Citizens M&A Advisory served as the financial advisor to Leadec in its acquisition of Diversified Automation, an automation controls and software solutions provider to the express parcel industry.
Citizens M&A Advisory served as the exclusive financial advisor to Flip Electronics on its recapitalization by O2 Investment Partners, a Bloomfield Hills, MI-based lower middle market private equity firm.
An improved public health environment and the possibility of higher capital gains taxes will likely drive increased merger and acquisition activity in 2021, according to a Citizens survey of 700 leaders at U.S. middle market companies and private equity firms.
Citizens M&A Advisory served as the exclusive financial advisor to Health iPASS, a provider of cloud-based patient engagement software and revenue cycle management technology, on the company’s sale to Sphere, backed by Waud Capital.
Citizens M&A Advisory served as exclusive financial advisor to Lacerta Group on the company’s recapitalization by SK Capital.
Citizens M&A Advisory advised human resources and employee benefits consulting firm Findley on its sale to USI Insurance Services.
Citizens M&A Advisory served as lead M&A advisor to Texas-based engineering company KBR on its acquisition of Centauri from private equity company Arlington Capital Partners. The transaction was valued at approximately $800 million.
Citizens M&A Advisory served as the exclusive financial advisor to EcoDigital (formerly known as Front Porch Digital) in its sale to Telestream, combining two software businesses in the digital media industry.
Citizens M&A Advisory served as the exclusive financial advisor to EasyWorkforce Software Corporation, a workforce management software provider, on its growth equity investment from CFH Strategic Investment I.
Citizens M&A Advisory served as the exclusive financial advisor to BV Investment Partners on its simultaneous acquisition of two ServiceNow consulting partners – GlideFast Consulting, a Boston-based commercial partner, and Pharicode, a Huntsville-based government partner.