Business
Citizens Financial : Advises Till Financial on its Acquisition by Western & Southern Financial Group
Citizens Financial : Advises Till Financial on its Acquisition by Western & Southern Financial
About this update from Citizens Financial Group, Inc.
[{"type":"text","content":"\n 05/20/2026\n Citizens Advises Till Financial on its Acquisition by Western & Southern Financial Group\n 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.\n \n \n 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.\n \n \n \"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.\"\n \n \n The transaction accelerates Western & Southern's direct-to-consumer strategy and reinforces their commitment to supporting families from early childhood through young adulthood.\n \n \n \"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.\"\n \n \n 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).\n About Citizens Financial Group, Inc.\n 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...