Citadel Advisory Group is a Merger & Acquisition firm focused on lower middle market companies operating in energy & industrial services, building materials, construction services, transportation, manufacturing, distribution, and business services. Our team of transaction and financial specialists provides advisory services to privately-held and public companies throughout the US. 

We believe the deal-making process is more than simply putting investor equity together with business owners. We take a disciplined approach to understanding our client’s goals and develop custom solutions to help business owners realize the full potential of the companies they’ve built. We remain involved every step of the way - from sourcing, through due diligence, to post-close consultation.

Here are just some of the situations in which we specialize:

~ “I’m not ready to sell the company I’ve built, but want to reduce my risk and take some chips off the table.”
~ “I’m looking for an equity partner who can help me grow the company.”
~ “I’d like to exit completely.”
~ “I want to grow through geographic expansion or service-line acquisitions.”
~ “My employees want to buy the company.”
~ “What can I do now to improve my business and maximize my future returns?”

Contact us for a complimentary, confidential business evaluation.

Citadel Advisory Group

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