Citizens Financial Group Acquires Assets of Trinity Capital
February 13, 2020
Citizens Financial Group, through its wholly-owned subsidiary Citizens Capital Markets, Inc., has agreed to purchase the assets of Los Angeles-based advisory firm Trinity Capital. The deal expands Citizens' corporate finance and capital markets advisory capabilities—adding sector expertise in restaurants, retail, food & beverage and agriculture—and Trinity will operate as a division of Citizens Capital Markets upon closing; terms were not disclosed and the transaction is expected to close later this quarter subject to regulatory approval.
- Buyers
- Citizens Financial Group, Inc., Citizens Capital Markets, Inc.
- Targets
- Trinity Capital
- Sellers
- Trinity Capital
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
Citizens Financial Group Acquires DH Capital LLC
June 8, 2022
Financial Services
Citizens Financial Group, Inc. has completed its acquisition of DH Capital LLC, a private investment banking firm focused on internet infrastructure, software, next-generation IT services and communications. The deal brings DH Capital's M&A and advisory capabilities into Citizens' corporate and investment banking platform.
-
Citizens Financial Group Completes Acquisition of Investors Bancorp
April 7, 2022
Financial Services
Citizens Financial Group has completed its previously announced merger/acquisition of Investors Bancorp. Investors has been merged into Citizens, with Citizens as the surviving corporation, and Investors Bank merged with Citizens Bank, National Association. The combined franchise expands Citizens’ presence in the New York City and Philadelphia metro areas and across New Jersey.
-
Citizens Financial Group Acquires Bradley Wealth Partners
November 21, 2025
Financial Services
Citizens Financial Group has acquired Bradley Wealth Partners, a Newport Beach-based advisory team that previously managed $880 million in client assets, and integrated the team's advisors into Citizens Private Wealth. The move expands Citizens' private wealth footprint in Southern California and strengthens its capabilities serving next-generation and ultra-high-net-worth clients.
-
Citizens Financial Group to Acquire JMP Group
September 8, 2021
Financial Services
Citizens Financial Group, Inc. entered into a definitive all-cash merger agreement to acquire JMP Group LLC. The transaction is designed to expand Citizens’ capital markets and commercial banking capabilities, including institutional equities and sector-focused advisory services.
-
Citizens Financial Group Acquires Select Assets of Paladin Advisors
July 14, 2022
Financial Services
Citizens Financial Group has agreed to purchase select assets and liabilities of Paladin Advisors, an independent registered investment advisor headquartered in Kensington, New Hampshire. The acquisition will fold Paladin into Clarfeld | Citizens Private Wealth, expanding Citizens' geographic presence and adding Paladin's investment allocation capabilities to its wealth management platform.
-
Guardian Capital LLC Acquires Sterling Capital Management from Truist Financial
February 3, 2024
Financial Services
Guardian Capital Group Limited announced it has agreed for its wholly owned subsidiary, Guardian Capital LLC, to acquire Sterling Capital Management from Truist Financial Corporation. The purchase is for $70 million on closing to buy 100% of Sterling’s equity, subject to customary adjustments and earn-outs, with anticipated closing in Q2 2024.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.