Citizens Capital Markets & Advisory served as the lead financial advisor to Progressive Roofing, a provider of commercial roofing services to education, technology, industrial, healthcare and government clients, on its agreement to be acquired by...
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July 21, 2025, 07:27 AM
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Citizens Capital Markets & Advisory served as the exclusive financial advisor to PFL Tech, Inc., a Goldman Sachs Alternatives portfolio company, on its sale to The Vomela Companies, a portfolio company of The Riverside Company.Headquartered in...
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July 14, 2025, 07:14 AM
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Citizens Capital Markets & Advisory announced the additions of Daniel Berenson and Frankie Beardslee to its life sciences investment banking team. Berenson joins the bank as a Managing Director while Beardslee joins as a Director. Berenson and...
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July 11, 2025, 08:00 AM
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Citizens Capital Markets & Advisory served as the exclusive financial advisor to Mosaic Management and Mosaic Red Hat Group, a franchisee of Arby’s, on the sale of 40 restaurants located across Florida, North Carolina and Virginia. The restaurants...
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June 04, 2025, 07:36 AM
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Citizens Capital Markets & Advisory served as the exclusive financial advisor to Keller Williams Realty, Inc. on a significant investment from Stone Point Capital LLC, a leading investment firm with deep expertise in the financial services and real...
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March 20, 2025, 07:29 AM
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Citizens Capital Markets & Advisory served as the exclusive financial advisor to Great Lakes Roofing, a market-leading multi- and single-family exterior services platform, on its sale to Renova One. Renova One is a portfolio company of Goldner Hawn...
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March 19, 2025, 07:50 AM
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Private equity entered 2024 ready to shop, and a study released by Citizens reveals many business leaders may be open to making a deal.Nearly three quarters (72%) of small- and mid-size businesses in the U.S. view the private equity industry as a...
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April 03, 2024, 07:52 AM
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Trinity Capital, a division of Citizens Capital Markets, served as the exclusive financial advisor to a California-based franchisee group managed by the Lutfi Family on the sale of 48 Arby’s restaurants located in Washington, Oregon and Southern...
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June 09, 2023, 07:12 AM
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Trinity Capital, a division of Citizens Capital Markets, served as the exclusive financial advisor to Scanlan Management LLC & Blue Pacific Guam LLC, a franchisee of Jack in the Box, on its sale to PARS Group, LLC and as the exclusive financial...
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March 15, 2023, 07:42 AM
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Trinity Capital, a division of Citizens Capital Markets, served as the exclusive financial advisor to CLC Northwest, Inc., and affiliates, a Taco Bell and KFC franchisee with 43 restaurants in Washington, Idaho and Montana. CLC Northwest sold its 18...
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October 14, 2021, 07:35 AM
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Citizens Capital Markets, Inc. announced that it served as financial advisor to Liberty Steel Products, Inc. in its divestiture of Welded Tubes, Inc. (“WTI”) to Lock Joint Tube LLC, a subsidiary of Steel Warehouse Company, LLC. WTI’s President, Joe...
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September 28, 2020, 08:50 AM
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Citizens M&A Advisory served as the exclusive financial advisor to LegalPartners, a leading alternative legal services provider (ALSP) on its recapitalization by Eureka Equity Partners, a Philadelphia-based private equity firm.LegalPartners is a...
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March 27, 2020, 08:55 AM
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Citizens Capital Markets, Inc., announced today that it served as the exclusive financial advisor to Trigon Holding, Inc. in the sale of substantially all of the assets of StelKast, Inc. to Globus Medical, Inc. The transaction was led by Ralph M....
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September 19, 2019, 08:55 AM
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Citizens Financial Group, Inc. announced the acquisition of Western Reserve Partners LLC, a Cleveland-based merger and acquisition advisory firm dedicated to delivering a full range of financial advisory services with a focus on middle market clients...
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May 03, 2017, 07:19 AM
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