01/07/2025
Citizens Advises Yurgosky on its Acquisition by Moss Adams
PROVIDENCE, RI – Citizens served as the exclusive financial advisor to Yurgosky, a premier strategy, technology and analytics consulting firm with deep expertise in Salesforce, on its acquisition by Moss Adams.
Founded in 2012 and headquartered in New York City, Yurgosky provides technology services and products to organizations seeking to accelerate growth by making decisions with data. Serving primarily not-for-profits, higher education and social enterprises, Yurgosky is a longstanding Salesforce partner and has created multiple Salesforce.com-native applications.
Moss Adams is one of the largest public accounting firms in the United States and provides accounting, tax and consulting services to public and private middle-market enterprises across multiple industries.
Founder and President Patrick Yurgosky said, "We are excited to partner with Moss Adams. Tom Donahue and the Citizens M&A team were A+ partners. They provided invaluable guidance, knowledge and dedication throughout the process. We look forward to continuing to help our clients and fuel innovation with our team members.”
Citizens Managing Director Tom Donahue said, “Yurgosky’s history of innovation has made it the leading partner to the not-for-profit and education industries. We are excited about the company’s new partnership with Moss Adams and look forward to the growth resulting from the transaction.”
Citizens specializes in middle-market mergers and acquisitions. Citizens combines sector intelligence with a client-focused approach to realize our clients' true value. The Citizens team has more than 100 M&A professionals specializing in a range of industries across the United States. Citizens M&A Advisory is part of Citizens JMP Securities, a subsidiary of Citizens Financial Group (NYSE: CFG).
About Citizens Financial Group, Inc.
Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $219.7 billion in assets as of September 30, 2024. Headquartered in Providence, Rhode Island, Citizens offers a broad range of retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. Citizens helps its customers reach their potential by listening to them and by understanding their needs in order to offer tailored advice, ideas and solutions. In Consumer Banking, Citizens provides an integrated experience that includes mobile and online banking, a full-service customer contact center and the convenience of approximately 3,300 ATMs and more than 1,100 branches in 14 states and the District of Columbia. Consumer Banking products and services include a full range of banking, lending, savings, wealth management and small business offerings. In Commercial Banking, Citizens offers a broad complement of financial products and solutions, including lending and leasing, deposit and treasury management services, foreign exchange, interest rate and commodity risk management solutions, as well as loan syndication, corporate finance, merger and acquisition, and debt and equity capital markets capabilities. More information is available at www.citizensbank.com or visit us on X (formerly Twitter), LinkedIn or Facebook.
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