Citizens Bank

Citizens M&A Advisory is the investment banking division of Citizens Financial Group, headquartered in Providence, Rhode Island. Founded in 1828, it specializes in mergers and acquisitions, as well as debt and equity capital markets, providing financial and strategic advisory services. Citizens M&A Advisory is known for its comprehensive product suite, which is enhanced by sector intelligence and a cohesive coverage model. The firm has strengthened its capabilities through acquisitions, including Western Reserve, Bowstring Advisors, Trinity Capital, DH Capital, and JMP Group. As part of one of the oldest and largest financial institutions in the United States, Citizens M&A Advisory serves a diverse client base, offering tailored solutions that meet the unique needs of businesses across various industries.

Daniel Fitzpatrick

President

Jack Murphy

President

Bruce Van Saun

President and CEO

44 past transactions

Lehigh Gas Partners LP is a distributor of branded petroleum for motor vehicles in the United States. We have a network of almost 800 gas station locations in 12 states: Pennsylvania, New Jersey, New York, Ohio, Kentucky, Massachusetts, Maine, New Hampshire, Florida, Tennessee, Virginia and Georgia. We strive to be the industry leader. Our employee team is committed to working with our dealer network and helping them build solid businesses. We want to remain one step ahead in developing solutions that best serve our dealers, our dealers’ customers and communities, and the petroleum industry.
Newport Tree Conservancy is a non-profit organization dedicated to fostering a healthy growing urban forest through planting program.

Recreational Realty

Debt Financing in 2022
Recreational Realty owner, operator, and developer of specialized recreational vehicle and marine storage facilities.

Goalsetter

Series A in 2021
Goalsetter is a provider of a financial education platform for families to access educational media and tools for building wealth. The company also offers a robust suite of tools including goal-based saving with auto-save and round-ups, spart spending tools to keep kids on budget, fun and educational financial quizzes, and engaging videos. In addition to the Goalsetter App, it also offers Goalsetter Classroom, an in-classroom learning management system for K-12 schools with a teacher-led curriculum.

SageSure

Debt Financing in 2021
SageSure is an insurance first, tech-forward, capital-lite managing general underwriter specializing in coastal residential and commercial property markets. SageSure offers more than 50 competitively priced insurance products in 14 coastal states on behalf of its carrier partners, serves 415,000 policyholders, and has more than $850 million in-force premium to date. Since its launch in 2009, SageSure has been pioneering property insurance through its market-leading online quoting and binding platform and its sophisticated risk modeling and scoring technology. SageSure distributes its products through a network of more than 11,400 insurance producers and national brokers who provide customers with expert advice on protecting their most important asset. For more information, visit sagesure.com.

Investors Bancorp

Acquisition in 2021
Investors Bancorp reorganized as a two-tiered holding company. Investors Bank became a wholly-owned subsidiary of Investors Bancorp. in 1926, the bank was incorporated as the Washington Rock Building and Loan Association. Sixteen years later, its name changed to Investors Savings and Loan. Through mergers, acquisitions and internal expansion, the bank grew and prospered. Today, we aim to become the largest community bank headquartered in the State of New Jersey. In 1997, Investors changed from a New Jersey-chartered mutual savings bank to a New Jersey-chartered stock savings bank, and we reorganized as a two-tiered holding company. Investors Bank became a wholly owned subsidiary of Investors Bancorp, Inc., a Delaware-chartered, mid-tier stock holding company, and Investors Bancorp Inc. became a wholly-owned subsidiary of Investors Bancorp MHC. In addition, we formed a mortgage-banking subsidiary, Investors Bank Mortgage Co., LLC. This greatly enhanced our ability to deliver a wide range of lending products and services. In 2005, Investors Bancorp Inc. became a partially public company, and completely public in 2014. Today, we trade shares of common stock on the NASDAQ (ticker symbol: ISBC).

3 Broke Girls Salon

Grant in 2020
3 Broke Girls Salon offering customized salon facilities solutions specializes in Men, Women, and kid's hair cuts.

Square Medical Group

Grant in 2020
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.
Maribeth Crupi Physical Therapy is a practice of clinicians devoted to highly individualized physical therapy treatments.
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

Grant in 2020
NU Kitchen pairs your passion for entertaining with our commitment to a healthy lifestyle.NU Kitchen combines wholesome ingredients, mindful preparation, and attentive service to create an uplifting atmosphere. We seek to inspire our community one person at a time.

Today’s Wellness

Grant in 2020
Today’s Wellness is a general medical practitioner,extending high-quality medical care that ensures optimal health and wellness of our patients.
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

Grant in 2020
Fresh Truck is to strengthen communities by getting fresh food closer to the households that need it most.

Reading Endodontics

Grant in 2020
Reading Endodontics specializes in root canal treatment.

East Point Adhc

Grant in 2020
East Point Adhc is a provider of the Social Assistance Industry.

Mirage Hair Design

Grant in 2020
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.

Social Made Simple

Grant in 2020
Social Made Simple is a media marketing tools and services. By combining their platform with a team of dedicated marketing experts they offer affordable full-service social media services to small businesses at scale. They reach their target market through a combination of their sales and marketing efforts, via Whitelabel partnerships with large companies already providing marketing tools and services like directories and email marketing providers, and through a network of smaller affiliates like local marketing agencies.
Can-Do Handyman Services provides the highest quality workmanship at reasonable prices.

Lex Communicate

Grant in 2020
Lex Communicate offers a full range of speech, language, and family support services, specializing in executive functioning and social communication.

Spoonfuls

Grant in 2020
Spoonfuls is a MA registered, 501c3 non-profit organization that keeps good food from going to waste. Through food recovery and distribution, education, and advocacy, we work to address the health, environmental, and economic impact that wasted food has on the planet.

Aceituna Grill

Grant in 2020
Aceituna Grill is healthy eating should be delicious, convenient & best enjoyed in a warm hospitable environment.

Vitra Health

Grant in 2020
Vitra Visiting Nurse Agency is a home health agency that offers a wide range of health care services that can be given in your home for an illness or injury.
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.

Aphios

Grant in 2020
Aphios Corporation, a green biotechnology company is developing enabling technology platforms designed to improve drug discovery and manufacturing, nanotechnology drug delivery and pathogenic drug safety. Using these enabling technology platforms, Aphios® and its collaborators are developing enhanced therapeutics for health maintenance, disease prevention and the treatment of certain cancers, infectious diseases and Central Nervous System (CNS) disorders.

Mechanical Solutions

Grant in 2020
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

Grant in 2020
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

Grant in 2020
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.

Trinity Capital

Acquisition in 2020
Trinity Capital is a boutique investment firm that provides strategic financial advice to middle-market businesses.
Synchronoss Technologies, Inc. provides multi-channel transaction management solutions to the communications services and digital content marketplaces primarily in North America. It offers ActivationNow and ConvergenceNow platforms, which are hosted services delivered over the Internet or a dedicated communication channel that provides work flow management. The company's ActivationNow and ConvergenceNow platforms comprise PerformancePartner Portal, a graphical user interface that enables the entry of transaction data into the gateway; Gateway Manager, which provides the capability to fulfill multiple transactions; WorkFlow Manager that provides interaction with third-party relationships, as well as enables communications service providers (CSPs) to have a single transaction view, including data from third-party systems; and Visibility Manager, which offers a centralized reporting platform for intelligent analytics around the workflow, transaction management information, historical trending, and mobile reporting for users to receive critical transaction data on mobile devices.

Clarfeld Financial Advisors

Acquisition in 2018
Clarfeld Financial Advisors is a financial services firm that specializes in financial planning and management services.

Four Spring Capital Trust

Debt Financing in 2018
Four Spring Capital Trust manages real estate investment trust focusing on industrial, medical, retail, and office properties. They seek to acquire single‑tenant net lease properties throughout the United States that are leased to high-quality tenants and have remaining lease terms in excess of 10 years with contractual rent increases. The firm was founded in 2012 and is headquartered in Lake Como, New Jersey.
Franklin American Mortgage Company (FAMC) is a privately held mortgage banking firm headquartered in Franklin, Tennessee.

ANI Pharmaceuticals

Post in 2017
ANI Pharmaceuticals is a specialty pharmaceuticals industry that develops, manufactures and markets top-quality prescription pharmaceuticals, made in the U.S.A. ANI manufactures oral solid dose products, as well as liquids and topicals, including narcotics and those that must be manufactured in a fully contained environment due to their potency and/or toxicity. ANI also performs contract manufacturing for other pharmaceutical companies.

Western Reserve Partners

Acquisition in 2017
Western Reserve Partners offers financial advisory services such as M&A and capital raising to industrial, real estate, healthcare, and technology companies. The clients of the company are Anomatic, Astrup, Bronx, Excel, LESCO, and Yoder. Clients benefit from the company’s approach to financial advisory services, particularly in situations involving sell-side and buy-side advisory, capital raising, financial opinions and valuations, and restructuring and bankruptcy. Western Reserve Partners is headquartered in the United States. The company was founded in 2004 by Ralph M. Della Ratta.

Calgon Carbon

Post in 2016
Calgon Carbon Corporation is the leader in the activated carbon industry through unmatched innovations in the purification, separation and concentration of liquids, gases and other media. As the activated carbon industry forerunner and with ultraviolet light disinfection and oxidation expertise, Calgon Carbon has originated cutting-edge purification systems for drinking water, wastewater, odor control, pollution abatement, and a variety of industrial and commercial manufacturing processes.

Hibernia Networks

Debt Financing in 2016
Hibernia Networks owns and operates a global network connecting North America, Europe and Asia. Hibernia offers over 120 network Points of Presence (PoPs) on over 24,000 kilometers of fiber. Hibernia Networks owns and operates a global network connecting North America, Europe and Asia. Hibernia offers over 220 network Points of Presence (PoPs) in 89 markets and 25 countries. Hibernia Networks serves its global customer base, including wholesale, finance, media and high-bandwidth companies, with unparalleled support, flexibility and service. Hibernia provides secure and diverse dedicated Ethernet, DTM, Wavelengths and carrier-grade IP Transit services. As a true, end-to-end service provider, Hibernia also offers cloud connectivity, low latency connectivity and HiberniaCDN for seamless anytime, anywhere content delivery. Hibernia’s media services are dedicated to flawless delivery of video signals over fiber, supporting dedicated and occasional broadcasts globally. For more information on Hibernia’s cutting-edge network and services, please visit www.hibernianetworks.com.

T5 Data Centers

Debt Financing in 2013
T5 builds, owns and operates server-ready single and multi-tenant data centers across North America to meet the demands of today’s corporate users. They provide their customers with proven, state-of-the-art data centers in a scalable format that are built, maintained and operated to ensure you never again have to worry if your mission critical applications are running.

MediaRenaissance.com

Venture Round in 2000
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.
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