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Case Studies

Delaware Valley Financial Services acquired by Allianz Life Insurance of North America

DVFS provides customer support and account administration services to large financial institutions, which issue annuity products.

We were retained to advise the company and its shareholders regarding a strategic investment to further develop an enhanced technology platform.

Discussions evolved to an expression of interest in the acquisition of a controlling interest which would provide liquidity for shareholders and growth capital.

We assisted in establishing the acquisition price and deal structure including a comprehensive term sheet for the transaction, then participated in negotiation of the definitive purchase agreement.