Mergers and Acquisitions Advisory, Sell-Side and Buy-Side

The Citizens team provides targeted expertise and strategic guidance across the full transaction lifecycle, from initial conception through market execution. With their depth of sector expertise, the team possess a true understanding of value-drivers, active strategic and financial buyers and innovative and customized transaction processes.

Sell-side Advisory

Maximize value and minimize risk with our tailored sell-side advisory services. We guide you through every stage of the sale process, ensuring strategic positioning and optimal outcomes for your business.

Buy-side Advisory

Unlock growth opportunities with our buy-side expertise. From identifying the right targets to seamless execution, we help you make informed acquisitions that align with your strategic vision.

Fairness Opinions

Gain confidence in your transactions with our independent fairness opinions. We deliver objective, data-driven assessments to support your board and stakeholders in making sound decisions.

The Citizens team provided immense leverage to the Eagle Fire management team throughout the entire engagement. They understood the company’s value proposition and crafted a compelling story that resonated with investors. It was a privilege to work with the Citizens team, and we are thrilled to partner with Cobepa during our next phase of growth.

RAY CLARKE

CEO, EAGLE FIRE

Aerospace, Defense & Government Services

Deep understanding of the unique value drivers that characterize this evolving industry.

Business Services

Unique perspectives on valuation, buyer motivations and financing options.

Consumer, Franchise, Food Services & Restaurants

Solutions to address rapidly changing demands and set you up for success. 

Financial Services

Delivering best-in-class solutions, thoughtful advice and consistent execution.

Healthcare

Expertise to help you finance growth, control costs and run more efficiently.

Industrials

Deep knowledge to help you capitalize on shifting trends and initiatives.

Real Estate, Gaming, Lodging & Leisure

Firm grasp on leading indicators, the evolving regulatory landscape and changing trends.

Technology & Communications

Experienced bankers powering your success in a landscape of constant change.

Transportation & Logistics

Relationships and advisory services to move your business forward.

2026 M&A Outlook

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.

September 2025 M&A Update

After a slower spring marked by tariffs and uncertainty, summer saw increased M&A activity, supported by several large headline transactions.

March 2025 M&A Update

Early 2025 saw improved confidence versus six months prior, alongside expectations for higher deal activity and exits.

Jason Wallace

Managing Director, Head of M&A

jason.wallace@citizensbank.com

Get in Touch

“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

Mergers & Acquisitions