Stuart D. Shelly CPA, MBA
Managing Director - Corporate Finance
Transitional Investors, LLC (Affiliate)
has over 20 years of banking, investing and financial management experience.
Completed over $40 Billion of Debt and Equity transactions as an underwriter, agent or principal.
Prior to joining Transitional Investors, LLC, Mr. Shelly was the CFO of Affinity Internet, Inc. (from September 2000).
Prior to joining Affinity, Mr. Shelly was the West Region Manager of GE Capital's Merchant Banking Group, responsible for all Sponsor Coverage, Private equity Investments, Fund Investments, LBO Senior Debt and equity co-investments.
Mr. Shelly joined GE in 1999, after running Bank of Montreal's LFG ("BMo").
Mr. Shelly joined BMo as a result of the sale of KPMG BayMark Capital, where he was responsible for private capital arrangement assignments from 1994 until its sale to BMo in 1997.
Mr. Shelly joined KPMG after directing a number of private equity investments for Shelton Capital Partners (a family Private Equity firm).
Mr. Shelly had previously worked in the private finance group at Dean Witter Reynolds and Bank of America ("BofA").
Mr. Shelly was a founding member of Bank of America's Leveraged Finance Group, he also opened and ran BofA's LFG in Europe.
While at BofA
established the credit metrics, monitoring and reporting methodologies as well as the analytical tools and due diligence program used by the bank for leveraged transactions.
Mr. Shelly hired and trained all the junior team members of LFG and oversaw the credit analysis of every LFG transaction undertaken during the late 1980's.
also taught the financial analysis modules of the bank's Senior Credit
Officers Credit Training Program.
Prior to joining BofA's LFG, Mr. Shelly worked in Bank of America's Capital Markets group (both in Mortgaged Backed S ecurities and Interest Rate Swaps).