Citizens Financial Group to Acquire JMP Group

Peoples Bancorp to Acquire Citizens National Corporation in $76.6M Cash-and-Stock Merger

April 21, 2026

Financial Services

Peoples Bancorp Inc. entered a definitive agreement to acquire Citizens National Corporation in a cash-and-stock transaction valued at approximately $76.6 million. Citizens will merge into Peoples, followed by Citizens Bank of Kentucky merging into Peoples Bank, expanding Peoples’ Kentucky footprint.

Citizens Financial Group Acquires Bradley Wealth Partners

November 21, 2025

Financial Services

Citizens Financial Group has acquired Bradley Wealth Partners, a Newport Beach-based advisory team that previously managed $880 million in client assets, and integrated the team's advisors into Citizens Private Wealth. The move expands Citizens' private wealth footprint in Southern California and strengthens its capabilities serving next-generation and ultra-high-net-worth clients.

Jefferies Financial Group Merges Jefferies Group LLC into Parent

November 1, 2022

Financial Services

Jefferies Financial Group Inc. completed the merger of its wholly owned subsidiary, Jefferies Group LLC, into Jefferies Financial Group to simplify its corporate structure and eliminate duplicate regulatory filings. The merger results in Jefferies assuming all assets and liabilities of Jefferies Group and streamlines reporting requirements.

Citizens Financial Group Acquires DH Capital LLC

June 8, 2022

Financial Services

Citizens Financial Group, Inc. has completed its acquisition of DH Capital LLC, a private investment banking firm focused on internet infrastructure, software, next-generation IT services and communications. The deal brings DH Capital's M&A and advisory capabilities into Citizens' corporate and investment banking platform.

Citizens Financial Group Completes Acquisition of Investors Bancorp

April 7, 2022

Financial Services

Citizens Financial Group has completed its previously announced merger/acquisition of Investors Bancorp. Investors has been merged into Citizens, with Citizens as the surviving corporation, and Investors Bank merged with Citizens Bank, National Association. The combined franchise expands Citizens’ presence in the New York City and Philadelphia metro areas and across New Jersey.

Citizens Financial Group Acquires Assets of Trinity Capital

February 13, 2020

Financial Services

Citizens Financial Group, through its wholly-owned subsidiary Citizens Capital Markets, Inc., has agreed to purchase the assets of Los Angeles-based advisory firm Trinity Capital. The deal expands Citizens' corporate finance and capital markets advisory capabilities—adding sector expertise in restaurants, retail, food & beverage and agriculture—and Trinity will operate as a division of Citizens Capital Markets upon closing; terms were not disclosed and the transaction is expected to close later this quarter subject to regulatory approval.