Citizens M&A Advisory Archives

Citizens M&A Outlook Optimistic Despite Headwinds

Citizens’ 2023 M&A Outlook revealed both upbeat expectations for company performance and high desire for growth in a low-growth world in the coming year.

January 11, 2023 Citizens | Citizens M&A Advisory | Jason Wallace Ian Koplin

Citizens Advises New State Capital on Acquisition of Patuxent Roofing and Contracting

Citizens M&A Advisory served as the financial advisor to New State Capital on its acquisition of Patuxent Roofing and Contracting, an independent provider of re-roofing installation and services.

June 29, 2022 Citizens M&A Advisory | New State Capital. | Patuxent Roofing and Contracting | Ryan Sugrue | Shaun Vasavada Phil Neuffer

Citizens Survey Foresees Strong Year for M&A in 2022

Middle-market companies and private equity firms foresee an extremely strong year for the M&A market in 2022, with bullish forecasts for both deal volumes and for company valuations, according to a Citizens survey of 400 leaders at U.S. middle-market companies and private equity firms.

January 21, 2022 Citizens M&A Advisory Ian Koplin

Caltius Equity Partners Recaps Investment in Air Conditioning Innovative Solutions

Caltius Equity Partners completed a recapitalization of its investment in Air Conditioning Innovative Solutions (ACIS) to Atlantic Street Capital. Caltius Equity Partners will continue to be an investor in ACIS and will remain on ACIS’ board of managers.

Citizens Advises FT Synthetics on Acquisition by GAF

Citizens M&A Advisory served as the exclusive financial advisor to FT Synthetics on its acquisition by GAF, a portfolio company of Standard Industries.

Citizens Advises Eclipse Advantage on Acquisition by Two Sigma Impact

Citizens M&A Advisory served as the exclusive financial advisor to Eclipse Advantage, a provider of outsourced supply chain workforce solutions, on its acquisition by Two Sigma Impact.

Citizens M&A Advisory Advises WorkN on Acquisition by Avionté

Citizens M&A Advisory served as the exclusive financial advisor to WorkN, a mobile on-demand staffing platform, on its acquisition by Avionté, a portfolio company of Serent Capital.

Citizens Advises Invisors on its Recapitalization by WestView Capital Partners

Citizens M&A Advisory served as the exclusive financial advisor to Invisors, a Workday consulting firm based in Atlanta, on its recapitalization by WestView Capital Partners, a Boston-based private equity firm.

September 1, 2021 Citizens M&A Advisory | Don Holbrook | Invisors | Keith Diego | Westview Capital Partners Ian Koplin

Citizens Advises Orttech on Recapitalization by Main Street Capital

Citizens M&A Advisory served as the exclusive financial advisor to Orttech on its majority recapitalization by Main Street Capital.

Citizens Advises I.D. Images on Sale to Sole Source Capital

Citizens M&A Advisory served as the exclusive financial advisor to I.D. Images (IDI) on its sale to Sole Source Capital. Headquartered in Brunswick, OH, IDI is a provider of durable and graphic intensive labels, along with an assortment of complementary products and value-added services.

August 12, 2021 Brian Gale | Citizens M&A Advisory | I.D. Images | Kevin Mayer | Sole Source Capital Ian Koplin

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