About Liberty Management Investments

Who We Are

Liberty Management Investments (LMI) is a full-service Investment Banking firm serving the middle market. LMI is headquartered in Atlanta, Georgia, with additional offices currently in Houston, Texas and Scottsdale, Arizona.  Our primary focus areas include but are not limited to:

  • Real Estate Financing
  • Hospitality
  • Medical
  • Oil and Gas/Energy
  • Cannabis/Hemp
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Liberty Management Investments Global is a subsidiary of Liberty Management Investments. This new endeavor will allow us to build relationships and opportunities across the globe. The current worldwide economic crisis is showing in dramatic fashion just how global the economy has become.

As LMI Global, we are looking for growth outside of our home regions and shaking off traditional operating rules in favor of global ideals of behavior. Our approach will be tactical and strategic as we cultivate global growth partners. Our target markets are as follows:

  • Asia
  • Europe
  • South America
  • Middle East

What We Do

  • Construction Financing

  • Debt and Equity Financing

  • Advisory Services

  • Small Business Loans

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Meet Our Incredible Team

LMI’s Principals came together in 2018 when they saw a need to combine their collective 80 plus years of experience to assist clients seeking to obtain financing in an intelligent, simple, and timely fashion.


Flem Hollis

President and Chief Executive Officer

Flem Hollis is the founder of Hollis Capital Services and a successful equity and debt broker and commercial & business lender. Over 30 years of traditional and non-traditional banking, investment banking, commodity trades and financial services experience.  Over 5 years of private equity, venture capital and investments. Flem has formed relationships with institutional private investors, investment brokers, equity partners and hedge fund managers. Liberty Management Investments, has the capacity to lend up to $1 billion dollars in the Commercial Real Estate Development, Professional Sports & Film Entertainment, Retail, Hospitality, Oil & Gas, IPO’s and other business type lending. 


Maurice Stone

Chief Financial Officer

Maurice Stone is a senior management executive with over 35 years of extensive entrepreneurial and business management experience.  He is skilled in forming and creating new businesses and new business market strategies.  He maintains an excellent background in business planning, financial planning, market analysis, media presentation, and the activities needed in structuring and implementing a medium to large scale multi-site business.  He has served as a principal and/or senior manager within private and publicly-traded enterprises.

He has been involved as an equity principal and/or agent in various business structured financings in the energy, healthcare, entertainment, food service, and real estate markets.  In addition, he lends his experience and knowledge for companies seeking new and increase market funding in the public and private markets since 2008. 

Mr. Stone also is a knowledgeable and sought after motivational and inspirational speaker on economic development, community development, and other prominent socio-economic issues.  In addition, he, along with the companies he has represented, has received a number of awards for high achievement and excellence in business and innovation.


Roopa Bhandari

Vice President, Small Business Lending

Roopa has been in banking over 20 years. She brings her finance expertise in helping people and various businesses and industries succeed. She has helped various small businesses get financing either through banking or through other private lending entities.

Roopa is always looking to advise the right financial solutions for businesses to help them expand and grow to their full potential, by understanding the businesses and building relationships in a way that makes sure they can fulfill their financial needs.


Ania Lokaj

Executive Vice President

Ania possesses more than 24 years of real estate industry experience, including 14 years of escrow experience. Throughout her career, she has been involved in every aspect of the industry. She has worked in real estate, title, lending, and management. This suite of services and responsibilities has helped her gain a great understanding of the overall Real Estate sales process. Ania is passionate about what she does and she provides excellent customer service to her clients.


Valarie Grant

Office Manager

Ms. Valarie Grant has over 10 years of administrative, financial, business support, and management experience reporting to senior management executives. She currently holds a degree in Business Management and a certificate in Business Technology – specializing in Office Administration. In addition, she is currently a Notary Public, and prior to joining LMI she served as Director of Administrative Services for Brazil Property International, LLC, from 2012 to 2018. 

Ms. Grant served as Administrative Assistant for iVoiceideas, Inc. from November 2011 to 2012. She also served as Principal Financial Officer, Principal Accounting Officer, Corporate Secretary and Director at 4G Enterprises and Bensata Corp. during the same time period with iVoiceideas, Inc. Ms. Grant has a background in Office Management systems to 4G Enterprises, Inc. She has also been Corporate Secretary for Bensata Corporation. 

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About Us

Liberty Management Investments (LMI) is a full-service Investment Banking firm serving the middle market. LMI is headquartered in Atlanta, Georgia, with additional offices currently in Houston, Texas and Scottsdale, Arizona.

Copyright © Liberty Management Investments. All rights reserved.


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Phone: (713) 588.4436

5100 Westheimer, Suite 200 
Houston, TX 77056

Email: info@libertymgtinvestments.com