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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

Pre-COVID trends of rapid urbanization and aging water and wastewater infrastructure have been catalysts for innovation and advancement in the Water Infrastructure industry.  While COVID-19 has stressed revenues and financial visibility, it is accelerating the adoption of digital and remote technologies to drive effective asset management, efficiency, and cost reduction in water systems.Read more

Capstone Headwaters has released its most recent Health & Wellness update, available for download below. The Supplements industry has powered through COVID-19 by leveraging e-commerce capabilities, which has been reflected in premium valuations, fueling what could be a positive merger and acquisition trend for business owners.  Read more

Recent volatility has unveiled the weaknesses of highly correlative and cyclical businesses while simultaneously illuminating recession resistant and opportunistic profiles.  As COVID-19 prompted consumers to shift buying habits towards online channels, investors have sought risk adjusted returns outside of severely battered equities.Read more