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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. 

SHG Provides Sale Advisory Services leading to the Acquisition of Content Enablers

By cmartin • 07 Mar, 2024
SHG is pleased to announce that it has provided advisory services to Content Enablers , a go-to provider of trade compliance training solutions for more than two decades; leading to their acquisition by Skill Dynamics , an established player in digital training for supply chain and procurement professionals. Click here to learn more. About Content Enablers For more than 20 years, Content Enablers has delivered the industry’s most effective and intuitive online trade compliance training solutions to millions of employees globally. The company has revolutionized and simplified the training process allowing the world’s leading organizations to deliver, and document, impactful and engaging training to all levels of learners.Content Enablers’ suite of services includes consulting from its experienced team in the Trade Advisory Services division as well as practical and interactive live training seminars. www.contentenablers.com

SHG Provides IP Valuation Services to Acqua Angel, LLC

25 Jan, 2024
SHG is pleased to announce that it has provided a benchmark IP valuation analysis for Acqua Angel, LLC for the purpose of strategic planning among their leadership and advisors. This will help the organization as it seeks investors to launch it's new product. About Acqua Angel, LLC: Acqua Angel, LLC is a subsidiary of Vegliante IP Technologies, LLC. The Company owns a patent for a pool safety device, which utilizes an integrated light and alarm system to alert users of unauthorized pool entry.
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