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.

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