Citizens Financial Group Acquires DH Capital LLC

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.

Citizens Financial Group Acquires Investors Bancorp

April 7, 2022

Financial Services

Citizens Financial Group, Inc. has completed its acquisition of Investors Bancorp, Inc., merging Investors and Investors Bank into Citizens and Citizens Bank, National Association respectively. The deal adds more than 200 branches and over 1,600 employees, strengthening Citizens' retail and commercial banking presence across the New York City and Philadelphia metropolitan areas and throughout New Jersey.

Citizens Financial Group Acquires 80 HSBC East Coast Branches and National Online Deposit Business

February 22, 2022

Financial Services

Citizens Financial Group has closed its acquisition of 80 East Coast branches and the national online deposit business from HSBC Bank U.S.A., N.A., adding more than 800,000 customer accounts and rebranding the branches as Citizens. The deal expands Citizens' physical presence in the New York City metro, Mid-Atlantic and Southeast Florida markets and brings more than 500 former HSBC employees to Citizens as part of the conversion.

Citizens Financial Group Acquires Select Assets of Paladin Advisors

July 14, 2022

Financial Services

Citizens Financial Group has agreed to purchase select assets and liabilities of Paladin Advisors, an independent registered investment advisor headquartered in Kensington, New Hampshire. The acquisition will fold Paladin into Clarfeld | Citizens Private Wealth, expanding Citizens' geographic presence and adding Paladin's investment allocation capabilities to its wealth management platform.

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.

Citizens Financial Group Acquires College Raptor

September 13, 2022

Education

Citizens Financial Group has agreed to acquire College Raptor, an Iowa City–based online college planning platform, in a deal announced September 13, 2022. The acquisition (terms undisclosed) will expand Citizens’ advice and insight capabilities to help students and families plan for college and deepen the bank’s student-lending and digital engagement offerings.