By Industry:
Consumer Products and Food
Engineering and Construction
Financial Services
Healthcare and Life Sciences
Industrial and Manufacturing
IT and Software
Plastics and Packaging
Telecommunications
Wholesale and Distribution

By Service:
Sales, Divestitures and Mergers
Acquisitions
Management Led Buyouts
Raising Capital
Distressed Situations
Fairness Opinions
Valuations
Strategic Alternatives Analysis
Intangible Asset Valuations

Founded in 1853, Beneficial Savings Bank is one of the oldest banks in the U.S. and one of the largest banks based in Philadelphia with over $2.3 billion in assets and 36 branches. As part of a strategy to offer non-traditional services and to expand existing business relationships, Beneficial established Beneficial Insurance Services.

Continuing a long relationship, Curtis Securities was engaged to represent Beneficial in the acquisition of Paul Hertel & Co., Inc., a fourth generation insurance agency serving Mid-Atlantic area businesses and individuals.

Curtis Securities served as Beneficial’s financial advisor providing valuation advisory services to Beneficial’s Board of Directors, assisting in developing a transaction structure, and assisting in the negotiation of a purchase agreement and other transaction documents.