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.