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James Lisy, CFA, MBA
Managing Director of Cohen Capital Advisors
Jim is the Managing Director of Cohen Capital Advisors, Ltd. and has more than 30 years of operating and capital markets experience. Jim’s career began at Reliance Electric Company, a $1.2 billion manufacturer of electrical equipment and telecommunications devices. There he became a member of the management investor team that acquired the company from Exxon, during which time he focused on post-acquisition restructuring, including the sale of Toledo Scale to Ciba Geigy. The latter part of his tenure at Reliance involved the development and implementation of a leveraged buyout exit strategy that culminated in an initial public offering (IPO) in 1992. Following the IPO, Jim joined a Cleveland-based boutique as an investment banker, where he specialized in M&A. He subsequently joined the investment banking group at a large regional commercial bank based in the Cleveland area, where he continued to manage M&A transactions. Jim has held positions in strategic planning, accounting, and international treasury. He has coordinated numerous capital markets transactions involving acquisitions, divestitures, Foreign Exchange (FX), equities, and interest rate futures/options. His deal experience spans across numerous middle market transactions involving diverse industries and geographies.
Jim maintains his Series 7-General Securities Representative License*, Series 24-General Securities Principal License*, Series 63-Uniform Securities Agent License*, and Series 79-Limited Representative Investment Banking License* with an affiliated broker-dealer, SFI Capital Group, LLC. He is a Chartered Financial Analyst (CFA). Jim is a member of the CFA Society of Cleveland, the Association for Corporate Growth and the Business Advisory Council for the Kent State School of Business. Jim received his bachelor’s degree in economics and political science at Kent State University and a masters in business administration in finance from Case Western Reserve University. Jim resides in Westlake with his wife, Paulette, and two sons.
*Securities offered through SFI Capital Group, LLC, Member FINRA Member SIPC and the broker-dealer affiliate of Cohen Capital Advisors, Ltd. and Cohen & Company, Ltd.
CFA and Chartered Financial Analyst are trademarks owned by the CFA Institute.
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If you would like to discuss any aspect of the capital markets or
you are considering 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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