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

• A New England-based Consumer Finance Company was approached by a strategic buyer interested in acquiring a segment of the company’s business.  Although the offer appeared attractive, the company’s board wanted to understand the impact of the sale on its remaining operations.  Further, the board needed to understand the various ways to maximize its returns over the long term, while enhancing liquidity and minimizing execution risk, from the options available to it.  Curtis addressed the board’s concerns and provided information that enabled the board to conclude to a strategic direction. 
• The owners of a private, Mid-Atlantic based Commercial Real Estate Services Provider wanted to understand the sum of what they owned and what options were available to them.  To date, the owners managed all their businesses separately and did not have a sense of what the organization looked like in the aggregate.  Curtis examined the companies, their financial statements, the industries and compiled a strategic alternatives review.  Upon review, Curtis determined and discussed potential strategic alternatives for each entity and the organization as a whole; highlighting value, liquidity, ability to execute, and exposure to and participation in future value creation.    The Companies’ owners then had a complete view, for the first time, of their holdings and were able to conclude on a strategic direction that involved further building the operation and establishing a cross selling program between units.
• The board of an East Coast Insurance Holding Company was approached by a company that proposed a novel transaction structure to acquire pieces of the company’s holdings.  Curtis developed a report and presentation that reviewed the company’s various strategic alternatives, assessed the benefits and risks of the proposed transaction structure and evaluated other potential options for achieving liquidity and other goals established by the company’s board.