• February 22, 2010
  Citadel Advisory Group, a Colorado-based boutique investment banking firm, is proud to announce that Susan Schell has been promoted to President. “Sue is the perfect person to help guide Citadel through our current and future growth,” said Founder, Chris Frevert. read more
• January 11, 2010
  Citadel Advisory Group is proud to announce that Michael Mazanec has joined the company as Vice President. Chris Frevert, Citadel’s Founder and Managing Director, said, “Mike’s experience spans several industries and this, coupled with his dedication to provide solutions for business owners and investors alike, will be a great benefit to our community of buyers, sellers, and investors.” read more
• August 13, 2009
  Citadel Advisory Group is proud to announce that Managing Director, Susan Schell, is the recipient of the 2009 Northern Colorado Women of Influence Award in the Business category. She was among 70 nominees which included the most influential women in Northern Colorado. read more
• May 21, 2009
  Citadel Advisory Group ranked number one among the top 100 fastest growing privately-held companies in Northern Colorado. The Mercury 100 list ranks the top 100 companies showing revenue growth over the previous 4 years and is compiled annually by the Northern Colorado Business Report. Citadel posted revenue growth of 1,217%, up over last year’s 159% growth. Chris Frevert, the firm’s founder, said, “Clients know and appreciate the top talent at Citadel, and consistently recommend our services to others. Because we deliver quality results for our clients, we continue to grow and be a part of Northern Colorado’s vibrant business community.”
• May 11, 2009
  Citadel Advisory Group is proud to announce that Brad Hubbell of Hubbell Exit Partners has joined the company as a Managing Director. Recognized as one of the Rocky Mountain region’s most highly respected firms specializing in the energy service sector, Hubbell Exit Partners, under Brad’s direction, has completed 25 transactions, ranging from $5 million to $75 million in enterprise value, and has advised on numerous other transactions for both public and private companies. read more
• May 23, 2008
  Citadel Advisory Group named one of Northern Colorado's fastest growing companies. read more
• May 09, 2008
  Citadel Advisory Group Moves to New Offices read more
• January 01, 2008
  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

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 United States.
Citadel focuses exclusively on the lower middle-market, which we define as companies with revenues from $3 million to $50 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.
Securities transactions conducted through Hunter Wise Securities LLC.