Our specialists provide unique perspectives on valuation, buyer motivations, financing options and more for your team to consider.
Our dedicated team drives value for our clients by leveraging our deep relationships and understanding of Business Services. We thrive on delivering strategic market insights, so you’re made ready for extraordinary outcomes.
Citizens M&A Advisory combines sector intelligence, senior-level attention and a collaborative approach to achieve extraordinary outcomes.
We work as an integrated team across our network, bringing together the ideal combination of product and industry experts for your specific situation. Our sector intelligence and relationships provide clients with a truly global network of resources and buyers. Above all, we take pride in providing unbiased, thoughtful advice and diligent execution to achieve your desired outcomes.
Private equity firms need debt providers who can deliver quick decisions and consistent follow-through in addition to strategic ideas aligned to your investment thesis. Your organization will benefit from in-depth industry expertise, guided by our dedicated team of sponsor finance experts who are eager to deliver value-added solutions.
As a top 10 arranger of sponsor-backed finance, we’ve helped private equity firms with debt capital needs ranging from $40 million to over $500 million. We provide a broad range of execution alternatives (including asset-based financing, traditional pro rata bank, unrated hybrid institutional lending, traditional rated institutional and second lien, and more).
For CFOs of sponsor firms, we also offer a dedicated private equity banker team that provides expertise in the industry and a single point of contact for our comprehensive suite of commercial financing, bridge capital call and treasury management solutions.
President of trustaff Management
The Citizens team was exceptional to work with and leveraged deep sector expertise to achieve a tremendous outcome. We value our longstanding relationship with Dave Phillips and the Citizens team; Jason Wallace and Steve Dyott drove an efficient, highly competitive process allowing our team to find the ideal partners to support our future growth initiatives. We could not be happier partnering with Cornell and Trilantic as our company takes the next steps in its journey. In combination with the recent acquisition by Cornell and Trilantic of Stella.ai, Inc., an AI-driven platform that brings cutting-edge technology expertise to the staffing sector, this partnership and its unique technology-driven approach to the market is particularly attractive to our team.
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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.