


Citadel Advisory Group
Investment, Funds and Trusts • Loveland, Colorado, United States • 1-10 Employees
Company overview
| Headquarters | 1635 Foxtrail Dr, Loveland, Colorado 80538, US |
| Phone number | +19702670802 |
| Website | |
| SIC | 621 |
| Keywords | Succession Planning, Energy Services, Consulting, Exit Planning, Oil & Gas, Valuations, Mergers & Acquisitions, M&A, Corporate Finance |
| Founded | 2002 |
| Employees | 1-10 |
| Socials |
Key Contacts at Citadel Advisory Group
Matt Thomas
Managing Director
Chris Frevert
Founder/Managing Director
Citadel Advisory Group Email Formats
Citadel Advisory Group uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@citadeladvisory.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@citadeladvisory.com | 100% |
About Citadel Advisory Group
Citadel Advisory Group is a Merger & Acquisition firm focused on lower middle market companies operating in energy & industrial services, building materials, construction services, transportation, manufacturing, distribution, and business services. Our team of transaction and financial specialists provides advisory services to privately-held and public companies throughout the US. We believe the deal-making process is more than simply putting investor equity together with business owners. We take a disciplined approach to understanding our client’s goals and develop custom solutions to help business owners realize the full potential of the companies they’ve built. We remain involved every step of the way - from sourcing, through due diligence, to post-close consultation. Here are just some of the situations in which we specialize: ~ “I’m not ready to sell the company I’ve built, but want to reduce my risk and take some chips off the table.” ~ “I’m looking for an equity partner who can help me grow the company.” ~ “I’d like to exit completely.” ~ “I want to grow through geographic expansion or service-line acquisitions.” ~ “My employees want to buy the company.” ~ “What can I do now to improve my business and maximize my future returns?” Contact us for a complimentary, confidential business evaluation.
Citadel Advisory Group revenue & valuation
| Annual revenue | $11,600,000 |
| Revenue per employee | $1,927,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues | $37,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Citadel Advisory Group has 2 employees across 1 departments.
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Number of employees
Funding Data
Citadel Advisory Group has never raised funding before.
Citadel Advisory Group Tech Stack
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Frequently asked questions
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