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FINANCIAL
SERVICES
Curtis remains in the forefront of financial services convergence and consolidation. Our financial services practice serves banks and insurance companies as well as the breadth of the modern financial services sector. According to data published by SNL Securities LC, Curtis' performance with financial services companies in the region over the past 3 years (January 2005 until July 2008) results in the several top rankings among M&A advisors:
- #1 for Insurance Company Advisory
- #5 for Banking Advisory
- #4 for Overall Financial Services Industry Advisory
We assist clients in many segments of the financial services industry including:
- Asset Managers
- Banks
- Consumer Finance Companies
- Insurance Agencies
- Insurance Companies
- Leasing Companies
- Reinsurance Companies
- Thrifts
- Title Agencies
- Title Companies
For a confidential review of an acquisition, valuation or strategic alternatives assessment, please contact us.
Current Outlook
Curtis professionals are frequently asked about the dynamics of the current industry environment for banks and insurance companies. Click here for a link to a recent Curtis industry report.
Our Experience
Following are just a few examples of recent financial services industry
assignments:
Served as exclusive financial advisor to Susquehanna Bancshares, Inc. (NASDAQ: SUSQ) in connection with the divestiture of its CommunityBanks Insurance Services Subsidiary to Gunn-Mowery, LLC
Provided Fairness Opinion services to Excess Reinsurance Company in connection with its sale to KnightBrook Holding, LLC and Northwestern Insurance Company
Served as exclusive financial advisor and provided Fairness Opinion services to Verlan Holdings in connection its sale to The Hanover Insurance Group, Inc. (NYSE: THG)
Advised and provided Fairness Opinion services to First Keystone National Bank (OTCBB: FKYS) in the acquisition of Pocono Community Bank
Provided Fairness Opinion services to Prestige Community Bank in its sale to First Priority Financial Corp.
Provided Fairness Opinion services to United Security Assurance, Inc. in connection with its sale to CMS Financial Services Corp.
Advised Mid America Group, Inc. in an exclusive sale transaction to Arthur J. Gallagher & Co. (NYSE: AJG)
Advised New Jersey Title Insurance Company in an exclusive sale transaction.
Provided Fairness Opinion services to PSB Bancorp, Inc. (NASD: PSBI) in connection with its sale to Conestoga Bancorp, Inc.
Provided Fairness Opinion services to Franklin Financial Services Corp. (NASD: FRAF) in connection with its acquisition of Fulton Bancshares Corporation.
Advised Community Banks, Inc. (NASD: CMTY) in the acquisition of Wiley Insurance.
Advised Pennsylvania Insurance Department in connection with the demutualization transaction involving Educators Mutual Life.
Assisted Two
River Community Bank (OTC: TWRV) with its merger with The
Town Bank (OTC: TBWN).
Assisted
Community Banks,
Inc. (NASD: CMTY) with the acquisition of several property-casualty and
title insurance agencies.
Represented
the owner of Goodritz-Emanuel
Insurance in the sale of the agency to Acordia Northeast,
a subsidiary of Wells Fargo.
Assisted Two
River Community Bank with valuation services in connection
with a $7.2 million capital offering.
Represented
Verlan Fire Insurance Company
in connection with a common stock repurchase plan that provided
increased liquidity to shareholders.
Provided a
strategic alternatives assessment to the board of Excess
Reinsurance Company.
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