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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

Deal activity was robust in 2019, with 147 deals announced or completed globally, eclipsing 2018 levels.  Strategic buyers comprised 59.2% of total transaction volume and public companies were its largest component, representing 32.7% of acquisition volume. Read more

As equipment connectivity and monitoring capabilities continue to increase, technological advancements relating to system efficiency and the management of critical infrastructures have become normative. Unexpected power outages or interruptions in connectivity are costly and create disturbances that businesses cannot afford.Read more

The E-Commerce & Internet Retailing industry has continued to experience heightened demand, supported by increased internet penetration, steady consumer confidence, and a continuous gravitation towards the ease and efficiency of online shopping.Read more