SHG Performs Strategic Advisory Services for Vertex, Inc.
Schwartz Heslin Group, Inc. congratulates Vertex, Inc. (Nasdaq - VERX) on a $400 million raise and its highly successful transition from a family owned business to a publicly traded company.
Prior to Vertex’s transition to a publicly traded company, Managing Director David Dell and the SHG team provided strategic guidance and financial advisory services for nearly 20 years to Mr. Jeff Westphal, former Chairman, CEO, and current member of the Board of Directors.
Vertex, Inc. is a leading tax technology provider that connects great people and partners to deliver the world’s most trusted tax solutions for businesses to transact, comply and grow with confidence. Vertex provides cloud-based and on-premise solutions that can be tailored to specific industries for every major line of indirect tax, including sales and consumer use, value added and payroll.
We are pleased to welcome Chad F. Walter, who joined the firm in 2026 as a Senior Advisor.
We are pleased to introduce Eric Almond who brings a sophisticated background in private credit, fixed income, and international business valuation.
