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

Vertex, Inc., is the world’s preeminent provider of corporate tax compliance software. Since 1978, nearly 10,000 corporate clients have come to rely upon Vertex for innovative tax processing solutions.

In June, 2002, Vertex sought to enhance its suite of tax software and solutions through the acquisition of Arthur Andersen’s Tax Technologies Enterprises Division.

Vertex engaged Curtis Securities to serve as its exclusive financial advisor in connection with this transaction. Curtis assisted Vertex in structuring and negotiating the terms of this transaction.