Perspective Beyond Money.



courtney office

Commitment You Can Invest In

The Courtney Group

We work closely with our clients to add value to the companies we advise. We provide senior-level attention and responsive, thoughtful solutions and advice.

Our business is transactional by nature. But our success is driven by long-term relationships we have built over many years with business owners and leaders and their companies. The companies we work with are primarily “middle-market” firms, with transaction values typically ranging from $20 million to $500 million.

Our Promise To You...

We promise our investment banking clients senior-level attention and the determination to see the investment banking assignments we accept through the entire process to successful completion. We promise our private equity partners, investors, lenders, advisors, and the companies in which we seek to invest transparency, responsiveness, and good faith dealing.

Our Pledge

At The Courtney Group, we pledge to provide you with the highest level of integrity and expertise; to recommend only what’s suitable for you and your situation; to give you senior-level personalized attention; and to stand by our work and our word.

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