Mergers and Acquisitions

Ready for bankers who think like owners?

Citizens M&A Advisory™

We listen to your specific goals to deliver services tailored to your situation. With this approach in mind, our team can unlock value for our clients through extensive expertise in sell side and buy side advisory and capital raising.

Sell-Side Advisory

Creating a competitive marketplace to find the right partner is the key to maximizing value for our clients. Our process is differentiated by rigorous upfront due diligence, tailored positioning, sector intelligence and deep relationships with relevant strategic and financial buyers.

Buy-Side Advisory

Serving as trusted advisors and long term strategic partners to help grow our clients businesses. Our teams bring invaluable industry expertise, a breadth of relationships and critical deal process experience which allows us to help our clients identify the right opportunities and close them efficiently.

Capital Raising

Deep knowledge of capital raising alternatives and the financial partner universe allow us to assist clients considering various strategies. We communicate the growth story to potential investors and drive competitive tension to secure the most favorable economic terms.

Jason Wallace

Head of M&A Advisory

jason.wallace@citizensbank.com

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Securities products and services are offered through Citizens JMP Securities, LLC, Member FINRA, SIPC. Citizens Capital Markets, DH Capital, Trinity Capital and JMP Securities are brand names of Citizens Financial Group, Inc. Note: Any testimonials presented are applicable to the individuals depicted and may not be representative of the experience of others. Any testimonials are not paid and are not indicative of future performance or success.