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Lisa Tolliver

  • Senior Director
773-791-9493
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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

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

Following substantial headwinds during the onset of the pandemic, the Home Goods industry has demonstrated a remarkable recovery driven by consumers’ heightened focus on home furnishings and improvement amid increased time at home.  Quarantine restrictions and work from home trends are fueling home goods spending and investors are showing increased attraction to the sector.  Capstone expects merger and acquisition (M&A) activity to accelerate for quality home goods companies with established online channels, strong brand recognition, and differentiated business models. Read more

E-Commerce demand has reached unprecedented levels amid COVID-19 with online sales rising 44.5% in Q2 year-over-year, accounting for over 16% of total retail sales, according to the U.S. Census Bureau.  As consumer preferences for digital capabilities have accelerated, online marketplaces have captured heightened sales growth.Read more