We bring deep expertise, fresh and thoughtful ideas and the full breadth of investment banking capabilities to propel growth at every stage.

Capital Markets & Advisory is a fast-growing, full-service investment bank, enabling clients to make confident decisions in all market conditions. Backed by one of the oldest and largest financial institutions in the country, we offer a comprehensive product suite built on sector intelligence and supported by a cohesive coverage model.
A comprehensive suite of services, including leveraged financing and syndicated loan origination.
A complete range of investment banking, securities brokerage and equity research capabilities.
Foreign exchange, interest rate and commodities risk management services.
Strategic advice, financial analysis and hands-on support throughout the M&A process.
Sound advice, streamlined credit decisions and subscription line services.
Specialized advice, solutions and service by industry.

As market conditions improve, the M&A upswing is poised to broaden in 2026. Discover what's behind this optimism in our survey of 400 company and PE firm dealmakers.

As the private capital ecosystem has expanded over the last 25 years, the private equity-backed company count has climbed, while the number of public companies has fallen sharply. Explore what these trends mean for midsized companies.

The rise of Agentic AI accelerates adoption and investment momentum.
© Citizens Financial Group, Inc. All rights reserved. Citizens Bank, N.A. Member FDIC
“Citizens” is the marketing name for the business of Citizens Financial Group, Inc. (“CFG”) and its subsidiaries. “Citizens Capital Markets & Advisory” is the marketing name for the investment banking, research, sales, and trading activities of our institutional broker-dealer, Citizens JMP Securities, LLC (“CJMPS”), Member FINRA and SIPC (See FINRA BrokerCheck and SIPC.org). Securities products and services are offered to institutional clients through CJMPS. (CJMPS disclosures and CJMP Form CRS). Banking products and services are offered through Citizens Bank, N.A., Member FDIC. Citizens Valuation Services is a business division of Willamette Management Associates, Inc. (a wholly owned subsidiary of CFG).
Securities and investment products are subject to risk, including principal amount invested and are: NOT FDIC INSURED · NOT BANK GUARANTEED · MAY LOSE VALUE