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.
Website
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 |
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 |
Curtis Financial Group Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
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