![]() On the other hand, an advisor often has a longer-term involvement with the client, and depending on the expertise of the advisor, may be involved in a broader range of issues. Let’s discuss the differences between the two and the profile each is best suited to.ĭifferences Between Advisory and ConsultingĪ consultant typically solves specific, granular problems for clients that result in substantial impact. From helping governments navigate tricky situations like the coronavirus pandemic to aiding corporations in the pursuit of increased market share, these nuanced services represent a unique set of problem-solving skills.īut often, to an untrained eye – or even to someone already in these firms – telling the difference between advisory vs consulting is a challenge. Consulting and advisory firms have shaped many decisions in our modern world. Many corporations and organizations across the world leverage the services of consultants or advisors to solve a wide array of problems. The testimonials are not paid and are not indicative of future performance or success. The testimonials presented are applicable to the individuals depicted and may not be representative of the experience of others. More information is available at or visit us on Twitter, LinkedIn or Facebook. 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. Consumer Banking products and services include a full range of banking, lending, savings, wealth management and small business offerings. 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. 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. Citizens Advises Invisors on its Recapitalization by WestView Capital Partners
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