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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, 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

Year-to-date (YTD), merger and acquisition (M&A) activity remains robust for water infrastructure companies, both in terms of the number of deals completed and the average disclosed transaction

Due to technology advancements, the Mapping, Modeling & Simulation (MM&S) Industry has become increasingly sophisticated and has expanded from primarily serving Aerospace & Defense to b

The merger and acquisition (M&A) market within the Industrial Equipment industry has been healthy with companies that operate in data analytics, Internet of Things (IoT) technology and automati