About
About Citadel Advisory
The experience of the Citadel Advisory Group team is deep, as well as wide, covering the fields of law, finance, accounting, human resources, entrepreneurism, and marketing. Our team of transaction, financial, and legal specialists excels in providing proactive and highly personalized services to our clients. We partner with their trusted advisors to deliver the best possible outcomes, and we all work together like a well-oiled machine to help you achieve your goals.
Citadel Advisory Group always puts the interest of our clients above all others, meaning that if we feel the market timing isn’t optimal for maximum return, we’ll advise a “prepare and wait” approach. If facets of your company can be restructured to better position you for future success, we consult with you and plan a course of action. We don’t get paid until our clients do. We’re not interested in getting a deal done quickly if that means you’ll leave money on the table – our goal is the right investor, at the right time, at the maximum return for the owner.
Chris Frevert – Partner & Managing Director
Chris Frevert has 15 years of experience in mergers and acquisitions, corporate finance, investment banking and client advisory services. Chris has successfully facilitated client transactions in manufacturing, service, energy, and distribution sectors. Prior to Citadel, Chris served as President of King Food Systems, a multi-unit restaurant service operator.
Chris is widely known as an industry expert in oilfield-related mergers and acquisitions with a particular emphasis on energy service companies. His knowledge of oil and gas stems from his long term personal involvement in the industry. Over the past decade, through Chris’s leadership, Citadel has completed more small and mid-market service transactions in the Denver Julesburg basin than any other recognized firm. Chris is the President of Caroden Energy, an independent O&G company with operations in Central Kansas. He is also a member of KIOGA.
Chris has successfully grown Citadel Advisory Group over the past 10 years, attracting strong and talented individuals into the firm. He partnered with Brad Hubbell in 2009. This merger expanded the business from a regional to a national focus. They have since expanded to two locations.
Chris attended the University of Colorado at Boulder and Colorado State University. He earned a B.S. in Biological Science. He holds the Series 7, 66 and 79 licenses.
Brad Hubbell – Partner & Managing Director
Brad exclusively works with Energy Service Companies. Formerly of Hubbell Exit Partners, one of the Rocky Mountain region’s most highly respected firms specializing in the energy service sector, Brad merged the firm with Citadel in 2009. Under Brad’s direction the firm completed over two dozen transactions covering every major basin in the Rocky Mountain region, as well as parts of the Mid-continent and Texas. He advised on numerous other transactions for both public and private companies. Prior to focusing his full attention with Citadel, Mr. Hubbell also provided consulting services for Vantage Marketplace, LLC (a wholly owned subsidiary of the Goldman Sachs Group, Inc.), as well as COSCO Capital (now part of the Rodman Renshaw Energy Group).
Brad grew up around the energy service business and began his career in an operational capacity with the Cooper Cameron Corporation. This opportunity allowed him to work in different basins from the Mexican border to Edmonton, Alberta. His duties encompassed facility management, field installations, servicing of drilling and production equipment, manufacturing, drilling and wellhead sales, project management, and OSHA and environmental compliance. Mr. Hubbell is a licensed member of the Denver and Colorado Bar Associations and is involved with the Association of Energy Service Companies (AESC) and the Independent Petroleum Association of Mountain States (IPAMS).
Mr. Hubbell’s educational background includes undergraduate studies at Texas A&M and the University of Houston where he received a Bachelor’s Degree in Management. He received an MBA in Finance and a Juris Doctorate degree from the University of Houston.
Susan Schell – Director
Susan Schell is an experienced business executive and community leader. Her professional career began with work experiences in banking, financial planning and accounting. Susan then spent 18 years as an Executive Vice President for Advanced Energy Industries, Inc.; a high technology company with offices in the U.S., Europe and Asia. After working with the company through its great expansion and a public offering, Susan retired to enjoy a four year career in retail, owning her own store in Fort Collins. Subsequently, she joined Citadel Advisory Group in 2005.
She has been a frequent public speaker. Over 100 of her management articles have been published in Fort Collins’ Business World Magazine. She has an MBA from Denver University and is currently on the adjunct faculty of the business college at Colorado State University. In addition to her business focus, she has served on many advisory boards and is a member of the prestigious International Women’s Forum. Sue currently holds the Series 7, 79, and 66 licenses.
Rick Snow – Director of Legal Relations/General Counsel
Rick Snow brings to Citadel 35 years of experience as a corporate legal executive in the high technology industry. For more than 14 years he served as Vice President, General Counsel and Secretary of J.D. Edwards & Company. Mr. Snow joined J.D. Edwards in 1990 where he started and ultimately grew the legal department to a team of 45 associates, was responsible for the contract administration function, property, casualty and liability insurance acquisition, and served as Secretary to the Board of Directors. After negotiating the acquisition of J.D. Edwards with PeopleSoft and assisting with the merger of the two companies, Mr. Snow retired.
Prior to joining J.D. Edwards, Mr. Snow served in various high ranking counsel positions with Hathaway Corporation, Global-Ultimaac Systems, Storage Technology Corporation, Tymshare and Memorex. The Colorado Mountain College system awarded its first Colorado Circle of Excellence Award in 2002 to Mr. Snow as Colorado High Technology Executive of the Year. Since ‘retiring’, Rick has been a member of Colorado State University’s College of Business Global Leadership Council, Chairman of the Student Mentoring Committee, College of Business Executive-in-Residence and taught Corporate Law and Ethics in the MBA program. In spring 2006 he spoke in the Great Entrepreneur Speaker Series program sponsored by the CSU Center for Entrepreneurship. Mr. Snow received a Juris Doctorate degree from California Western University in 1970 and a Bachelor of Science degree in Business Administration from the University of California, Berkeley in 1967. Rick currently holds the Series 7 and 79 licenses.
Claudia Davis – Associate
Claudia brings a strong background in client relations and brand marketing to the team and applies this knowledge to the M&A world. Having experience as an Account Executive with a San Francisco advertising agency early in her career, she excels in handling client needs with extreme confidentiality and attention to detail. In South Florida, Claudia spent over 10 years defining product for and marketing the Delta Air Lines leisure vacation brand while working with one of the nation’s largest travel wholesalers, Certified Vacations. Claudia’s most recent experience as Director of Marketing Communications for the Delta Air Lines brand utilized her expertise in brand marketing, contract negotiations, and product development.
Claudia holds a Bachelor of Science degree from Indiana University, Bloomington, with a major in Marketing and a Business Minor. She currently holds the Series 7 and 79 licenses.
Aaron McCambridge – Analyst
Aaron’s astute analytical skills are applied to client and industry financial analysis. Aaron began his career in financial services after receiving his Bachelor’s Degree in Finance/Real Estate from Colorado State University in 2001. His experience includes small business management, territorial sales and account management, residential and commercial financing, and insurance and investment advisory services. Aaron is licensed as a General Securities Registered Representative and as a Life/Health/Variable products insurance Producer. He is an active member of Kiwanis International and serves as an officer and a board member of his club.
As a Colorado native, Aaron enjoys skiing in the winter, playing golf in the spring and summer, and camping in the summer and fall. Aaron is married and lives in Fort Collins with his wife Sarah. He currently holds the Series 7 license.