Buyout PE
Citation Capital
Citation Capital acquires controlling stakes in established, profitable businesses, from United States. It states a focus on financial services and real estate.
Stated investment criteria
What Citation Capital says it buys
Read from Citation Capital’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.
| Transaction types | Growth1 |
Source
A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. Citation Capital states that it takes majority or outright ownership. Nothing here is a commitment by Citation Capital to consider any particular business, and nothing on this page is represented as being for sale.
Regulatory record
How Citation Capital is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | SEC registered |
| Regulatory assets under management | $1.4bn |
| Employees | 14 |
| Private funds advised | 7 · $1.4bn gross |
| SEC adviser number | CRD 326828 |
Valuation context
Transaction values in Financial Services
What companies have actually sold for in financial services, across 726 recorded transactions.
The full financial services picture - most active acquirers, recent transactions and every investor in the sector.
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Comparable investors
Similar mandates
Other buyout pe investors active in financial services.