Recent transactions
Turning Point Brands, Inc.
Acquired 100% of Business Operations
Smoke Free Technologies Inc. dba VaporBeast
Dos Rios Partners
Acquired Majority Control of Business Operations
The DiSTI Corporation
Pure Technologies
Acquired 100% of Business Infrastructure
Wachs Water Services
Stone Pointe, LLC
Provided Recapitalization Options
Vapor Power International LLC
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 Headwaters' Chicago office, she works closely with clients to advise and execute domestic and cross-border M&A transactions, recapitalizations and capital raises.
Prior to this, 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, she has developed M&A expertise in several industry sectors including Government & Defense, Industrials, Consumer Products, E-Commerce and Technology-Enabled Business Services.
Lisa holds a BA Degree from Illinois State University.