Curtis Financial Group Overview
- Service
-
Investment Bank
- Year Founded
-
1994
- Serviced Companies
-
10
- Serviced Deals
-
10
- Serviced Investors
-
5
Curtis Financial Group General Information
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.
Contact Information
Website
www.curtisfinancial.comYear Founded
Corporate 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)
Curtis Financial Group has provided services on 10 deals. It last acted as a general advisor to Synchrogenix on a . The deal was made in 2014.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Synchrogenix | Advisor: General | Apr 2014 | ||
| Human Active Technology | Advisor: General | Sep 2013 | ||
| Trinity Coal Partners | Legal Advisor | Feb 2013 | ||
| SUNRx | Advisor: General | Nov 2012 | ||
| Moritex USA (Product Sales Operations) | Advisor: General | Oct 2011 | ||
| Noah Bank | Advisor: General | Dec 2009 | ||
| Verlan Holdings | Advisor: General | Mar 2008 | ||
| First Penn Bank | Advisor: General | Apr 2007 | ||
| Oneida Broadband | Advisor: General | Dec 2005 | ||
| P&M Products | Advisor: General | Jan 2001 |
Curtis Financial Group Services to Investors
Service on a Deal — Buy Side (6)
Curtis Financial Group has provided buy side services on 6 deals. It last acted as a general advisor to First Savings Bank of Perkasie on a . The deal was made in 2009.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| First Savings Bank of Perkasie | Advisor: General | Sep 2009 | ||
| First Keystone Community Bank | Advisor: General | Nov 2007 | ||
| Two River Community Bank | Advisor: General | Apr 2006 | ||
| Brown Brothers Harriman | Advisor: General | Sep 1998 | ||
| Spring Capital Partners | Advisor: General | Sep 1998 | ||
| Spring Capital Partners | Advisor: General | Sep 1998 |
Service on a Deal — Sell Side (2)
Curtis Financial Group has provided sell side services on 2 deals. It last acted as a general advisor to Three Rivers Packaging on a . The deal was made in 2013.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Three Rivers Packaging | Advisor: General | May 2013 | ||
| Comar | Advisor: Financial Due Diligence | Mar 2007 |
Curtis Financial Group Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Curtis Financial Group FAQs
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When was Curtis Financial Group founded?
Curtis Financial Group was founded in 1994.
-
Where is Curtis Financial Group headquartered?
Curtis Financial Group is headquartered in Philadelphia, PA.
-
What service provider type is Curtis Financial Group?
Curtis Financial Group's service provider type is Investment Bank.
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