The Distribution by Juniper Square Banking Solutions for Middle Market Private Equity - Scott Aleali - Head of Private Equity Finance - Citizens Private Bank
Aug 29, 2025
Scott Aleali, Head of Private Equity Finance at Citizens Private Bank and podcast host of Fund Fanatics, discusses his career trajectory from Silicon Valley Bank to his current role. He shares lessons learned from the banking collapses of SVB and First Republic, emphasizing the need for transparency and differentiation in private markets. Scott highlights innovative liquidity solutions for underserved middle market clients and his passion for podcasting, revealing how authentic content can foster connections in the finance sector.
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Middle Market And Emerging Manager Focus
- In 18 months Citizens onboarded 700 firms and targets funds up to $2.5B, focusing on emerging and middle-market managers.
- They prioritize servicing people across the firm, not only top partners.
Move Fast On Treasury And Accounts
- Deliver quick, specialized treasury and cash-management execution to avoid deal delays.
- Build local teams that understand private markets rather than relying on generic 1-800 support.
Design Lending To Match Fund Lifecycles
- Offer lending products for funds, management companies, and GPs including subscription and GP commitment financing.
- Use tailored partner-loan programs to align loan life cycles with fund economics.