Citizens Financial Group, Inc. · NYSE:CFG
Citizens Financial — Merger or Acquisition (September 2021)
8 slides from Citizens Financial's merger presentation, Sep 8, 2021
Slide 1: Citizens to Acquire JMP Group: Building a Leading Banking Platform
Citizens to Acquire JMP Group September 8, 2021 Building a Leading Banking Platform
Slide 2: Disclaimer: Cautionary Statement About Forward-Looking Statements
2 Disclaimer Cautionary Statement About Forward-Looking Statements This communication contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 regarding the financial condition, results of operations, business plans and future performance of Ci
Slide 3: Advancing our commercial banking capabilities
3 Advancing our commercial banking capabilities Mark Lehmann, current President of JMP Group and CEO of JMP Securities, to lead the business after closeManagement JMP shareholder approval sought in fall 2021; executive management and members of the board of directors of JMP Group owned ~60% of i
Slide 4: JMP Group - a full-service U.S. investment banking firm
4 JMP Group - a full-service U.S. investment banking firm About JMP Group Founded in 1999 Publicly traded since 2007 (NYSE: JMP) ~185 employees Headquartered in San Francisco; offices in New York, Boston, and Chicago JMP Securities, a leading middle-market investment bank Focus on health
Slide 5: Commercial Banking and Capital Markets – creating new revenue opportunities
5 Commercial Banking and Capital Markets – creating new revenue opportunities * Revenue synergies not assumed in financial model Expand Leveraged Finance opportunities across JMP’s middle- market and financial sponsor client base Provide core banking services (e.g., lending, treasury solutions,
Slide 6: Commercial Banking – strategic priorities
6 Commercial Banking – strategic priorities Scale strategic advisory and capital markets capabilities for middle-market and mid- corporate clients Enhance capabilities in Treasury Solutions and Capital Markets to deepen relationships Digitize processes for clients and colleagues to enhance eff
Slide 7: Summary
7 Summary Acquisition of JMP Group strengthens Citizens’ position as a leading Commercial Banking franchise ‒ Expands product solutions available to comprehensively serve our clients ‒ Enhances breadth of industry vertical coverage and expertise ‒ Creates multiple avenues for revenue synergies I
Slide 8: Citizens Financial Group, Inc.
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