Curtis Financial Group, LLC is a leading investment banking and corporate advisory firm dedicated to serving middle-market companies. Founded in 1994, Curtis Financial Group, LLC provides deep, broad industry expertise, market knowledge and professional insight in delivering an extensive range of transaction and corporate finance advisory services. From company sales, mergers, acquisitions, and capital-raising, Curtis Financial helps businesses see today’s realities and tomorrow’s possibilities.
corporate finance advisory services complement our transaction advisory capabilities and include fairness opinions, strategic alternatives analyses, and corporate and tax valuations. Clients look to Curtis Financial for senior professionals with a proven track record whose opinions withstand scrutiny from the SEC, IRS, auditors and boards of directors.
Curtis professionals have completed hundreds of middle market transactions for public and private companies in the United States and internationally. We seek to build client relationships based on honest and independent advice.