Citizens Capital Markets & Advisory served as the exclusive financial advisor to Keller Williams Realty, Inc. on a significant investment from Stone Point Capital LLC, a leading investment firm with deep expertise in the financial services and real estate industries.
Founded in 1983 and headquartered in Austin, Texas, Keller Williams is the world’s largest real estate brokerage franchise by agent count and the largest in the United States by units and sales volume. Stone Point’s investment is an endorsement of the vision and strategy that Keller Williams has successfully executed over the past four decades. It will accelerate the company’s focus on its next phase of growth, enhancing its ability to expand, innovate and continue delivering value.
“Gary Keller and his team have built an exceptional company with an incredible culture for its agents and franchisees,” said Citizens Head of Real Estate Investment Banking Ryan Abbe. “We look forward to leveraging our comprehensive capability set to support Keller Williams and Stone Point in their continued success.”
In addition to advising the company on its investment from Stone Point, Citizens has also established a lead lending position with Keller Williams to support future growth. The dual mandate highlights Citizens’ robust commercial banking capability set across Capital Markets & Advisory, including the former Citizens JMP, and Corporate Banking.