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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. 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. is one of the nation’s oldest and largest financial institutions, with $185.1 billion in assets as of June 30, 2021. Citizens M&A Advisory is part of Citizens Capital Markets, Inc., a subsidiary of Citizens Financial Group (NYSE: CFG).Ĭitizens Financial Group, Inc. The Citizens team has closed more than 175 transactions in the last five years and has more than 60 M&A professionals specializing in a range of industries across the United States. Citizens combines sector intelligence with a client-focused approach to realize our clients' true value. WestView’s track record of investing in technology services firms is impressive, especially within Workday, making them the ideal partner for Invisors.”Ĭitizens M&A Advisory specializes in middle-market mergers and acquisitions. The management team has built a high-quality, fast-growing Workday consulting firm that will see continued success from their new partnership. "Their guidance, responsiveness and knowledge of the private equity community as it pertains to the Workday ecosystem made them a great partner for us."ĭon Holbrook, managing director at Citizens, said, “Invisors marks our fifth transaction in the Workday ecosystem. "It's not easy to find the right private equity partner, but the Citizens team made the process feel seamless," said Keith Diego, Invisors co-founder and partner. The company’s founding team has an extensive track record in building IT consulting businesses and has completed over 200 Workday client engagements. Invisors provides initial implementation, optimization and ongoing support services for Workday’s suite of products, including Human Capital Management, Financial Management, Adaptive Planning and Prism Analytics. WestView’s investment represents the first institutional capital raised by the company and will help fuel its continued rapid growth in the Workday ecosystem. PROVIDENCE, RI – Citizens M&A Advisory announced today that it served as the exclusive financial advisor to Invisors, a leading Workday consulting firm based in Atlanta, GA, on its recapitalization by WestView Capital Partners, a Boston-based private equity firm focused on middle-market growth companies. Invisors may also be known as or be related to Invisors and Invisors LLC.Citizens Advises Invisors on its Recapitalization by WestView Capital Partners The data presented on this page does not represent the view of Invisors and its employees or that of Zippia. None of the information on this page has been provided or approved by Invisors. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. The employee data is based on information from people who have self-reported their past or current employments at Invisors. Zippia gives an in-depth look into the details of Invisors, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Invisors.