Full-Time
Middle-market M&A advisory for strategic transactions
$182k - $254k/yr
Livingston, NJ, USA + 6 more
More locations: Providence, RI, USA | Dallas, TX, USA | Iselin, Woodbridge Township, NJ, USA | Norwood, MA, USA | Phoenix, AZ, USA | Everett, MA, USA
In Person
Four days in the office per week at listed locations; relocation not offered.
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Citizens M&A Advisory helps middle-market firms, private equity sponsors, and private owners with buy-side and sell-side mergers and acquisitions, plus other strategic deals. It uses sector expertise in technology, healthcare, and digital infrastructure, supported by Citizens Bank’s resources and by strategic hires like DH Capital. The team guides clients through a structured process—from goal setting to identifying targets or buyers, negotiating terms, and closing with bank support. Its approach combines client relationships, sector intelligence, and coordinated advisory across deals to align with clients’ strategic and financial objectives.
Company Size
51-200
Company Stage
IPO
Headquarters
Providence, Rhode Island
Founded
1828
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Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
Flexible Work Hours
Tuition Reimbursement
Wellness Program
Paid Vacation
Paid Sick Leave
Citizens Financial Group reported second quarter 2026 net income of $587 million, up 35% year-over-year, with earnings per share of $1.30, up 41% year-over-year and 15% quarter-over-quarter. The Providence, Rhode Island-based bank, which has $233.8 billion in assets, attributed the results to strong revenue growth and favourable credit performance. Chairman and CEO Bruce Van Saun highlighted progress on strategic initiatives, including growth in the Private Bank, record wealth fees, and record second quarter fees in capital markets. The company also announced successful launch of a new consumer mobile platform and progress on its "Reimagine the Bank" initiative. Citizens' board declared a quarterly dividend of $0.46 per share, payable on 13 August 2026 to shareholders of record on 30 July 2026.
The First Amendment is an important contractually binding document that modifies certain provisions of the original Credit Agreement between CareCloud, Inc., its subsidiaries, and Citizens Bank, N.A. The amendment was executed to address new requirements related to acquisitions and reporting obligations under the credit facility.
Safety Insurance Group has doubled its revolving credit facility with Citizens Bank to $100 million from $50 million, extending maturity to June 2031. The additional capacity remains undrawn, providing enhanced liquidity flexibility rather than immediate leverage. The expansion supports the property and casualty insurer's capital management programme, including dividends and share buybacks, though recent performance has been uneven with a Q1 2026 net loss. The company's investment case centres on disciplined underwriting and balance sheet conservatism rather than rapid profit growth. Analysts note profitability risks and relatively high valuation multiples compared to insurance peers. The Simply Wall St Community estimates fair value at $60.83 per share, suggesting current prices may be extended by 14%. The credit facility amendment provides a prudent backstop amid ongoing earnings volatility.
On June 5, 2026, Brown & Brown, Inc. entered into an amended and restated credit agreement with the lenders named therein, JPMorgan Chase Bank, N.A. as administrative agent, Bank of America, N.A.,...
Dropbox has completed a new $2 billion senior secured revolving credit facility arranged by Blackstone Credit & Insurance, with an initial $1 billion draw and the option to access an additional $1 billion. The company also authorised a $1.2 billion share repurchase programme. The proceeds will be used for working capital, general corporate purposes and share repurchases. Dropbox terminated its existing revolving credit agreement, which had been in place since March 2014. CEO Drew Houston said the financing supports strategic goals, including development of new products like Dropbox Dash, whilst aligning with financial guidance for Q4 and FY 2024. The company expects to meet or exceed financial targets. The move reflects Dropbox's broader capital allocation strategy, balancing growth investment with shareholder returns.