Top Investment Banker at US Capital Global Shares the Secrets of Her Success as a Definitive Dealmaker

Jeffrey Sweeney
2 min readNov 8, 2021

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We asked Lisa Terk how she defines success, what challenges she faced in her career, and what qualities have contributed the most to her professional success.

At US Capital Global, we are proud to have highly experienced professionals leading our team. We took the opportunity to interview Lisa Terk, Senior Vice President. Ms. Terk is a seasoned investment banker with 25 years of experience in Capital Markets and Investment Banking financing businesses in FinTech, CleanTech, Pharma, BioTech, Consumer Retail, Hospitality, Energy, and Natural Resources, among other industries.

Q: What qualities of yours would you say have contributed the most to your professional success?
A: Perseverance, tenacity, an outgoing personality, and knowing a little bit about a lot of things in the capital markets. Clients often have very specific needs, and the flexibility to support or serve mostly any client is immensely helpful. To do this, being a subject-matter expert in a wide array of sectors and financial instruments really helps.

Personally, I’ve found that my Wall Street family background has also been a great educational asset. I’ve learned about running public companies since I was a young girl, and have spent many years in San Francisco working for bulge bracket firms. I’ve had the opportunity to meet and work with many different international and corporate clients at the top brokerage houses and with highly experienced business partners.

Read the rest of the interview: https://bit.ly/lisa-terk

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Jeffrey Sweeney
Jeffrey Sweeney

Written by Jeffrey Sweeney

CEO of US Capital Global, a full-service private financial group, and a supporter of tech innovations that can help to improve and grow the finance sector.

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