Citizens JMP offers investment banking expertise across six industries—technology, healthcare, financial services, real estate, consumer, and industrials.

Our success depends on our ability to evaluate and structure transactions that create long-term shareholder value, and a successful transaction requires us to draw on all of our strengths: exceptional client focus, in-depth industry knowledge, and skilled execution. We are especially proud of our tendency to build lasting relationships with our clients, playing a true advisory role and working on multiple transactions over time.

Our capital raising capabilities include public and private capital markets transactions, including equity, debt, and convertible securities offerings. We also offer a broad range of strategic advisory services, such as mergers and acquisitions (M&A) advisory, divestitures, recapitalizations, and valuations and fairness opinions. In addition, we provide restructuring services, including liability management, debt restructuring, sourcing of new debt and equity capital, asset sales, reorganizations, and distressed M&A.

Gavin Slader

Head of Investment Banking

Ryan Abbe

Head of Real Estate Investment Banking

David Kellman

Head of Healthcare Investment Banking

Jeffrey Kung

Head of Financial Services Investment Banking

Kevin McClelland

Head of Technology Investment Banking

Andrew Mertz

Head of Equity Capital Markets