Citadel Advisory Group
Citadel Advisory Group, LLC is a company founded in 2002 with a focus on providing merger and acquisition services, especially for lower middle market companies. Their mission is to maximize value and marketability for their clients by offering personalized, disciplined, and strategic advisory services. They emphasize putting their clients' interests first, ensuring the right investor at the right time for maximum return, and maintaining strong relationships with strategic and financial buyers.
Industries
Nr. of Employees
small (1-50)
Citadel Advisory Group
Loveland, Colorado, United States
Products
Mergers & Acquisitions Services
Merger and acquisition advisory services for lower middle market companies in industries such as Energy Services, Industrial Services, Building Materials, Construction Services, Transportation, Manufacturing, Distribution, and Business Services.
Sell Side Representation
Proactive and personalized sell-side mergers and acquisitions advisory services leveraging relationships with strategic acquirers and financial buyers to market a company for sale.
Debt Sourcing & Structuring
Advisory services to help businesses navigate capital structure changes by identifying capital sources and tailoring a plan using a robust network of lenders and investors.
Merger & Acquisition Process Management
Comprehensive advisory and management services guiding business owners through every detail of an exit transaction from start to finish.
Strategic, Growth, or Exit Planning Consultation
Consultation services focused on valuation, financial performance, business structure, staffing, timing, taxation, and investor targeting to prepare a business for sale.
Mergers & Acquisitions Services
Merger and acquisition advisory services for lower middle market companies in industries such as Energy Services, Industrial Services, Building Materials, Construction Services, Transportation, Manufacturing, Distribution, and Business Services.
Sell Side Representation
Proactive and personalized sell-side mergers and acquisitions advisory services leveraging relationships with strategic acquirers and financial buyers to market a company for sale.
Debt Sourcing & Structuring
Advisory services to help businesses navigate capital structure changes by identifying capital sources and tailoring a plan using a robust network of lenders and investors.
Merger & Acquisition Process Management
Comprehensive advisory and management services guiding business owners through every detail of an exit transaction from start to finish.
Strategic, Growth, or Exit Planning Consultation
Consultation services focused on valuation, financial performance, business structure, staffing, timing, taxation, and investor targeting to prepare a business for sale.
Services
Comprehensive advisory and execution services to manage the sale of privately-held companies, including preparation of sale materials, buyer outreach, and transaction closing support.
Advisory services for acquirers to source, evaluate, and execute acquisitions.
Consultation to prepare companies for sale or growth through improvements to valuation drivers, timing, structure, and tax planning.
Identification of capital providers and design of financing structures to meet company objectives.
Management of the transaction lifecycle including document preparation, marketing, virtual data room administration, due diligence coordination, and post-closing support.
Comprehensive advisory and execution services to manage the sale of privately-held companies, including preparation of sale materials, buyer outreach, and transaction closing support.
Advisory services for acquirers to source, evaluate, and execute acquisitions.
Consultation to prepare companies for sale or growth through improvements to valuation drivers, timing, structure, and tax planning.
Identification of capital providers and design of financing structures to meet company objectives.
Management of the transaction lifecycle including document preparation, marketing, virtual data room administration, due diligence coordination, and post-closing support.
Expertise Areas
- Mergers & acquisitions advisory (lower middle market)
- Sell-side transaction management
- Buy-side advisory
- Exit planning and succession
Key Technologies
- Virtual data rooms
- Confidential information memorandum (CIM) preparation
- Blind executive summary creation
- Financial modeling and EBITDA multiple valuation
News & Updates
Representative Transactions
A list of recent transactions where Citadel Advisory Group has facilitated acquisitions and mergers across various industries.
An article related to the company's industry insights or market activities.
Representative Transactions
A list of recent transactions where Citadel Advisory Group has facilitated acquisitions and mergers across various industries.
An article related to the company's industry insights or market activities.