03/19/2025
Citizens Advises Keller Williams on a Significant Investment from Stone Point Capital
PROVIDENCE, RI – Citizens Capital Markets & Advisory announced that it served as the exclusive financial advisor to Keller Williams Realty, Inc. on a significant investment from Stone Point Capital LLC, a leading investment firm with deep expertise in the financial services and real estate industries.
Founded in 1983 and headquartered in Austin, Texas, Keller Williams is the world’s largest real estate brokerage franchise by agent count and the largest in the United States by units and sales volume. Stone Point’s investment is an endorsement of the vision and strategy that Keller Williams has successfully executed over the past four decades. It will accelerate the company’s focus on its next phase of growth, enhancing its ability to expand, innovate and continue delivering value.
“Gary Keller and his team have built an exceptional company with an incredible culture for its agents and franchisees,” said Citizens Head of Real Estate Investment Banking Ryan Abbe. “We look forward to leveraging our comprehensive capability set to support Keller Williams and Stone Point in their continued success.”
In addition to advising the company on its investment from Stone Point, Citizens has also established a lead lending position with Keller Williams to support future growth. The dual mandate highlights Citizens’ robust commercial banking capability set across Capital Markets & Advisory, including the former Citizens JMP, and Corporate Banking.
Citizens Capital Markets & Advisory offers investment banking, research, sales and trading activities as part of our institutional broker-dealer, Citizens JMP Securities, LLC, 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 $217.5 billion in assets as of December 31, 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 approximately 1,000 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, LinkedIn or Facebook.
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