Sales, Divestitures and Mergers
Acquisitions
Management Led Buyouts
Raising Capital

Fairness Opinions
Valuations
Strategic Alternatives Analysis
Intangible Asset Valuations

RAISING CAPITAL

Curtis Financial professionals have raised over $1 billion of capital throughout their careers. We are well positioned to assist middle market businesses in securing appropriate financing for a variety of needs. Whether you own an emerging growth company, a later stage company with an acquisition opportunity or are a management team requiring capital to fund a buyout, we can help.

After assessing our client's needs, we apply careful analysis and extensive knowledge of capital sources to achieve the most reasonable cost of financing with maximum future operating and financial flexibility. When identifying capital sources, we consider financial institutions, private equity groups and strategic partners. We have a clear view of market dynamics, which enables us to identify the best sources of capital for your needs. We'll be with you through the entire process: the initial strategy discussions, determining the optimal capital structure, developing an offering document that best represents your capital funding requirements, assisting in the negotiation of terms and structure, and closing the transaction. We free your time to concentrate on running your business.

Case Studies:
We provided a Fairness Opinion to Berkshire Bancorp. Inc. (NASDAQ: BERK) in connection with a $60 million Preferred Stock issue.

We advised Vanguard Wireless, L.P. in a $35 million recapitalization transaction.

We assisted Oneida Communications Group in raising $10 million of Preferred Equity capital to acquire FCC broadband radio service licenses in the 2.5 GHz to 2.7 GHz spectrum band.

We assisted Noble Fiber Technologies, Inc., the creators of the X-STATIC™ brand of advanced materials in completing an acquisition and private placement of preferred stock.