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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

The ongoing need to retrofit or replace North America’s aging water and wastewater infrastructure continues to enable the development of innovative technology and more cost-efficient equipment in the Water Infrastructure industry.Read more

The Energy Management Services (EMS) industry has received strong demand from industries, businesses, and individuals who seek to reduce energy spending and has benefited from the on-going deregulation of the Energy sector under the current White House Administration.Read more

Capstone Headwaters’ Q3 E-Commerce & Internet Retailing Coverage Report discusses the growth of online retail platforms and the significant opportunity for e-commerce operators to capitalize on the increased demand for personalized and efficient shopping solutions.  To learn more about the content of the report or Capstone Headwaters’ Consumer & Retail practice, please reach out to Lisa Tolliver. Read more