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Citizens Financial Group company logo
Bank
FINANCE | Retail Banking
citizensbank.com

Investments

57

Portfolio Exits

9

Partners & Customers

10

Service Providers

2

About Citizens Financial Group

Citizens Financial Group is a retail bank holding company. The company offers a wide range of retail and commercial banking products and services to individuals, institutions, and companies. It operates across the New England, Mid-Atlantic and Midwest regions through its offline branches, online platform, telephone, and mobile banking platforms. The company was founded in 1828 and is based in Providence, Rhode Island.

Headquarters Location

870 Westminster Street

Providence, Rhode Island, 02903,

United States

401-456-7000

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Expert Collections containing Citizens Financial Group

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Find Citizens Financial Group in 2 Expert Collections, including Fortune 500 Investor list.

F

Fortune 500 Investor list

590 items

This is a collection of investors named in the 2019 Fortune 500 list of companies. All CB Insights profiles for active investment arms of a Fortune 500 company are included.

C

Conference Exhibitors

5,302 items

Latest Citizens Financial Group News

Citizens serves as adviser to Engineered Solutions Group on its acquisition by Timken

Nov 28, 2023

By CITIZENS M&A ADVISORY served as the exclusive financial adviser to Engineered Solutions Group on its acquisition by The Timken Co. PROVIDENCE – Citizens M&A Advisory served as the exclusive financial adviser to Houston-based Engineered Solutions Group on its previously announced acquisition by The Timken Co., Citizens Financial Group Inc. announced. Engineered Solutions, which operates facilities in Houston and Alberta, Canada, specializes in the design and manufacture of proprietary thrust and radial bearings, primarily serving the oil and gas industry; provides anti-wear coatings through its Intellifuse coating technology; and machines other components for downhole tools, according to a news release. Engineered Solutions Group is a subsidiary of H-D Advanced Manufacturing, which is an industrial holding company backed by Hicks Equity Partners, The Riverside Co. and Weinberg Capital Group. “Having done deals for many years, I know very well that it is the whole team that makes it happen,” Weinberg Capital Group founder and investing partner Ronald Weinberg said in a statement. “We appreciate the Citizens M&A Advisory team’s drive, passion and being there each day to move the process along. Our shareholders commend the entire Citizens team for helping reach an excellent outcome for ESG, and we look forward to seeing ESG’s path forward as a part of Timken.” - Advertisement - Citizens M&A Advisory Managing Director Mark Filippell said in a statement: “H-D Advanced Manufacturing developed ESG into a world-class specialty bearings company. We were pleased to be of service in the sale of this wonderful enterprise. As a part of Timken, ESG will continue to grow worldwide.” Citizens M&A Advisory specializes in middle-market mergers and acquisitions. It is part of Citizens JMP Securities LLC, a subsidiary of Citizens Financial Group. Want to share this story? Click Here to purchase a link that allows anyone to read it on any device whether or not they are a subscriber. TAGS

Citizens Financial Group Investments

57 Investments

Citizens Financial Group has made 57 investments. Their latest investment was in Pittsburgh Film Office as part of their Grant on October 10, 2023.

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Citizens Financial Group Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

10/27/2023

Grant

Pittsburgh Film Office

$0.2M

Yes

3

5/16/2023

Line of Credit

Belknap-Haines

Yes

1

9/14/2022

Line of Credit

Crosslake Technologies

$25M

No

4

9/14/2022

Loan

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$99M

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10

5/19/2022

Debt

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$99M

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10

Date

10/27/2023

5/16/2023

9/14/2022

9/14/2022

5/19/2022

Round

Grant

Line of Credit

Line of Credit

Loan

Debt

Company

Pittsburgh Film Office

Belknap-Haines

Crosslake Technologies

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Amount

$0.2M

$25M

$99M

$99M

New?

Yes

Yes

No

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Co-Investors

Sources

3

1

4

10

10

Citizens Financial Group Portfolio Exits

9 Portfolio Exits

Citizens Financial Group has 9 portfolio exits. Their latest portfolio exit was Smokey Bones on September 25, 2023.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

9/25/2023

Acquired - II

$99M

5

8/2/2023

Asset Sale

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$99M

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10

2/14/2022

Acquired

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$99M

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10

11/10/2021

Acq - Fin

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$99M

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10

10/22/2021

IPO

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$99M

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10

Date

9/25/2023

8/2/2023

2/14/2022

11/10/2021

10/22/2021

Exit

Acquired - II

Asset Sale

Acquired

Acq - Fin

IPO

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

5

10

10

10

10

Citizens Financial Group Acquisitions

12 Acquisitions

Citizens Financial Group acquired 12 companies. Their latest acquisition was HV Bancorp on June 16, 2023.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

6/16/2023

$99M

Acq - P2P

4

9/13/2022

Convertible Note

$99M

$3.04M

Acquired

11

7/14/2022

$99M

Acquired

4

12/15/2021

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$99M

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10

11/15/2021

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$99M

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10

Date

6/16/2023

9/13/2022

7/14/2022

12/15/2021

11/15/2021

Investment Stage

Convertible Note

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

$3.04M

Note

Acq - P2P

Acquired

Acquired

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Sources

4

11

4

10

10

Citizens Financial Group Partners & Customers

10 Partners and customers

Citizens Financial Group has 10 strategic partners and customers. Citizens Financial Group recently partnered with New York Road Runners on September 9, 2023.

Date

Type

Business Partner

Country

News Snippet

Sources

9/15/2023

Partner

United States

Sportico Transactions: Moves and Mergers Roundup for September 15

Under the terms of the partnership , Fanatics will become the sole distributor of Kane 's full assortment of autographs , collectibles and memorabilia , including match-used items from Kane 's club and international career .

1

9/13/2023

Partner

United States

Citizens Financial announces partnership to offer financing options to Trek Bicycle customers

Citizens Financial Group Wednesday announced a partnership with bicycle maker Trek Bicycle to offer financing options to Trek Bicycle customers .

3

8/3/2023

Partner

United States

Citizens Partners with Wyndham Destinations to Offer Flexible Down Payment Financing to Vacation Club Members

Citizens Financial Group , Inc. today announced a partnership with Wyndham Destinations , the world 's largest vacation ownership business , to offer a more predictable and affordable way for consumers to explore their favorite resort destinations .

4

8/2/2023

Partner

United States

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10

6/21/2023

Vendor

United States

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10

Date

9/15/2023

9/13/2023

8/3/2023

8/2/2023

6/21/2023

Type

Partner

Partner

Partner

Partner

Vendor

Business Partner

Country

United States

United States

United States

United States

United States

News Snippet

Sportico Transactions: Moves and Mergers Roundup for September 15

Under the terms of the partnership , Fanatics will become the sole distributor of Kane 's full assortment of autographs , collectibles and memorabilia , including match-used items from Kane 's club and international career .

Citizens Financial announces partnership to offer financing options to Trek Bicycle customers

Citizens Financial Group Wednesday announced a partnership with bicycle maker Trek Bicycle to offer financing options to Trek Bicycle customers .

Citizens Partners with Wyndham Destinations to Offer Flexible Down Payment Financing to Vacation Club Members

Citizens Financial Group , Inc. today announced a partnership with Wyndham Destinations , the world 's largest vacation ownership business , to offer a more predictable and affordable way for consumers to explore their favorite resort destinations .

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Sources

1

3

4

10

10

Citizens Financial Group Service Providers

2 Service Providers

Citizens Financial Group has 2 service provider relationships

Service Provider

Associated Rounds

Provider Type

Service Type

Acquired

Investment Bank

Financial Advisor

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Service Provider

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Associated Rounds

Acquired

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Provider Type

Investment Bank

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Service Type

Financial Advisor

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Partnership data by VentureSource

Citizens Financial Group Team

46 Team Members

Citizens Financial Group has 46 team members, including current Executive Vice President, Patrick Joyce.

Name

Work History

Title

Status

Patrick Joyce

Executive Vice President

Current

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Name

Patrick Joyce

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Work History

Title

Executive Vice President

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Status

Current

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