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Lisa Tolliver

  • Senior 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 Senior 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, 63 and 79 Registered Securities Representative

Industry Coverage

COVID-19 has presented macroeconomic pressures not seen since the Great Financial Crisis, with the unemployment rate near historic highs at 14.7% (Bureau of Labor Statistics) and consumer confidence at its lowest level since 2014, according to the Conference Board.Read more

Capstone Headwaters has released its Q1 2020 Mapping, Modeling & Simulation (MM&S) Executive Summary, detailing merger and acquisition activity in the industry.  The coronavirus pandemic has pushed the world to increasingly rely on technology to stay connected and informed while mitigating the spread of the highly-contagious disease.Read more

Capstone Headwaters has published its Q1 2020 Building Energy Management Coverage Report.  Merger and acquisition activity in the Building Energy Management industry has been robust with 127 transactions announced or completed in 2019, outpacing 2018 total deal volume by nearly 33%.  Strategic buyers have continued to account for the majority of the deals, comprising nearly 74% of the completed transactions. Read more