Citizens M&A Advisory

Citizens M&A Advisory, established in 1828, is the investment banking division of Citizens Financial Group, Inc. It specializes in mergers and acquisitions, debt and equity capital markets, and financial and strategic advisory services. The firm leverages sector intelligence and a collaborative approach to deliver exceptional outcomes. With a comprehensive product suite and a cohesive coverage model, Citizens M&A Advisory serves a diverse range of clients, from middle-market companies to large corporations and institutions. The firm has bolstered its capabilities through strategic acquisitions, making it one of the nation's leading financial institutions in this sector.

Daniel Fitzpatrick

President

Jack Murphy

President

Bruce Van Saun

President and CEO

Past deals in Rhode Island

Wildtree Herbs

Debt Financing in 2015
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.
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