- Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $179.9 billion in assets as of June 30, 2020
- Citizens M&A Advisory served as the exclusive financial advisor to Advocate on its recapitalization by Spire Capital
- Advocate provides technology business management (TBM) and technology expense management (TEM) services to enterprise organizations
- Spire Capital is a leading New York-based private equity firm specializing in investments in the technology-enabled business services
- Citizens M&A Advisory specializes in middle-market mergers and acquisitions as well as later-stage financing transactions
- Citizens combines sector intelligence with a client-focused approach to realize our clients’ true value
