Five-Lender Syndicate Provides $250MM Credit Facility to Charles River Associates

Charles River Associates (CRA), a provider of economic, financial and management consulting services, entered into a new and expanded revolving credit facility with a bank syndicate comprised of five lenders.

August 23, 2022 Bank of America | Brookline Bank | Charles River Associates | Citizens Financial Group | Eastern Bank | Paul Maleh | TD Bank Ian Koplin

Citizens Financial Group Acquires Paladin Advisors

Citizens Financial Group agreed to purchase select assets and liabilities of Paladin Advisors, headquartered in Kensington, NH. The transaction is expected to close in Q3/22.

July 15, 2022 Chris Weyrauch | Citizens Financial Group | Karen Parker Feld | Paladin Advisors Ian Koplin

Citizens Financial Group Completes Acquisition of DH Capital

Citizens Financial Group completed its acquisition of DH Capital, a private investment banking firm serving companies in the internet infrastructure, software and next generation IT services and communications sectors.

June 9, 2022 Citizens Financial Group | DH Capital | Keefe Bruyette & Woods | Mayer Brown | Willkie Farr & Gallagher Ian Koplin

Citizens Names Vinzant Chief Data and Analytics Officer

Citizens Financial Group named Ben Vinzant chief data and analytics officer, effective June 27. Vinzant will report to Beth Johnson, chief experience officer at Citizens.

April 7, 2022 Ben Vinzant | Beth Johnson | Citizens Financial Group Ian Koplin

Citizens Financial Group and Investors Bancorp Expect to Close Merger on April 6

Citizens Financial Group and Investors Bancorp expect to close the previously announced merger between the two companies on April 6. 

April 5, 2022 Citizens Financial Group | Federal Reserve System | Investors Bancorp Ian Koplin

Citizens Financial Hires Klane as General Counsel and Chief Legal Officer

Citizens Financial Group hired Polly N. Klane as general counsel and chief legal officer, effective April 4. Klane will join Citizens from Capital One Financial, where she most recently served as senior vice president and deputy general counsel.

March 1, 2022 Bruce Van Saun | Citizens Financial Group | Malcolm Griggs | Polly N. Klane Ian Koplin

Evoqua Activates ESG-Linked Adjustment Feature Under $350MM Revolving Credit Facility

Evoqua Water Technologies activated the sustainability-linked adjustment feature available under its $350 million revolving credit facility as part of the company’s continued commitment to integrating sustainability performance into its business strategy.

March 1, 2022 BNP Paribas | Citizens Financial Group | Credit Suisse Group | ING Bank | JPMorgan Chase | MUFG Union Bank | PNC Financial Services Group | Royal Bank of Canada | The Bank of Montreal | The Goldman Sachs Group Ian Koplin

Citizens Expands M&A Advisory Capabilities with Acquisition of DH Capital

Citizens Financial Group entered into a definitive agreement to purchase substantially all of the assets of DH Capital, a private investment banking firm serving companies in the internet infrastructure, software and next generation IT services and communications sectors.

December 16, 2021 A Stifel Company | Adam Lewis | Citizens Capital Markets | Citizens Financial Group | DH Capital | Donald McCree | Keefe Bruyette & Woods | Mayer Brown | Willkie Farr & Gallagher Ian Koplin

Citizens Financial Group Names Lindstrom Head of Business Banking

Sarah Lindstrom will become head of business banking for Citizens Financial Group on Oct. 4. Lindstrom joined Citizens in 2017 and was most recently head of retail network transformation and branch operations.

October 1, 2021 Citizens Financial Group | Sarah Lindstrom | Simon Griffiths Phil Neuffer

Citizens Financial Group to Acquire JMP Group

Citizens Financial Group and JMP Group entered into a definitive merger agreement under which Citizens will acquire JMP in an all-cash transaction.

September 9, 2021 Bruce Van Saun | Citizens Financial Group | Donald McCree | JMP Group Ian Koplin