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.

Certain principals of Citadel Advisory Group are licensed Investment Banking agents registered with Burch & Company, Inc., 4151 N. Mulberry Dr, Ste 235, Kansas City, MO 64116, member FINRA/SiPC. Services involving securities shall be performed by Burch. Citadel Advisory and Burch are unaffiliated entities.

 

Chris Frevert – 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 years, attracting strong and talented individuals into the firm.

Chris is an active participant in several local and national philanthropies. He 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 and is a member of the Alliance of Merger & Acquisition Advisors (AM&AA).

jstude@citadeladvisory.com

John Stude – Vice President, Business Development

Mr. Stude joined the Citadel team in January, 2016 and is responsible for Business Development on both buy-side and sell-side engagements. A well-respected oil and gas veteran, John joined Complete Energy Services, Inc. in 2004 and continued with the company as it merged with two other entities to become Complete Production Services, Inc., which was subsequently acquired by Superior Energy Services, Inc. in 2012. During this time, John was involved in over 20 acquisitions and 7 divestitures, and was instrumental in growing the companies through strategic acquisitions. John retired from Superior in December 2015. John’s previous accomplishments include serving as a Controller, CFO, and CAO in various companies and as both a Plant Manager and General Manager for rig manufacturer, International Petroleum Services, Inc. / Cardwell International, LTD. Mr. Stude has over 45 years of experience as a CPA, with the majority of time being in the energy sector.

Mr. Stude’s community service contributions include various church related positions, Chamber of Commerce President for over one year and Chamber Treasurer for approximately 10 years, United Way volunteer, and Boy Scouts and Girl Scouts leader. John is a graduate of Kansas State University and earned CPA certifications in Kansas and Colorado. Mr. Stude also proudly served his country in Vietnam as First Lieutenant, US Army.

amccambridge@citadeladvisory.com

Aaron McCambridge – Vice President

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 investment advisory services. 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 and son.

Matt Thomas – Associate

Matt Thomas has over 12 years of experience in both upstream and downstream segments of the energy sector. Matt worked for privately held Gary-Williams Energy within their Finance & Marketing departments as a Senior Financial Analyst and later as Director of Product Supply. As a Financial Analyst for Noble Energy, Matt worked with Senior Management building models & budgets for the Company’s Rocky Mountain and Mid-Continent regions. Throughout the ten years Matt was exposed to the inner workings of corporate finance, commodity markets, risk management, mergers, acquisitions & divestitures along with customer relationships.

Matt comes from a family of small business owners, specifically his father and grandfather who owned a small Operating Company in the DJ Basin. Born and raised in Fort Collins, Matt later graduated from Colorado State University with a Bachelors Degree in Business Finance & Real Estate. Matt enjoys time with his family & friends, fishing, hunting, golf, riding his trail bike and all that the winter sports have to offer.

Claudia Davis – Associate, Marketing Director

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 is an active member of the National Charity League, and volunteers with the Front Range Exceptional Equestrians (F.R.E.E.) organization.

rsnow@citadeladvisory.com

Rick Snow – 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.