Investment Banking

Evaluating opportunities for middle-market companies

As corporate fiduciaries, your decisions affect the financial interests of your stakeholders. Evaluating sales, mergers, acquisitions, and capital raising situations requires sophisticated, objective opinions and valuations from experienced professionals. ParenteBeard, through its association with Curtis Financial Group LLC, specializes in the unique needs of middle market and growth companies that need personalized and creative investment banking services.

The Curtis Financial team has completed hundreds of transactions for a diverse group of industries. Our services include fairness and other independent opinions for fiduciaries and boards, strategic alternatives analyses, corporate valuations and valuations of intangible assets.

Our focus, like yours, is on maximizing shareholder value. We help you identify strategic value, assess market opportunities, and position your transaction with prospective buyers or investors in a way that realizes strategic value, not just fair market value.

We provide a full range of corporate finance advisory services for private and public middle-market companies, including:

  • Fairness opinions
  • Other independent opinions for fiduciaries and boards
  • Valuations
  • Strategic alternatives analysis
  • Intangible asset valuations

For more information, visit Curtis Financial Group, LLC.

Kevin J. Rudd
One Liberty Place
1650 Market Street, Ste. 4500
Philadelphia, PA 19103-7341
Phone: 215.972.0701
Fax: 215.563.4925