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Curtis Financial Group

Curtis Financial Group
I-BANK SERVICE
1994 FOUNDED
10 SERVICED COMPANIES
10 SERVICED DEALS
5 SERVICED INVESTORS
Description

Curtis Financial Group was an investment banking and corporate advisory firm dedicated to serving middle-market companies. Founded in 1994, the firm provided a range of transaction and corporate finance advisory and valuation services, including mergers and acquisition, management buy-out, capital raising, fairness opinions, and valuation services. The firm was founded in 1994 and was headquartered in Philadelphia, Pennsylvania. As of October 1, 2014, the firm operated as a subsidiary of Baker Tilly Virchow Krause, LLP.

Year Founded
1994
Service Provider Type
Investment Bank
Primary Office
  • One Liberty Place, 1650 Market Street
  • Suite 4400
  • Philadelphia, PA 19103
  • United States

Curtis Financial Group Services to Companies

Service on a Deal (10)

Company Name Service Provided Deal Date Deal Type Deal Amount
Synchrogenix Advisor: General Apr 2014 00000 0000000
0000000000 000000 Advisor: General Sep 2013 00000 0000000
0000000 0000 00000 Legal Advisor Feb 2013 00000 0000000
00000 Advisor: General Nov 2012 00000 0000000
0000000 000 (00000 Advisor: General Oct 2011 00000 0000000
0000 0000 Advisor: General Dec 2009 00000 0000000
000000 00000000 Advisor: General Mar 2008 00000 0000000
00000 0000 0000 Advisor: General Apr 2007 00000 0000000
Oneida Broadband Advisor: General Dec 2005 00000 0000000
P&M Products Advisor: General Jan 2001 00000 0000000
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Curtis Financial Group Services to Investors

Service on a Deal — Buy Side (6)

Investor Name Service Provided Deal Date Deal Type Deal Amount
First Savings Bank of Perkasie Advisor: General Sep 2009 00000 0000000
00000 00000000 Advisor: General Nov 2007 00000 0000000
000 00000 00000000 Advisor: General Apr 2006 00000 0000000
00000 00000000 000 Advisor: General Sep 1998 00000 0000000
Spring Capital Partners Advisor: General Sep 1998 00000 0000000
Spring Capital Partners Advisor: General Sep 1998 00000 0000000
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Service on a Deal — Sell Side (1)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Three Rivers Packaging Advisor: General May 2013 00000 0000000
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Curtis Financial Group Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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