customer needs, and his best advice for founders scaling teams or navigating the tricky balance between aggressive growth and strategic reflection. Plus, Kevin and Laura share their dreams of running an AI company or a grocery store.

You won’t want to miss this conversation packed with leadership lessons, well-earned advice, and a glimpse into the future of eDiscovery.

Haresh Bhungalia is a seasoned entrepreneur and CEO with over 20 years of executive leadership experience. He has a proven track record of building, scaling, and successfully exiting businesses. As a strategic leader, Haresh is dedicated to driving customer growth, enhancing engagement, and fostering a company culture based on trust, transparency, and mutual respect. He strongly believes that prioritizing the employee experience leads to superior customer outcomes and, ultimately, greater value creation. His most recent exit was Casepoint, an enterprise data discovery platform, which was successfully sold to private equity firm Thoma Bravo.