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
FINRA - Series 7, 63 and 79 Registered Securities Representative