Jimmy Lee Overview
- Firm
- Oaktree Capital...
- Primary Position
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Managing Directo...
- Primary Industry
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B2B
- Active Board Seats
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1
Jimmy Lee General Information
Biography
Mr. Jimmy Lee serves as Managing Director & Assistant Portfolio Manager at Oaktree Capital Management. Mr. Lee served as Managing Director and Assistant Portfolio Manager at GFI Energy Group. He is involved in all aspects of GFI Energy's investment activities including identifying and investing in companies well positioned to capitalize on growth opportunities in the group's target sectors, and working with portfolio companies to help drive shareholder value creation. Mr. Lee currently serves on the boards of Aecon Utilities Group, Energy Systems Group, ITG Communications, and System One Services. He previously served on the boards of Contract Land Staff, Horizon Solar Power, MWH Constructors, OpTerra Energy Group, Remedial Construction Services (RECON), SitelogIQ and Trench Plate Rental Co., and was an observer on the board of Osmose Holdings. Prior to joining Oaktree in 2009, Mr. Lee began his career at Merrill Lynch in the global industries investment banking group, where he focused on providing debt and equity capital raising and M&A advisory for diversified industrials and engineering & construction companies. Mr. Lee graduated magna cum laude with a B.S. degree in business administration, corporate finance from the University of Southern California.
Contact Information
Address
- 333 South Grand Avenue
- 28th Floor
- Los Angeles, CA 90071
- United States
Jimmy Lee Positions (1)
Firm name | Firm type | Title | Location | Industry | Since |
---|---|---|---|---|---|
Oaktree Capital Management | Investor | Managing Director & Assistant Portfolio Manager | Los Angeles, CA | Asset Manager |
Jimmy Lee Board Seats (1)
Company | Industry | Ownership Status | Financing Status | Location | Since |
---|---|---|---|---|---|
ITG Communications | BPO/Outsource Services | Privately Held (backing) | Private Equity-Backed | Hendersonville, TN |
Jimmy Lee Lead Partner on Deals (1)
Jimmy Lee has been the lead partner on 1 deal. Their latest deal was with ITG Communications, a bpo/outsource services company. The deal was made on 24-Jan-2022.
Company | Deal Date | Deal Type | Deal Size | Deal Status | Industry | Location |
---|---|---|---|---|---|---|
ITG Communications | 24-Jan-2022 | Buyout/LBO | Completed | BPO/Outsource Services | Hendersonville, TN |
Jimmy Lee Network (19)
Board Members (10)
Name | Company | Representing | Location | From |
---|---|---|---|---|
Robert Wu | ITG Communications | Self | Hendersonville, TN | |
Peter Giacalone | ITG Communications | ITG Communications | Hendersonville, TN | |
SitelogIQ | AEA Investors | Minneapolis, MN | ||
SitelogIQ | SitelogIQ | Minneapolis, MN | ||
SitelogIQ | Self | Minneapolis, MN |
Portfolio Executives (9)
Name | Company | Role | Deal date | Location |
---|---|---|---|---|
Peter Giacalone | ITG Communications | Co-Founder & Chairman | 24-Jan-2022 | Hendersonville, TN |
Danielle Elias | ITG Communications | Chief Human Resources Officer | 24-Jan-2022 | Hendersonville, TN |
ITG Communications | Partner & President | 24-Jan-2022 | Hendersonville, TN | |
ITG Communications | Partner & CRO | 24-Jan-2022 | Hendersonville, TN | |
ITG Communications | Chief Technology Officer & Partner | 24-Jan-2022 | Hendersonville, TN |
Jimmy Lee Affiliated Funds (1)
Fund | Investor | Fund Type | Status | Vintage | Size | Dry Powder | IRR | IRR Quartile |
---|---|---|---|---|---|---|---|---|
Oaktree Principal V Continuation Fund | Oaktree Capital Management | Distressed Debt | Closed | 2019 |
Jimmy Lee FAQs
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Who is Jimmy Lee?
Mr. Jimmy Lee serves as Managing Director & Assistant Portfolio Manager at Oaktree Capital Management.
-
How much does Jimmy Lee typically invest?
Jimmy Lee's median deal size is
. -
What is Jimmy Lee’s main position?
Jimmy Lee’s primary position is Managing Director & Assistant Portfolio Manager.
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What are the contact details for Jimmy Lee?
Jimmy Lee’s email address is jl
and his phone number is +1 (213) . -
How many active board seats does Jimmy Lee hold?
Jimmy Lee holds a board seat in ITG Communications.
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