Citizens M&A Advisory

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.

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.

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.

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.

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.

SageSure is a managing general underwriter focused on coastal residential and commercial property markets. Founded in 2009, SageSure specializes in providing over 50 competitively priced insurance products across 14 coastal states through its carrier partners. The company serves more than 415,000 policyholders with over $850 million in-force premium to date. SageSure is known for its innovative online quoting and binding platform, as well as advanced risk modeling and scoring technology. It distributes its products through a network of over 11,400 insurance producers and national brokers, ensuring customers receive expert advice on protecting their assets.

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

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.

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.