Citizens M&A Advisory

Sarepta Therapeutics is a biopharmaceutical company headquartered in Cambridge, Massachusetts, that specializes in the discovery and development of precision genetic medicines targeting rare diseases. Founded in 1980, the company employs innovative approaches such as gene therapy, RNA-targeted exon skipping, and gene editing to create novel treatments. Sarepta focuses on addressing unmet medical needs through its proprietary RNA-targeted technology platforms, which facilitate the rapid development of drug candidates. While the company targets a broad range of diseases, most of its product candidates are currently in the early stages of development. To support its manufacturing needs, Sarepta collaborates with third-party contractors.

Getty Realty is a real estate investment trust (REIT) focused on the ownership, leasing, and financing of properties primarily associated with convenience stores and gasoline stations. The company's diverse portfolio includes convenience stores, car washes, automotive service centers, automotive parts retailers, and other freestanding retail properties, such as drive-thru quick service restaurants. Getty Realty primarily generates its revenue through rental income from these properties, positioning itself as a key player in the retail real estate sector, particularly within the automotive and convenience retail markets.

Hilton Grand Vacations Inc. is a timeshare company that develops, markets, and operates vacation ownership resorts primarily under the Hilton Grand Vacations brand. Founded in 1992 and headquartered in Orlando, Florida, the company operates in two main segments: Real Estate Sales and Financing, and Resort Operations and Club Management. It offers vacation ownership intervals, manages resorts, and operates a points-based vacation club that serves approximately 326,000 members. In addition to selling vacation ownership interests, Hilton Grand Vacations provides financing for consumer purchases and engages in the rental of inventory made available through ownership exchanges. The company boasts a portfolio of 59 resorts with over 9,500 units across popular destinations, including the Hawaiian Islands, New York City, Orlando, and Las Vegas. Hilton Grand Vacations also offers various services to enhance the vacation experience, such as exchange programs and on-site management services for club resorts.

Champlain Housing Trust is a community land trust. The development and stewardship of permanently affordable homes and related community assets .They Offering permanently affordable housing enables them to guarantee that the area will be diverse and inclusive, with individuals able to live in safe, good housing that is backed by services and programmes that improve opportunity and health.

The Warhol Academy provide talented professionals with opportunities to enhance their skills and become creative entrepreneurs.

Pittsburgh Film Office is a non-profit economic development agency dedicated to the mission of marketing to the film industry.

RecNation Storage is a company that owns, operates, and develops specialized storage facilities designed for recreational vehicles and marine vehicles. It focuses on providing a secure environment for customers' vehicles, enhancing facilities with modern lighting and electric options, and offering concierge services to ensure a convenient experience. By prioritizing customer satisfaction and security, RecNation aims to give clients peace of mind, allowing them to fully enjoy their recreational activities.

CrossAmerica Partners is a company involved in the wholesale distribution of motor fuel and the ownership and leasing of real estate utilized for retail fuel distribution. It operates through two primary segments: Wholesale and Retail. The Wholesale segment generates significant revenue by distributing motor fuel to lessee dealers, independent dealers, commission agents, and company-operated retail sites. Meanwhile, the Retail segment encompasses the sale of convenience merchandise and motor fuel at both company-operated retail locations and those managed by commission agents. With a network of nearly 800 gas station locations across 12 states, CrossAmerica Partners aims to support its dealer network while ensuring efficient service to customers and communities.

Newport Tree Conservancy is a non-profit organization dedicated to fostering a healthy growing urban forest through planting program.

Monro Muffler Brake is an automotive service company that specializes in scheduled maintenance, undercar repairs, and retail tire sales. With a focus on keeping vehicles running smoothly, Monro Muffler Brake offers a range of services to ensure the safety and performance of customers' cars. Whether it's routine maintenance or addressing specific issues with the undercarriage, Monro Muffler Brake is dedicated to providing quality service and products to its customers. In addition to maintenance and repairs, the company also offers a selection of tires for sale to meet the needs of drivers. With a commitment to keeping vehicles in top condition, Monro Muffler Brake aims to be a trusted partner for all automotive service needs.

Cushman & Wakefield is a prominent real estate services firm founded in 1917 and headquartered in Chicago, Illinois. The company specializes in commercial real estate leasing and offers a comprehensive range of services, including retail investment, energy management, financial consulting, tax reporting, and debt services. In addition to these offerings, Cushman & Wakefield provides consulting and valuation services, assisting clients with real estate portfolio management, mergers and acquisitions integration, workplace strategy, market-entry advisory, project feasibility studies, and development strategy. The firm is recognized for its expertise in delivering tailored solutions to meet the diverse needs of its clients in the real estate sector.

Crosslake was founded in 2010 by an original member of Microsoft’s Engineering Excellence team with the intent to help changemakers buy, build and run technology that creates value. Crosslake’s unmatched community of technical practitioners – former CTOs, CIOs, architects and engineers – are skilled at translating technology buzzwords into actionable, business-focused insight. Their seasoned judgement is supported by the proprietary Corsis® platform, which leverages data from more than 3,500 prior technology M&A transactions to define objective, measurable TechIndicators® that private equity investors and management teams rely upon to deliver strategic value creation initiatives and inform diligence. Learn more at: www.crosslaketech.com

College Raptor, Inc. is a higher education technology company that operates an online platform aimed at simplifying the college search and application process for high school students. Founded in 2014 and based in Iowa City, Iowa, the platform enables users to estimate and compare net prices and academic fit at various colleges and universities. It features a comprehensive database that allows students to sort schools based on criteria such as academic quality, diversity, affordability, and rankings by state or region. The platform also matches students with schools according to their interests, grade point average, location, culture, and test scores, assisting them in making informed decisions. Additionally, College Raptor provides comparisons of private loan options, helping students plan effectively to minimize student debt and enhance their chances of admission and financial aid. As of September 2016, College Raptor operates as a subsidiary of PowerSchool Group LLC.

NETSTREIT is an internally managed Real Estate Investment Trust (REIT) headquartered in Dallas, Texas, dedicated to acquiring and managing single-tenant net lease retail properties across the United States. The company focuses on properties leased to high-quality tenants from sectors that are less vulnerable to e-commerce disruption, such as home improvement, auto parts, drug stores, grocery stores, and quick-service restaurants. Through its strategic approach, NETSTREIT aims to build a robust portfolio of retail properties under long-term net leases, ensuring consistent cash flows and dividends for its investors. The management team, composed of experienced professionals in commercial real estate, is committed to enhancing the quality and value of its assets.

Recreational Realty owner, operator, and developer of specialized recreational vehicle and marine storage facilities.

American Health Properties provides and offers financial support and assistance on buildings. It focuses on growing medical office buildings, skilled nursing facilities, and senior housing communities. American Health Properties was founded in 2011 and is based in California, USA.

DH Capital is a private investment banking partnership established in 2001, specializing in financial advisory services for the media, internet, and telecommunications sectors. The firm assists pension funds and other investors in the placement of private capital, providing tailored guidance to help clients navigate complex investment opportunities. Through its focus on these industries, DH Capital aims to deliver strategic insights and foster growth for its clientele.

Goalsetter is a financial education platform designed for families, focusing on helping children and teens develop money management skills. The platform offers a range of tools for goal-based saving, including automatic deposits, round-ups, and spending tools to assist kids in budgeting. It also features engaging educational content such as quizzes and videos that incorporate games and pop culture to enhance financial literacy. In addition to its app, Goalsetter provides Goalsetter Classroom, a learning management system aimed at K-12 schools, which includes a teacher-led curriculum to further educate students about financial concepts. Through these resources, Goalsetter aims to empower young users to make informed financial decisions and achieve their savings goals.

SageSure is a managing general underwriter that specializes in coastal residential and commercial property insurance markets in the United States. Established in 2009, the company offers over 50 competitively priced insurance products across 14 coastal states, serving approximately 415,000 policyholders with more than $850 million in in-force premium. SageSure utilizes a tech-focused approach, featuring an advanced online quoting and binding platform along with sophisticated risk modeling and scoring technology. The company distributes its products through a network of over 11,400 insurance producers and national brokers, ensuring that customers receive tailored solutions that protect their most valuable assets while helping them save on premiums without sacrificing coverage.

JMP Group is a full-service investment bank based in San Francisco, California, established in 1999. The firm specializes in providing a range of financial services, including investment banking, sales and trading, and equity research, primarily catering to growth companies and their investors. JMP Group operates through various divisions, including JMP Securities, Harvest Capital Strategies, JMP Asset Management, and JMP Credit Advisors. It offers alternative asset management products to institutional and high-net-worth investors and serves clients across multiple sectors, such as business products and services, financial services, healthcare, and information technology. In a recent development, JMP Group was acquired by Citizens Bank.

Investors Bancorp, originally established in 1926 as the Washington Rock Building and Loan Association, has evolved significantly over the decades, including a name change to Investors Savings and Loan. The organization has expanded through mergers, acquisitions, and internal growth, with the goal of becoming the largest community bank in New Jersey. In 1997, it transitioned from a mutual savings bank to a stock savings bank, reorganizing into a two-tiered holding company structure. Investors Bank operates as a wholly owned subsidiary of Investors Bancorp, Inc., a Delaware-chartered mid-tier stock holding company. Additionally, the company formed Investors Bank Mortgage Co., LLC, enhancing its capacity to offer a diverse range of lending products and services. Investors Bancorp Inc. became publicly traded in 2014, marking a significant milestone in its development.

Aphios Corporation is a biotechnology company based in Woburn, Massachusetts, specializing in drug delivery and manufacturing technologies. Founded in 1993, Aphios develops innovative platforms that enhance drug discovery and ensure the safety of pharmaceuticals. The company focuses on creating therapeutic products aimed at health maintenance, disease prevention, and treatment of various conditions, including cancers, infectious diseases, and central nervous system disorders. Notable products include Zindol, a ginger-derived therapeutic, and several advanced formulations such as APH-0703, a protein kinase C activator, and APH-0911, a nanotechnology-based prodrug for cancer treatment. Additionally, Aphios is engaged in developing technologies related to supercritical fluids for the production of natural pharmaceuticals, as well as specialized equipment for various applications, including microbial cell disruption and biomass pretreatment for biofuels. The company also provides virology testing services to validate viral clearance and inactivation.

Mechanical Solutions specializing in heating and plumbing systems for residential and commercial clients.

Millennium Campus Network prepares the next generation of social impact leaders. They facilitate student leaders' growth and connections through three programs. The objectives of the program are to rethink the paradigms that perpetuate inequality, to promote a human-centered and collaborative approach to global development, and to transform dialogue into action.

Conservation Solutions has provided customers with creative solutions to energy and water problems in their facilities and buildings. Conservation Solutionsaccomplish the energy and water savings while keeping people comfortable and satisfaction a priority. In industrial facilities, Conservation Solutions increase efficiency and improve production.

Parlor Skis is a provider of handcraft skis in the pursuit of the perfect turn, and a better line down the mountain.

J.C. Jacobs Plumbing has been providing advanced plumbing solutions for commercial or residential.

The Boston Smoked Fish Company produces the highest quality smoked fish available using sustainably harvested fish, locally sourced ingredients, and all-natural preparation.

BodiScience Wellness Center & Spa is a passionate commitment to providing you with world-class services with cutting-edge technology that are healthy for your mind and body.

Stay Clean Power Washing is a company that wants to develop a highly successful and all-around impeccable pressure washing, snow plowing, and roof washing business.

NU Kitchen operates a restaurant that focuses on providing a healthy dining experience. It offers a diverse menu that includes breakfast bowls, sandwiches, waffles, juices, smoothies, burgers, coffee, and craft beer. The establishment provides both dine-in and takeaway options, catering to a variety of customer preferences. NU Kitchen is dedicated to using wholesome ingredients and mindful preparation, aiming to create an uplifting atmosphere that inspires a healthy lifestyle within the community. Through attentive service, the restaurant seeks to enhance the experience of entertaining and dining for its patrons.

Today’s Wellness is a general medical practitioner,extending high-quality medical care that ensures optimal health and wellness of our patients.

3 Broke Girls Salon offering customized salon facilities solutions specializes in Men, Women, and kid's hair cuts.

Lovin' Spoonfuls is a non-profit organization based in Boston, Massachusetts, founded in 2010. The organization focuses on rescuing and distributing perishable, prepared, and unserved food that would otherwise be wasted. By delivering this food to local crisis centers, soup kitchens, and social assistance entities, Lovin' Spoonfuls plays a crucial role in addressing hunger within the community. The organization is dedicated to ensuring that wholesome, ready-to-eat meals reach those in need, demonstrating its commitment to eradicating hunger in Massachusetts. Through its efforts, Lovin' Spoonfuls aims to make a meaningful impact on food waste and food insecurity, emphasizing that sufficient food exists to feed everyone.

Aceituna Grill is healthy eating should be delicious, convenient & best enjoyed in a warm hospitable environment.

GRIT is a social enterprise startup based in Boston, Massachusetts. We believe in a stakeholder driven design process, where the people who use a technology help to design it. We started as the MIT Mobility Lab where we invented the Leveraged Freedom Chair (LFC), a lever-powered all-terrain wheelchair. After four years of testing the LFC in the field, we founded GRIT in 2012 to bring the LFC to market. We help people with disabilities get off-road and on with their lives.

Lex Communicate offers a full range of speech, language, and family support services, specializing in executive functioning and social communication.

Maribeth Crupi Physical Therapy is a practice of clinicians devoted to highly individualized physical therapy treatments.

Mirage Hair Design is a specialist in all of your hair care needs as well as other beauty needs. Mirage Hair Design love for you to relax and enjoy your experience. Mirage Hair Design primarily uses Wella color hair products but have also included Framesi and Redken so we are able to satisfy every client’s hair needs.

Goodfellas Doggy Daycare is owned and operated by a family of knowledgeable, experienced, dog lovers who refer to their dogs as their children.

SocialMadeSimple is a provider of social media marketing tools and services tailored for small businesses and individual professionals. The company combines its innovative platform with a team of marketing experts to offer affordable, full-service social media solutions. Their approach focuses on creating unified and cohesive social media strategies that generate results for multi-location brands on a hyper-local level. SocialMadeSimple reaches its target market through a blend of direct sales and marketing efforts, forming Whitelabel partnerships with larger companies that already offer marketing tools, as well as collaborating with local marketing agencies and smaller affiliates. This strategy allows them to effectively serve a diverse clientele and enhance their social media presence.

Can-Do Handyman Services provides the highest quality workmanship at reasonable prices.

Vitra Health is a home health agency based in Braintree, Massachusetts, that provides a variety of health care services delivered in the comfort of patients' homes. Their offerings include adult family care, group adult foster care, homemaking services, and medication management. Vitra Health focuses on supporting individuals recovering from illnesses or injuries by delivering daily supervision and assistance tailored to their specific needs.

Square Medical Group offering specific behavioral health services including Medication-Assisted Treatment (MAT), substance-use disorder treatments, and assistance for all mental health conditions, SMG specializes in assisting those seeking help for both substance-use disorders along with one or more mental health conditions. SMG offers a fully-integrated model by providing psychiatric therapy and medication management, along with individual and group counseling, intensive outpatient (IOP) services, and Transcranial Magnetic Stimulation (TMS) for treatment-resistant depression.

Big East Security Integrations is a top Security System Supplier. We lead the local industry in customer approval and strive to provide world-class service for every contract, large or small. Whether we’re working with an individual client or a company, we guarantee you’ll receive only the best quality products and service from us.

Fresh Truck is to strengthen communities by getting fresh food closer to the households that need it most.

Reading Endodontics specializes in root canal treatment.

East Point Adhc is a provider of the Social Assistance Industry.

Trinity Capital LLC is a boutique investment firm that specializes in providing investment banking and financial advisory services to middle-market businesses. Founded in 2000 and headquartered in Los Angeles, with an additional office in New York, the firm offers a range of services including mergers and acquisitions, private placements, divestitures, fairness opinions, and both debt and equity financing. Trinity Capital serves various industries, including real estate, retail, consumer products, food and agriculture, and hospitality. Its clientele comprises notable firms such as Lee Equity Partners, Bain Capital, Texas Pacific Group, and The Carlyle Group. As of 2020, Trinity Capital operates as a subsidiary of Citizens Capital Markets, Inc.

Synchronoss Technologies, Inc. is a provider of cloud, digital, messaging, and Internet of Things (IoT) solutions, serving various markets across North America, Europe, the Middle East, Africa, and the Asia Pacific. Founded in 2000 and headquartered in Bridgewater, New Jersey, the company offers a range of platforms and services, including its digital experience management solutions, which facilitate digital journey creation and analytics-driven interactions for IT and business stakeholders. Synchronoss also provides multi-channel messaging solutions that cater to peer-to-peer communications and application-to-person transactions, as well as IoT management technologies for smart city and building applications. Its flagship offerings include the Synchronoss Personal Cloud, designed for secure content management and engagement, as well as ActivationNow and ConvergenceNow platforms, which enhance workflow management for communications service providers. The company generates revenue primarily through subscription and transaction-based fees, leveraging both direct sales and strategic partnerships to reach its customer base.

Clarfeld Financial Advisors, Inc. is a financial services firm based in Tarrytown, New York, with an additional office in New York City. Founded in 1981, the firm specializes in providing comprehensive wealth management services, including financial planning, investment counseling, estate and trust planning, tax planning, risk management, and asset protection. Clarfeld primarily serves corporate executives, professionals, business owners, and their families, focusing on high net-worth individuals. As a Registered Investment Adviser, Clarfeld operates under the ownership of Citizens Bank, National Association.

Four Springs Capital Trust is a private real estate investment firm based in Lake Como, New Jersey, established in 2012. The company specializes in acquiring and managing a diversified portfolio of single-tenant net lease properties, focusing on sectors such as industrial, medical, retail, and office spaces. It targets high-quality tenants and seeks properties with remaining lease terms exceeding ten years, which include contractual rent increases. By actively managing its portfolio, Four Springs Capital Trust aims to provide a stable and diversified tenant base, catering to the income-producing commercial real estate market across the United States.

Franklin American Mortgage Company (FAMC) is a privately held mortgage banking firm located in Franklin, Tennessee. The company specializes in providing residential mortgage loans and financing services. Its offerings include a variety of mortgage plans designed to meet the needs of individuals, mortgage brokers, and both small and large lenders. FAMC also supports its clients with corresponding lending programs and an internal software solution that facilitates access to loan information, pipeline management, reporting, guidelines, and pricing. This comprehensive approach allows clients to effectively manage their mortgage financing needs.

ANI Pharmaceuticals, Inc. is a specialty pharmaceutical company based in Baudette, Minnesota, that develops, manufactures, and markets both branded and generic prescription pharmaceuticals primarily in the United States and Canada. The company focuses on producing a diverse range of products, including controlled substances, oncolytics, hormones, and steroids, catering to various medical conditions such as cancer, hypertension, depression, and pain management. ANI manufactures oral solid dose products, liquids, and topical formulations, including potent drugs that require specialized manufacturing environments. Additionally, the company engages in contract manufacturing for other pharmaceutical firms. With a commitment to quality, ANI's products are distributed through various channels, including retail pharmacies, wholesalers, and mail-order services. Founded in 2001, ANI Pharmaceuticals has established itself as a significant player in the pharmaceutical industry, contributing to the treatment of various health issues through its extensive product offerings.

Western Reserve Partners is a financial advisory firm based in Cleveland, Ohio, founded in 2004 by Ralph M. Della Ratta. The firm specializes in providing advisory services in mergers and acquisitions, capital raising, restructuring, and bankruptcy to middle-market companies across various industries, including industrial, healthcare, technology, business services, consumer, and real estate. Prominent clients include Anomatic, Astrup, Bronx, Excel, LESCO, and Yoder. Western Reserve Partners is known for its tailored approach to financial advisory, particularly in sell-side and buy-side transactions, financial opinions, valuations, and restructuring scenarios.

Calgon Carbon Corporation specializes in providing products and services aimed at protecting human health and the environment from harmful contaminants in water and air. The company operates through three main segments: Activated Carbon, Alternative Materials, and Advanced Water Purification. The Activated Carbon segment focuses on manufacturing and marketing both granular and powdered activated carbon for diverse applications, including the removal of organic compounds from air and water. It also engages in the reactivation of spent carbon and offers related equipment and maintenance services. The Alternative Materials segment supplies filtration media such as diatomaceous earth and perlite for various industries, including food and beverage, pharmaceuticals, and industrial processes. Additionally, it provides carbon cloth for military and medical applications. The Advanced Water Purification segment designs and operates systems utilizing ultraviolet light and ion exchange technology. Calgon Carbon sells its offerings through a direct sales force and a network of agents and distributors, serving markets that include potable water, environmental air, and industrial processes. Founded in 1942 and headquartered in Moon Township, Pennsylvania, Calgon Carbon operates as a subsidiary of Kuraray Holdings U.S.A., Inc.

Hibernia Networks operates a global fiber optic network that connects North America, Europe, and Asia. With over 220 Points of Presence across 89 markets in 25 countries, Hibernia provides a wide range of services tailored for industries such as wholesale, finance, and media. The company specializes in secure and diverse solutions, including dedicated Ethernet, Wavelength, and carrier-grade IP transit services. Additionally, Hibernia offers cloud connectivity and low latency services, enhancing content delivery through its HiberniaCDN. Its media services focus on the reliable transmission of video signals over fiber, facilitating both dedicated and occasional broadcasts worldwide. Hibernia is committed to delivering exceptional support and flexibility to meet the needs of its global customer base.

Wildtree Holdings, LLC, founded in 2019 and based in Providence, Rhode Island, specializes in distributing online meal kits and affordable meal solutions tailored for busy individuals and families. The company offers a diverse range of products, including Wildtree Fresh, Wildtree Kits, and Wildtree Wellness, which cater to various dietary restrictions and preferences such as gluten-free, low-sugar, vegetarian, vegan, kosher, and organic options. In addition to its meal kits, Wildtree provides customized weekly meal plans based on customer preferences and offers online recipes to support healthy eating. The company aims to simplify mealtime by addressing the unique dietary needs of its customers.

T5 Data Centers specializes in building, owning, and operating server-ready data centers across North America, catering to the needs of corporate users. The company offers customizable and reliable computing environments designed to support mission-critical applications. Their facilities feature robust designs with redundant power and telecommunications systems, ensuring high availability and reliability. T5 provides enterprise colocation services, enabling organizations to efficiently manage their data needs while minimizing operational costs. With a focus on state-of-the-art technology and scalable solutions, T5 Data Centers aims to deliver peace of mind to clients regarding the performance and reliability of their critical applications.

Media Renaissance has developed a leading global technology platform that enables web sites to cost effectively meet the increasing need to provide targeted, high quality, measured Interactive Entertainment Content to their audience. Using proprietary technology, They provide a network service that locates, digitally facilitates, and deploys multi-channel Internet Entertainment Content and then uniquely measures the success of that programming on an ongoing basis. Using patent-pending technology, Dynamic Dialog Manager, They digitally facilitate the interchange between marketers and content providers as well as provide feedback and measurement in a dynamic, unique, and on-going manner.