M&A Deal Summary

Citizens Financial Group Acquires Paladin Advisors

On July 14, 2022, Citizens Financial Group acquired business services company Paladin Advisors

Acquisition Highlights
  • This is Citizens Financial Group’s 3rd transaction in the Business Services sector.
  • This is Citizens Financial Group’s 34th transaction in the United States.
  • This is Citizens Financial Group’s 1st transaction in New Hampshire.

M&A Deal Summary
Date 2022-07-14
Target Paladin Advisors
Sector Business Services
Buyer(s) Citizens Financial Group
Deal Type Add-on Acquisition

Target

Paladin Advisors

Kensington, New Hampshire, United States
website
Paladin Advisors is an independent, registered investment advisor that assists individual and institutional clients in designing and implementing global investment programs. The company offers investment strategy development, investment management, research services, and consulting on special projects. It also offers a full array of financial, estate & tax-planning services. Paladin Advisors was formed in 2011 and is based in Kensington, New Hampshire.

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Buyer(S) 1

Buyer

Citizens Financial Group

Providence, Rhode Island, United States

website

Category Company
Founded 1828
Sector Financial Services
Employees17,800
DESCRIPTION

Citizens Financial Group, Inc. operates as the bank holding company for Citizens Bank, N.A. and Citizens Bank of Pennsylvania that provide banking products and services.

DEAL STATS #
Overall 34 of 35
Sector (Business Services) 3 of 4
Type (Add-on Acquisition) 29 of 30
State (New Hampshire) 1 of 1
Country (United States) 34 of 35
Year (2022) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-09-08 JMP Group

San Francisco, California, United States

JMP Group is a diversified capital markets firm that provides investment banking, equity research, and sales and trading services to corporate and institutional clients as well as alternative asset management products and services to institutional and high-net-worth investors. The company conducts its investment banking and research, sales, and trading activities through JMP Securities and its venture capital and private capital activities through Harvest Capital Strategies and JMP Asset Management. JMP Group is based in San Francisco, California.

Buy $149M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-09-13 College Raptor

Coralville, Iowa, United States

College Raptor is a college planning platform that matches prospective students to schools based on both academic and financial fit. It offers robust content and tools to help prospective students evaluate and select a college, including side-by-side comparisons of estimated aid packages, as well as campus match scores and admission chances. College Raptor was formed in 2012 and is based in Coralville, Iowa.

Buy -
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