Mergers & Acquisitions

Uncover M&A insights from Citizens, packed with analysis, commentary and compelling client success stories.

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Business leaders plan for growth amid economic uncertainty

Two recent Citizens surveys reveal how businesses are tackling challenges like inflation and talent acquisition while prioritizing workforce development and sustainable practices.

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The Flow of Capital into Gen AI

With significant capital flowing into AI, midsize businesses could see new opportunities for efficiency, cost reductions, and customer service. Learn more about potential implications for your business.

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Webinar Replay - Economic Growth and M&A Strategies for 2025

Watch the replay from our January 2025 M&A Outlook Webinar where Citizens leaders analyze the 2025 survey findings, discuss changes in valuations and buyer and seller pools, and what major factors are fueling M&A plans in 2025.

Citizens 2025 M&A Outlook

Market sentiment indicates that M&A activity is set to grow in 2025. Discover what major factors are fueling M&A plans this year based on our annual survey of over 400 midsize company CEOs, CFOs, and private equity firms.

The public to private equity pivot continues

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.

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2025 AI Trends in Financial Management

Discover how more and more mid-size and private equity CFOs are using AI for payments and fraud mitigation across their business.

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What should business leaders know about Private Credit?

Private Credit is now one of the three leading financing options for corporate acquisition and growth. Learn more about what to consider when evaluating financing options.

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Fall 2024 M&A Update: Growth projected to remain slow and steady

Learn what factors have contributed to slow M&A growth, current focus areas and why we are cautiously optimistic about the remainder of 2024.

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Six factors for a sustained IPO rebound

IPO activity can be sensitive to a range of factors. Hear from our Citizens JMP experts on the leading indicators of an IPO resurgence and a long-term return to normal deal volumes.

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Powering the Future of AI: Talen Energy

See how Talen Energy created Cumulus Data, a cutting-edge carbon-free, 2.5 giga-watt, AI data center.

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What are M&A sector expectations for 2024?

Forecasts turned brighter in the Citizens 2024 M&A Outlook, but views vary across the nine business sectors surveyed.

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Webinar replay - 2024 M&A Outlook

M&A leaders explore insights and share perspectives from the Citizens 2024 M&A Outlook survey of middle-market and private equity decision-makers.

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Citizens 2024 M&A Outlook

Solid expectations for the U.S. economy and an easing of market headwinds underpin positive sentiment on the 2024 mergers and acquisitions (M&A) environment, especially among potential buyers.

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The impact of PE dry powder on M&A

Historically, private equity dry powder and M&A deal value have been strongly linked. Take a closer look at the five factors that may indicate an M&A rebound.

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How to sell your business in a challenging market

Are you re-evaluating your options of selling and moving on to a next venture? Discover creative considerations and terms to help navigate selling your franchise in a challenging market.

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2024 AI Trends in Financial Management

Data is driving more and more organizations' financial decisions and operations. Discover how mid-size and private equity CFOs are thinking about artificial intelligence (AI) and how they're using it in their business.

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Webinar replay - 2024 AI Trends in Financial Management

Hear financial experts from Citizens and Omega Venture Partners discuss how CFOs of mid-sized companies and leaders at private equity firms are assessing and integrating artificial intelligence (AI) into business processes.

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Data Visualization: 40 Years of US Interest Rates

How current interest rates compare with the last 40 years and the pros and cons of the current environment.

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“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).

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