Partners
Stuart D. Shelly CPA, MBA
Managing Director - Corporate Finance
Transitional Investors, LLC (Affiliate)
Stuart 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, he 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. Mr. Shelly 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 Securities and Interest Rate Swaps).
Mike Pagani
Business & Technology Development
Mike Pagani, as an affiliate of IM, is currently the founder and Principal Technical Marketing Consultant for Tech-Sector Advisory Group, Inc., (www.tech-sector.com) a consulting firm that specializes in contracting with new and growing High Technology corporations that require Marketing consultation during the “Go to Market” and early phases of development for company/product “Value-Proposition Blueprinting”, Branding, Positioning, Packaging, Messaging and Funding-related initiatives. Formally educated in Computer Science, Mike now has over 15 years of experience in the Computer Hardware and Software industry. Prior to founding Tech-Sector Advisory Group, Inc. in May of 2001, he has held senior executive and director-level Marketing and Product Management positions with organizations such as Quest Software, Magellan Software, Redwood America and Quad Research. An experienced and accomplished public speaker, Mike has been a regularly invited industry expert as speaker/presenter, panelist and/or panel mediator at major industry events within the Application Service Provider and Streaming Media marketplaces.
Marco Santarelli
Advertising & Marketing
Mr. Santarelli is IM’s marketing consultant. As Principal Marketing Consultant at Y2Marketing; the nations largest and leading marketing consulting firm. Y2Marketing was recently ranking #42 in Inc. magazines Top 500 list of the fastest growing privately held companies. Prior to Y2Marketing, Mr. Santarelli owned and operated several businesses, including a large procurement firm for the golf club industry, an IT consultancy as well as a website development firm producing over 150 corporate sites. He is still the owner of Submit360, a search engine optimization firm. Mr. Santarelli has worked with many large clients in a consultative capacity including Deloitte & Touché, ITT Cannon and Hoag Hospital. Mr. Santarelli attended the University of Calgary and has extensive business and technical knowledge including Internet commerce.
For more information, send us a request on our Contact page,
or call (949) 200-4601
Corporate Headquarters
620 Newport Center Drive, Suite 1100
Newport Beach, CA 92660
