07/17/2026
Citizens Advises Jason Mitchell Group on its Sale to Keller Williams
PROVIDENCE, RI – Citizens Capital Markets & Advisory announced today that it served as the exclusive financial advisor to the Jason Mitchell Group on its sale to Keller Williams Realty, the world's largest real estate franchise by agent count and a portfolio company of Stone Point Capital LLC.
The Jason Mitchell Group is recognized as one of the fastest-growing real estate brokerages and was ranked the #1 Real Estate Team in the U.S. in 2024. JMG is headquartered in Scottsdale, Arizona, and operates in 37 states with more than 1,200 affiliated agents. The brokerage generated nearly $5.9 billion in sales volume across more than 12,300 transaction sides in 2025.
The acquisition brings to Keller Williams a proven, highly scalable business that processes consumer leads through relationships with major mortgage lenders and other real estate platforms, including Rocket Mortgage, Mr. Cooper, Redfin, Zillow, New American Funding and Veterans United.
Founder Jason Mitchell will continue to lead the business as president of the JMG Division and serve on KW’s executive team. Jake Kraft, chief revenue officer at JMG and Ken Friedlander, vice president of operations at JMG, will also join KW as part of the acquisition. The closing is subject to certain conditions and is anticipated to take place in Q3 2026.
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 $233.8 billion in assets as of June 30, 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 3,000 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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