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.

Important Notice Regarding the Heartbleed Vulnerability

As you may have heard in the news, a security researcher recently exposed a vulnerability affecting OpenSSL, also known as the Heartbleed vulnerability (CVE-2014-0160). Curtis Financial takes the security of our clients' data very seriously and promptly began to evaluate our internal systems and work with our vendors to ensure that our client data is safe.  Our review of our internal systems indicates that our systems housing client data were not affected.  We are continuing to communicate with all of our outside vendors to ensure that they have audited their systems and that all necessary precautions have been taken. 

At this time no action is required. Curtis Financial will continue to monitor this situation closely and will communicate any needed action to any affected clients promptly.

Recent Transactions

  • On September 9, 2013, IOP was acquired by Corridor Capital, LLC in partnership with IOP’s management team and Avante Mezzanine Partners. Read more …

  • DSI Underground Systems, Inc., a subsidiary of Dywidag-Systems International, is a leading supplier of specialized ground support products to the underground industry. DSI acquired the Mine+Safe Draw Rock Shield assets to supplement its surface control product line. Read more …

  • On November 20, 2012, MedImpact Healthcare Systems, Inc. (“MedImpact”) acquired substantially all of the assets and assumed certain liabilities of SUNRx, LLC. SUNRx LLC’s members included SUNRx, Inc. and the venture capital affiliate of MedImpact. Read more …

  • Powers Stone, Inc.’s Materials Division has been acquired by Oldcastle Materials, Inc. a division of CRH plc. Curtis Securities, LLC served as exclusive financial advisor to Powers Stone, Inc. in connection with this transaction. Read more …

  • Homeland Security Capital Corporation has divested its subsidiary Nexus Technologies Group, Inc. to NAV Integrated Security Technology, a portfolio company of the Halifax Group.
    Read more …

  • Milton Steel, Inc. was acquired by Acrow Corporation. Curtis Securities, LLC , a wholly-owned subsidiary of Curtis Financial Group, provided a range of advisory services in connection with this transaction.
    Read more …

  • On July 20, 2011, Novus Insurance Company (Risk Retention Group) was acquired by a newly formed subsidiary of NORCAL Mutual Insurance Company in an effort to expand its presence to include a broader market of physicians. Read more …

  • Delicious Bite Acquisition Corp. has acquired the assets of Delicious Bite, LLC and has recapitalized the business with growth equity. Curtis Financial Group provided advisory services to the investors in Delicious Bite Acquisition Corp. in connection with this transaction.