John Kelley

About John Kelley

Mr. Kelley has covered the enterprise software sector for 17+ years advising and executing private and public equity underwritings, equity linked, syndicated bank and bond financings, leverage buyout, buy and sell-side M&A advisory assignments. Coverage focus includes large-capitalization through growth stage Infrastructure & Application software companies along with relevant Financial Sponsor and Venture Capital funds. Mr. Kelley has completed transactions for companies in the Advertising Tech & Digital Media, Business Intelligence, Fin Tech, Human Capital Management, Supply Chain, Security and Systems management sectors.Prior to joining Raymond James, John was the Head of Application Software Investment Banking at Bank of America.Mr. Kelley has an M.B.A. from New York University\'s Leonard N. Stern School and a B.S. in Finance from the Pennsylvania State University.

Experience

1. Partner

   Atlas Technology Group Llc

   Dec 2014 — Present

   Atlas provides advisory services on a full range of strategic transactions, including mergers, sell-side and buy-side engagements as well as private debt and equity placements.We deliver to our clients an advisory approach that draws upon our strengths in providing strategic and tactical expertise, critical industry knowledge, and our extensive network of relationships with management and board members of public software and technology companies as well as principals in venture, mid and late stage buy-out funds.

Education

• NYU Stern School of Business

  Master of Business Administration (M.B.A.), Finance, General

  1994 — 1996

• Penn State University

  Bachelor of Science (B.S.), Finance, General

  1983 — 1987

Skills

• M&a Experience
• Ipo
• Valuation
• Due Diligence
• Equities
• Investment Banking
• Investments
• Venture Capital
• Capital Markets
• Series 7
• Financial Modeling
• Corporate Finance
• Private Equity
• Financial Analysis
• Mergers & Acquisitions
• Financial Services
• Corporate Development