With 20 years of experience, Lisa serves on the Transaction Advisory Services (TAS) team. She is a key member of the TAS team, lending her expertise to prepare financial data to take companies to market, negotiate deal terms, and create and analyze financial structures. She also helps to source prospective buyers and sellers. In addition, Lisa analyzes companies to determine appropriateness and fit with client needs.
In her prior experience, she has served in Executive Management as a CFO, Tax Advisory Services, and public company Internal Audit. Early in her career, she worked at Barnes Dennig as a Senior Accountant. The blend of Lisa’s experience, knowledge and creativity helps structure deals and find opportunities for clients.
Lisa earned a Bachelor’s degree from Xavier University with a concentration in Accounting. She also attended the Executive Leadership Development Program at the University of Notre Dame’s Mendoza School of Business.