I’ve known Aaron McCambridge for perhaps 15 years, as he’s been an occasional visitor to my Rotary Club, where his father is a longtime member. I’ve known about Citadel Advisory Group for even longer, as they were a client of the bank I worked at the last stop in my career, going back to 2007. When I left the bank in 2013, Aaron had only recently entered the industry in what was effectively an intern/analyst role, and now shares leadership with fellow Managing Partner, Matt Thomas.
Citadel works in what is effectively a seller-side representative role for lower middle market privately held companies, helping them find an exit or a growth capital partner, depending on circumstances and the owner’s desires for the company. These might include strategic acquisitions, minority capital injections, or 100% private equity or family office buyouts. Citadel gets paid on the back end of each transaction - and only if it is completed. For me, this conversation is a fun look behind the curtain of an industry I’ve only brushed against in my career, and listeners will learn a lot while I satisfy my curiosity about the kinds of deals that Aaron and his partners have seen in the marketplace.
Aaron’s journey is an inspiring one, in that he marched through several years of challenge before starting from scratch in a new career. He’d had a very successful career in mortgage, and then wholesale mortgage before the financial crisis evaporated those opportunities, and then founded and floundered in his own commercial capital venture before checking in with Citadel about an entry-level job.
At the core, Aaron is something of a hybrid between business analyst, life and business coach, and equity industry expert, and he does a great job of storytelling while keeping his clients anonymous. I learned a lot, and you will too - so please tune in and enjoy my conversation with Aaron McCambridge, Managing Partner of Citadel Advisory Group.
The LoCo Experience Podcast is sponsored by: Purpose Driven Wealth Thrivent: Learn more
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Music By: A Brother's Fountain
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By Curt Bear
4.8
1212 ratings
I’ve known Aaron McCambridge for perhaps 15 years, as he’s been an occasional visitor to my Rotary Club, where his father is a longtime member. I’ve known about Citadel Advisory Group for even longer, as they were a client of the bank I worked at the last stop in my career, going back to 2007. When I left the bank in 2013, Aaron had only recently entered the industry in what was effectively an intern/analyst role, and now shares leadership with fellow Managing Partner, Matt Thomas.
Citadel works in what is effectively a seller-side representative role for lower middle market privately held companies, helping them find an exit or a growth capital partner, depending on circumstances and the owner’s desires for the company. These might include strategic acquisitions, minority capital injections, or 100% private equity or family office buyouts. Citadel gets paid on the back end of each transaction - and only if it is completed. For me, this conversation is a fun look behind the curtain of an industry I’ve only brushed against in my career, and listeners will learn a lot while I satisfy my curiosity about the kinds of deals that Aaron and his partners have seen in the marketplace.
Aaron’s journey is an inspiring one, in that he marched through several years of challenge before starting from scratch in a new career. He’d had a very successful career in mortgage, and then wholesale mortgage before the financial crisis evaporated those opportunities, and then founded and floundered in his own commercial capital venture before checking in with Citadel about an entry-level job.
At the core, Aaron is something of a hybrid between business analyst, life and business coach, and equity industry expert, and he does a great job of storytelling while keeping his clients anonymous. I learned a lot, and you will too - so please tune in and enjoy my conversation with Aaron McCambridge, Managing Partner of Citadel Advisory Group.
The LoCo Experience Podcast is sponsored by: Purpose Driven Wealth Thrivent: Learn more
💡Learn about LoCo Think Tank
Follow us to see what we're up to:
Facebook
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