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Curtis Financial Group, LLC

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Curtis Financial Group, LLC

Profile:

A corporate finance leader since 1994 Curtis Financial works with many dynamic and innovative businesses. Working with clients one-on-one, our professionals help to visualize market opportunities.

Our team members bring deep, broad skills, experience and integrity to every opportunity, including corporate finance, business planning, mergers and acquisitions, and management buyouts.

The Curtis team’s ability to serve clients is clear – and so is how we differentiate ourselves from other firms.

Look to Curtis for:

   Up-front planning – Our professionals spend more time than the other firms preparing you and your company
   Proven advice – We will tell you what can be accomplished – we do not make promises we cannot keep
   Honest assessment – Your interests are ours – We provide honest, independent advice at every stage of the transaction
   Avoidance of conflicts of interest – Our clients’ goals and needs always come first
   Our association with ParenteBeard – The scale and scope of resources that comes with Curtis Financial’s affiliation with the Mid Atlantic’s leading regional accounting and business advisory firm
   International reach – Through ParenteBeard’s membership in the global Baker Tilly International network, we have resources on the ground in Europe

We understand today’s realities and tomorrow’s possibilities – and work with clients to achieve their goals.

Overview:

Curtis Financial Group, LLC is a leading investment banking and corporate advisory firm dedicated to serving middle-market companies. Founded in 1994, Curtis Financial Group, LLC provides deep, broad industry expertise, market knowledge and professional insight in delivering an extensive range of transaction and corporate finance advisory services. From company sales, mergers, acquisitions, and capital-raising, Curtis Financial helps businesses see today’s realities and tomorrow’s possibilities.

Corporate finance advisory services complement our transaction advisory capabilities and include fairness opinions, strategic alternatives analyses, and corporate and tax valuations. Clients look to Curtis Financial for senior professionals with a proven track record whose opinions withstand scrutiny from the SEC, IRS, auditors and boards of directors.

Curtis professionals have completed hundreds of middle market transactions for public and private companies in the United States and internationally. We seek to build client relationships based on honest and independent advice.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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