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

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.

December 27, 2021 Air Conditioning Innovative Solutions | Atlantic Street Capital | Caltius Equity Partners | Citizens M&A Advisory | Faegre Drinker | Jason Wallace | Michael Morgan | Mike Nichols Ian Koplin

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.

October 18, 2021 Citizens M&A Advisory | Eclipse Advantage | Jason Wallace | Longshore Capital Partners | Nick Christopher | Pete Westermann | Two Sigma Impact Ian Koplin

Citizens Advises trustaff Management & CardioSolution on Recapitalization by Cornell Capital and Trilantic North America

Citizens M&A Advisory announced today that it served as the exclusive financial advisor to trustaff Management, Inc. and CardioSolution on their recapitalization by two New York-based private equity firms, Cornell Capital and Trilantic North America.

March 19, 2021 Citizens M&A Advisory | Cornell Capital | Dave Phillips | Jason Wallace | Steve Dyott | Trilantic North America | trustaff Management Rita Garwood