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 Grant

Champlain Housing Trust

Grant in 2024
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

Grant in 2024
The Warhol Academy provide talented professionals with opportunities to enhance their skills and become creative entrepreneurs.

Pittsburgh Film Office

Grant in 2023
Pittsburgh Film Office is a non-profit economic development agency dedicated to the mission of marketing to the film industry.

Newport Tree Conservancy

Grant in 2023
Newport Tree Conservancy is a non-profit organization dedicated to fostering a healthy growing urban forest through planting program.

Aceituna Grill

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

Global Research Innovation & Technology

Grant in 2020
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 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

Grant in 2020
Mechanical Solutions specializing in heating and plumbing systems for residential and commercial clients.

Millennium Campus Network

Grant in 2020
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

Grant in 2020
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

Grant in 2020
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

Grant in 2020
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

Grant in 2020
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 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

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.

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.

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

Grant in 2020
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
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

Grant in 2020
Can-Do Handyman Services provides the highest quality workmanship at reasonable prices.

Vitra Health

Grant in 2020
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.

Big East Security Interations

Grant in 2020
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.

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.

Fresh Truck

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

Maribeth Crupi Physical Therapy

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

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
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.
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