• May 09, 2008
  Citadel Advisory Group Moves to New Offices read more
• December 08, 2007
  Founder and Managing Director of Citadel Advisory Group, Chris Frevert, was recently installed as the Conference Planning Chair of the M&A Source. He will be in charge of the next two conferences scheduled to be held in Denver, Colorado in June and Louisville, Kentucky in November 2008. read more
• September 20, 2007
  Todd Kerr joins Citadel Advisory Group; addition of prominent local business figure will expand Citadel's bandwidth. read more
• May 15, 2007
  Citadel Advisory Group named one of Northern Colorado's fastest growing companies. read more
• March 01, 2007
  Rick Snow has joined the company as Director of Legal Relations. Mr. Snow will liaison with clients’ legal advisors in the areas of transaction structure and contract negotiations. read more
• February 01, 2007
  David K. Smith joins Citadel Advisory Group as Financial and Accounting Relations Director. read more
• August 12, 2008
  Chris C. Frevert, Principal of the firm, has been granted certification as a Merger & Acquisition Master Intermediary (M&AMI) by the M&A Source, the world’s largest organization of middle market intermediaries. read more

Citadel Advisory Group is a boutique mid-market investment banking firm providing creative solutions to its clients. Citadel offers M&A advisory services, succession planning, company and intellectual property valuations, divestment advisory and strategic financial advisory services.
Citadel’s expert team of professionals provides highly personalized services to our clients. We believe that the “process” is more than simply putting buyers and sellers together. We take a disciplined and personal approach with each of our clients to ensure maximum success in a transaction – both before and after the close. Our focus, coupled with the specialized skills and experience of our team, meets the unique financial and strategic needs of lower middle-market companies throughout the Rocky Mountain States.
Citadel focuses exclusively on the lower middle-market, which we define as companies with revenues from $2 million to $30 million. We have dedicated professionals and proven methodology to successfully structure and complete our assignments.
Our clients generally fall within three broad categories; privately-held companies, private equity investment groups, and public companies looking for specific strategic acquisitions.