Citizens Financial : Advises Invisors on its Recapitalization by WestView Capital Partners

08/31/2021

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. WestView's investment represents the first institutional capital raised by the company and will help fuel its continued rapid growth in the Workday ecosystem.

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. The company's founding team has an extensive track record in building IT consulting businesses and has completed over 200 Workday client engagements.

'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. 'Their guidance, responsiveness and knowledge of the private equity community as it pertains to the Workday ecosystem made them a great partner for us.'

Don Holbrook, managing director at Citizens, said, 'Invisors marks our fifth transaction in the Workday ecosystem. The management team has built a high-quality, fast-growing Workday consulting firm that will see continued success from their new partnership. WestView's track record of investing in technology services firms is impressive, especially within Workday, making them the ideal partner for Invisors.'

Citizens M&A Advisory 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 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 M&A Advisory is part of Citizens Capital Markets, Inc., 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 $185.1 billion in assets as of June 30, 2021. 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 24/7 customer contact center and the convenience of approximately 3,000 ATMs and approximately 1,000 branches in 11 states in the New England, Mid-Atlantic and Midwest regions. 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 atwww.citizensbank.com or visit us onTwitter, LinkedInor Facebook.

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