Curtis Financial Group Overview

  • Service
  • Investment Bank

  • Year Founded
  • 1994

Year Founded

  • 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

Year Founded
1994
Service Provider Type
Investment Bank
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)

Company Name Service Provided Deal Date Deal Type Deal Amount
Synchrogenix Advisor: General Apr 2014 00000 0000000
Human Active Technology Advisor: General Sep 2013 00000 0000000
Trinity Coal Partners Legal Advisor Feb 2013 00000 0000000
SUNRx Advisor: General Nov 2012 00000 0000000
Moritex USA (Product Sales Operations) Advisor: General Oct 2011 00000 0000000
Noah Bank Advisor: General Dec 2009 00000 0000000
Verlan Holdings Advisor: General Mar 2008 00000 0000000
First Penn Bank Advisor: General Apr 2007 00000 0000000
Oneida Broadband Advisor: General Dec 2005 00000 0000000
P&M Products Advisor: General Jan 2001 00000 0000000
To view Curtis Financial Group’s complete services to companies history, request access »

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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
First Keystone Community Bank Advisor: General Nov 2007 00000 0000000
Two River Community Bank Advisor: General Apr 2006 00000 0000000
Brown Brothers Harriman Advisor: General Sep 1998 00000 0000000
Spring Capital Partners Advisor: General Sep 1998 00000 0000000
Spring Capital Partners Advisor: General Sep 1998 00000 0000000
To view Curtis Financial Group’s complete services on a deal — buy side history, request access »

Service on a Deal — Sell Side (2)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Three Rivers Packaging Advisor: General May 2013 00000 0000000
Comar Advisor: Financial Due Diligence Mar 2007 00000 0000000
To view Curtis Financial Group’s complete services on a deal — sell side history, request access »

Curtis Financial Group Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Curtis Financial Group FAQs

  • 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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