John Kelley

John Kelley

About John Kelley

John Kelley Managing Director

John Kelley currently serves as a Managing Director. With over 17 years of experience in the enterprise software sector, he advises and executes various financial strategies, including private and public equity underwritings, equity-linked transactions, syndicated bank and bond financings, and leveraged buyouts. He also assists in buy and sell-side M&A advisory assignments.

John Kelley Education and Expertise

John Kelley holds an M.B.A. from New York University's Leonard N. Stern School of Business. He also earned a B.S. in Finance from Pennsylvania State University. His expertise is primarily focused on the enterprise software sector, where he has accumulated more than 17 years of experience. He has a strong background in financial advisory and executing complex transactions.

John Kelley Professional Background

John Kelley has held prominent positions in major financial institutions. He was previously the Head of Enterprise Software banking at Raymond James. Before that, he was the Head of Application Software Banking at Bank of America. His career spans significant roles in the financial services sector, contributing to his deep understanding and expertise in managing complex financial transactions.

John Kelley Transaction Experience

John Kelley has completed a wide range of transactions for companies across various sectors. These include Advertising Tech & Digital Media, Business Intelligence, Fin Tech, Human Capital Management, Supply Chain, and Security and Systems Management. His extensive transaction experience underscores his comprehensive understanding of multiple industries and his ability to execute complex financial strategies effectively.

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