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Lisa Tolliver

  • Director
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Lisa has over eighteen years of experience in the investment banking industry, primarily focused on advising middle market private business owners in liquidity related transactions. As a Director based in Capstone’s Chicago office, she works closely with clients to advise and execute domestic and cross-border M&A transactions, recapitalizations and capital raises.

Prior to Capstone Headwaters, Lisa worked in the Capital Strategies Group at Morgan Stanley Smith Barney and also spent 10 years working for the middle market investment banking arm of Citigroup, where she was involved in the evaluation, marketing and closing of numerous transactions involving private businesses and corporate divestitures. Over her career, Lisa has developed M&A expertise in several industry sectors including government & defense, industrials, consumer products, e-commerce and technology-enabled business services.


Illinois State University - Bachelor of Arts

Registrations & Affiliations

FINRA - Series 7 and 63 Registered Securities Representative

Industry Coverage

With more than 23 separate school shooting incidents to date in 2018, the issue of public safety in schools and in general is at the forefront of both social and political conversation.1...Read more

The Payment Processing industry continues to see robust merger and acquisition (M&A) activity, with 47 deals announced or closed year-to-date (YTD) compared to 41 in 2017.  The vibrant...Read more

The C4ISR market is expected to increase at a compound annual growth rate (CAGR) of 3.6% to $119.4 billion by 2022, according to Markets and Markets. Growth is being driven by the need for...Read more