Jim Lisy, CFA, MBA

Jim has more than 30 years of operating and capital markets experience. 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’s career began at Reliance Electric Company, a then $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. 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.

• Leads the firm’s M&A Advisory Group
• CFA Society of Cleveland
• Association for Corporate Growth
• Business Advisory Council for Kent State School of Business

Jim resides in Westlake, Ohio, with his wife. They have two sons.

CFA and Chartered Financial Analyst are trademarks owned by the CFA Institute.