M&A Advisor/Financial Counselor
Jim
gained many years of experience working with government
contractors as a banking executive at a $26 billion bank in
the Washington, DC area. A significant portion of his 25 years
in banking involved providing financing in amounts ranging
from $50,000 to more than $100 million to government
contractors, the majority of which were 8(a) firms. During his
career he played an important role in arranging nearly $750
million in financings for businesses in the
Baltimore-Washington corridor. He brings to the table many
experiences from which FedMerge clients may benefit,
including:
-
Successfully
unwinding and liquidating a chemical manufacturing
corporation;
-
Playing
a key role in the successful sale for $7 million of a
distressed 8(a) firm that was on the verge of bankruptcy,
helping the owner of the 8(a) firm avoid personal
bankruptcy and realize gains on the sale;
-
Arranging
credit facilities for rapidly emerging government
contractors;
-
Assisting
the owner of a very successful government contractor to
gracefully liquidate his firm shortly after its graduation
from the 8(a) program, so that he could shift comfortably
into his retirement years.
Outside
of banking, Jim has worked with small and medium sized
businesses in various roles as follows:
-
Financial
Intermediary - advising clients on issues that impact
capital formation and profitability; working with
creditors to negotiate or restructure credit arrangements;
-
Interim
CFO - overseeing the financial operations of the business;
-
Turnaround
Advisor - restructuring distressed businesses while
focusing on return to profitability.
Mr.
Shelton's focus is on the initiation, development, structuring
and negotiation of merger and acquisition opportunities. He
also advises in the area of capital formation.
Jim
believes in networking to the highest degree. Over the years
he has been very active in the community, and as a result has
built a substantial network of contacts that he utilizes to
assist his clients. As part of his involvement in the
community, Jim now serves or has served as a board member of
the following organizations:
-
Northern
Virginia Community College Educational Foundation
-
YMCA
of Metropolitan Washington, DC Area
-
Risk
Management Association - Chesapeake Chapter
-
The
Leo A. Weiss Venture Clinic
-
United
Negro College Fund (Advisory Board)
Mr.
Shelton is a member of both the Risk Management Association
and the Society For Human Resource Management.