Adam Waite

Managing Director - Financial Technology Investment Banking at Citizens Capital Markets and Advisory

Adam Waite is a seasoned professional in financial technology investment banking, currently serving as Managing Director at Citizens Capital Markets and Advisory since March 2025. Prior experience includes roles as Managing Director at D.A. Davidson Companies from May 2022 to July 2024, and Director at Piper Sandler from January 2020 to March 2022. Adam's career began at Sandler O'Neill + Partners, L.P., where roles included Director, Vice President, and Associate between July 2014 and December 2019. Educationally, Adam holds an MBA in Finance from Northwestern University - Kellogg School of Management and a JD from Northwestern University Pritzker School of Law, both obtained between January 2011 and June 2014.

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Citizens Capital Markets and Advisory

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Citizens Capital Markets and Advisory is a leading middle market investment bank that supports clients across a focused set of industry sectors. Our bankers thrive on delivering keen market insights that are both strategic and thoughtful, while driving extraordinary outcomes for our clients. Industry Expertise A core tenet of our strategy is a selective focus on specific industries – we stick to what we know. As a result we are true industry experts, offering unrivaled sector intelligence gained through years of highly relevant experience. Focused Industry Sectors: • Aerospace, Defense & Government Services • Business Services • Consumer • Gaming, Lodging & Commercial Real Estate • Healthcare • Industrials • Technology, Media & Telecom • Transportation & Logistics