PROVIDENCE – Citizens Capital Markets & Advisory served as the exclusive financial adviser on the sale of Scottsdale, Arizona-based Jason Mitchell Group to Keller Williams Realty, the world’s largest real estate franchise by agent count.
Jason Mitchell Group, one of the fastest-growing real estate brokerages in the country, ranked as the No. 1 real estate team in the U.S. in 2024, according to the Citizens announcement.
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The company operates in 37 states with more than 1,200 affiliated agents and generated nearly $5.9 billion in sales volume across more than 12,300 transactions in 2025.
Financial terms of the deal, which Citizens announced July 17, were not disclosed.
The acquisition will add JMG’s lead-generation platform and brokerage model to Keller Williams’ operations.
The company works with consumer leads generated through relationships with mortgage lenders and real estate platforms, including Rocket Mortgage, Mr. Cooper, Redfin, Zillow, New American Funding and Veterans United.
Jason Mitchell, founder of JMG, will continue to lead the business as president of the Jason Mitchell Group division and join Keller Williams’ executive team. JMG Chief Revenue Officer Jake Kraft and Vice President of Operations Ken Friedlander will also join Keller Williams following the acquisition.
The transaction is expected to close in the third quarter of 2026, pending certain closing conditions.
Citizens Capital Markets & Advisory is part of Citizens JMP Securities LLC, the institutional broker-dealer subsidiary of Citizens Financial Group Inc. The division provides investment banking, research, sales and trading services.
Matthew McNulty is a PBN staff writer. He can be reached at McNulty@PBN.com or on X at @MattMcNultyNYC.
