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James Lisy, CFA, MBA
Managing Director of Raintree Capital Partners
Jim is a Managing Director in Raintree Capital Partners and represents clients in investment banking transactions. Jim has more than 25 years of operating and capital markets experience, beginning with Reliance Electric Company, where as a member of the management team that acquired the company from Exxon, he worked on post-acquisition restructuring and the development and implementation of an LBO exit strategy that culminated in an initial public offering in 1992. Immediately following the IPO of Reliance, he joined a Cleveland-based boutique as an investment banker where he specialized in sell-side and buy-side M&A. He has held several positions in strategic planning and accounting, managed the international treasury function, and coordinated numerous capital markets transactions involving foreign exchange, equity and interest rate futures/options management. His deal experience covers numerous middle market transactions involving diverse industries and geographies.
Jim holds his Series 7-General Securities Representation License*, Series 24-General Securities Principles License*, Series 63-Uniform Securites Agent*, and Series 79-Limited Representative Investment Banking* with an affiliated broker-dealer, SFI Investments, LLC. He is a Chartered Financial Analyst (CFA), a member of the Cleveland Society of Security Analysts, and the Association for Corporate Growth. Jim serves as a member of the Business Advisory Council for the Kent State School of Business. Jim received his degree in Economics and Political Science at Kent State University and an MBA in finance from Case Western Reserve University. Jim resides in Westlake with his wife, Paulette, and his two sons.
*Securities offered through SFI Investments, LLC, Member FINRA Member SIPC and the broker-dealer affiliate of Raintree Capital Partners, LLC and Cohen & Company, Ltd.
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Maybe you're thinking about switching service providers or maybe you have
the need for a special project;
e-mail me
or give us a call at (800) 229-1099 to request more information on our
services or to arrange a casual meeting to get to know one another and
determine how we can help you reach your goals.
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