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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

Leading defense contractors are leveraging buy-and-build strategies to capture prime contracts while also divesting ancillary businesses to become Aerospace & Defense (A&D) pure plays. The continuation of this industry trend is expected to fuel further merger and acquisition (M&A) activity in the Mapping, Modeling & Simulation (MM&S) industry.Read more

Expansion of the HVACR market has resulted from economic growth, the increased availability of tools and products that promote energy efficiency, and the consequential opportunity they create to retrofit building infrastructures.Read more

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