Insights

Targeted sell-side Specializes in lower middle market M&A across energy, industrial services, building materials, construction, transportation, manufacturing, distribution, and business services, presenting multiple sell-side and growth-focused advisory opportunities for strategic buyers and private equity.

Growth partner signals Offers services to growth-minded owners seeking equity partners, geographic expansion, or service-line acquisitions, indicating cross-sell potential to private equity buyers and strategic buyers looking for platform or add-on acquisitions.

Confidential evaluation Promotes complimentary, confidential business evaluations, creating a low-friction entry point for discussions with privately-held and public company owners who may be ready to explore liquidity, risk reduction, or growth strategies.

Tech and reach Small team with broad US exposure and modern tech stack (Calendly, Wix/WordPress, cloud tools) enables lean outreach and scalable scheduling, suggesting efficient sales motions and quicker engagement with target clients.

Revenue-ready profile Revenue in the $1M–$10M range and niche focus on energy, industrial services, and related sectors align with buyer demand for mid-market platforms, presenting clear opportunities for advisory-led deal flow and positioning to PE/strategic buyers.

Similar companies to Citadel Advisory Group

Citadel Advisory Group Tech Stack

Citadel Advisory Group uses 8 technology products and services including Calendly, Wix, WordPress, and more. Explore Citadel Advisory Group's tech stack below.

Citadel Advisory Group's Email Address Formats

Citadel Advisory Group uses at least 3 email formats:
Citadel Advisory Group Email FormatsExamplePercentage
FLast@citadeladvisory.comJDoe@citadeladvisory.com
67%
Last@citadeladvisory.comDoe@citadeladvisory.com
25%
F.Last@citadeladvisory.comJ.Doe@citadeladvisory.com
8%

Frequently Asked Questions

What is Citadel Advisory Group's phone number?

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You can contact Citadel Advisory Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Citadel Advisory Group's official website and social media links?

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Citadel Advisory Group's official website is citadeladvisory.com and has social profiles on LinkedIn.

How much revenue does Citadel Advisory Group generate?

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As of August 2026, Citadel Advisory Group's annual revenue is estimated to be $1M - $10M.

What is Citadel Advisory Group's SIC code and NAICS code?

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Citadel Advisory Group's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Citadel Advisory Group have currently?

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As of August 2026, Citadel Advisory Group has approximately 6 employees across 1 continents, including North America. Key team members include Legal Director: H. P. and Project Engineer Pipeline Integrity: J. Z. Explore Citadel Advisory Group's employee directory with LeadIQ.

What industry does Citadel Advisory Group belong to?

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Citadel Advisory Group operates in the Investment Banking industry.

What technology does Citadel Advisory Group use?

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Citadel Advisory Group's tech stack includes Calendly, Wix, WordPress, OneTrust, Google Cloud, Polyfill, Brevo and Office 365.

What is Citadel Advisory Group's email format?

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Citadel Advisory Group's email format typically follows the pattern of FLast@citadeladvisory.com. Find more Citadel Advisory Group email formats with LeadIQ.

When was Citadel Advisory Group founded?

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Citadel Advisory Group was founded in 2002.
Citadel Advisory Group logo

Citadel Advisory Group

Investment BankingColorado, United States2-10 Employees

Citadel Advisory Group is an investment banking firm that concentrates on mergers and acquisitions for smaller mid-market companies. It serves privately held and public companies across the United States in sectors including energy and industrial services, building materials, construction services, transportation, manufacturing, distribution, and business services. Based in Loveland, Colorado, the firm operates with a small team and provides advisory services throughout the deal process, from sourcing opportunities and due diligence to post-close consultation.

The firm emphasizes a disciplined approach that seeks to align with owners' goals, whether reducing risk through partial divestiture, bringing in an equity partner to help grow, exiting entirely, expanding geographically or via acquisitions, or enabling employee ownership. Its client base spans privately held and public companies across the United States, and the firm remains involved through sourcing, due diligence, and post-close steps to support execution.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2002
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Citadel Advisory Group's revenue is estimated to be in the range of $1M - $10M

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