Lisa Tolliver

Citigroup Capital Strategies, Inc. provides finance activities such as advisory, mergers and acquisitions. It is a member of Citigroup, is specialist in mergers, acquisitions and divestitures of private, middle-market companies. It also offers middle-market transactions. The company was founded in 1977 and is located in Laguna Hills, CA

Capstone Partners LLC provides investment banking services. Its services include mergers & acquistions, corporate restructuring and private placements. The firm also offers transaction and financial advisory and strategic advisory services. The company was founded by Kirk Johnson, John D. Harkey, Jr., John Ferrara and Leonard A. Potter in 1996 and is headquartered in Boston, MA.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).