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Lisa Tolliver

  • Director
312-674-4532
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Biography

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.

Education

Illinois State University - Bachelor of Arts

Registrations & Affiliations

FINRA - Series 7 and 63 Registered Securities Representative

Industry Coverage

Market usage of Energy Management Services has grown steadily over the past five years. Growth within this industrial industry segment is attributed to its success in helping companies reduce one...Read more

The global Heating, Ventilation, Air Conditioning, and RefrigerationĀ market value is expected to reach $251.6 billion by 2023, growing at an annualized rate of 6.8% during the forecast period...Read more

The E-commerce & Internet Retailing market has experienced heightened traffic, increasing 14.5% year-over-year through Q3 2018, according to the US Census Bureau. The positive correlation...Read more