PROVIDENCE, RI – Citizens M&A Advisory announced today that it served as the exclusive financial advisor to DSG Consulting, LLC on its sale to Corporate Visions, Inc., a portfolio company of The Riverside Company.
DSG is a technology-enabled growth consultancy that helps B2B companies accelerate revenue growth through a modern video-based playbook approach. The company goes to market with a unique combination of messaging, video, training and enablement services, as well as digital subscriptions used to deploy and reinforce customers’ strategic themes. DSG was a portfolio company of Stone-Goff Partners, a New York-based middle-market private equity firm.
“The Citizens team was great to work with and helped us achieve a tremendous outcome,” said DSG CEO Matt McClendon. “They drove an efficient, competitive process, allowing our team to find the ideal partner to support our growth initiatives. We are proud of the success we were able to achieve during Stone-Goff’s partnership and look forward to the next chapter alongside Corporate Visions.”
Hannah Stone Craven, co-founder of Stone-Goff Partners, said: “Citizens delivered an exceptional outcome for Stone-Goff Partners and the DSG team. They demonstrated a thorough understanding of the business and market ecosystem and ran a competitive and fast-paced process. We greatly appreciate the Citizens team and the role they played in helping DSG and Stone-Goff achieve a great outcome and a fantastic partner for the next chapter in DSG’s journey.”
Steve Dyott, managing director at Citizens M&A Advisory, said: “DSG is a market leader with an outstanding team, culture and track record. The partnership with Corporate Visions brings together two premier sales enablement implementation brands. We were thrilled to partner with DSG again after representing the company in its initial recapitalization with Stone-Goff in 2017 and are excited to see the next phase of the company’s evolution via this highly complementary combination with Corporate Visions.”
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 more than 130 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 $192.1 billion in assets as of March 31, 2022. 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 full-service customer contact center and the convenience of approximately 3,300 ATMs and approximately 1,200 branches in 14 states and the District of Columbia. 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 at www.citizensbank.com or visit us on Twitter, LinkedIn or Facebook.
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The testimonials presented are applicable to the individuals depicted and may not be representative of the experience of others. The testimonials are not paid and are not indicative of future performance or success.
