05/20/2026
Citizens Advises Till Financial on its Acquisition by Western & Southern Financial Group
PROVIDENCE, RI – Citizens Capital Markets & Advisory announced today that it served as exclusive financial advisor to Till Financial on its acquisition by Western & Southern Financial Group.
Till Financial is a fintech platform helping families raise financially capable kids. Built around a collaborative family experience, parents get the tools to guide spending, saving and earning, while kids get hands-on practice making real financial decisions. Till serves families nationwide through partnerships with organizations in student travel, youth sports and other family-focused categories.
"Citizens ran a tight process and stayed engaged from start to finish," said Taylor Burton, CEO of Till Financial. "They took the time to really understand Till, our business, our team and what a successful outcome looked like for us. That knowledge and commitment showed up throughout the process and made a real difference in how this came together."
The transaction accelerates Western & Southern's direct-to-consumer strategy and reinforces their commitment to supporting families from early childhood through young adulthood.
"Till is a leader in family financial services and has consistently driven innovation in the sector," added Des Collins, director at Citizens. "We partnered closely with Taylor and the management team to achieve a successful outcome, and we look forward to following their continued success."
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 $227.9 billion in assets as of March 31, 2026. Headquartered in Providence, Rhode Island, Citizens offers a broad range of retail, private banking, wealth management 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 3,100 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. Consumer Banking includes Citizens Private Bank and Private Wealth, which integrate banking services and wealth management solutions to serve high- and ultra-high-net-worth individuals and families, as well as investors, entrepreneurs and businesses. 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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The testimonials presented are applicable to the individuals depicted and may not be representative of the experience of others. The testimonials are not paid and are not indicative of future performance or success.
