Capital Markets & Advisory

About Citizens Capital Markets & Advisory®

Citizens is a fast-growing investment bank offering comprehensive services in M&A Advisory, debt and equity capital markets, equity research, institutional securities sales and trading, valuation, and foreign exchange, interest rate and commodity risk management solutions. Our deep sector expertise and full-suite of coverage from insight through execution enables US corporate, institutional and financial sponsor clients to make confident decisions in all market conditions.

Strategic Advisory

We listen to your specific goals to deliver services tailored to your situation. With this approach in mind, our team can unlock value for our clients through extensive expertise.

Debt Capital Markets

From loan syndications to bonds, we offer creative ideas and consistent follow-through in delivering the financing you need.

Equities / Equity Capital Markets

Citizens provides equity capital raising, sales and trading, and research services.

Global Markets

We offer consultative guidance to identify financial risk exposures (foreign exchange, interest rates and commodities) and quantify the impact on company performance. Global Markets provides tailored risk management solutions consistent with best practices to mitigate and limit these risks.

Valuation Services

Willamette Management Associates, a Citizens company, are leaders in valuations, forensic analysis, and transactional financial advisory services.

Financial Sponsors

Providing sound advice, streamlined credit decisions, and subscription line services to middle market sponsors and their portfolio companies.

From business services to transportation & logistics and beyond, discover the array of industries we've worked with.

Aerospace, Defense & Government

Business Services

Consumer, Restaurant, Food Services & Franchise

Financial Services

Real Estate, Gaming, Lodging and Leisure

Healthcare

aerial view robotic automation warehouse

Industrials

Technology & Communications

Transportation & Logistics

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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).

Securities and investment products are subject to risk, including principal amount invested and are: NOT FDIC INSURED · NOT BANK GUARANTEED · MAY LOSE VALUE