1-949-706-3600Private Equity
Taking You To The Next Level
The Courtney Group is focused on identifying, executing and leading direct private equity investments in established small-cap companies that can satisfy a majority of the criteria below.
| Revenues: | $20 - $500 million |
| Cash Flows: | $2 - $50 million per transaction |
| Equity Investment: | $1 - $100 million per transaction |
| Management: | The Courtney Group team of operating executives can augment existing management where necessary. We prefer that management have a significant equity interest post-closing. |
| Targeted Sectors: | Business Services: Industrial, Commercial, Energy and Maintenance Services. Consumer: Products and Services. Chemical: Specialty Chemicals, Coatings, Water Treatment, Synthetic Materials, Basic Chemicals. Health Care: Medical devices, products and services. Financial Services: Banks, Specialty Finance Companies, Transaction Processing and Financial Technology Companies, and Traditional Asset Management Platforms. Manufacturing: Niche manufacturing companies with excellent market position, strong asset base. Technology: Software, Services, Hardware and Niche Technology Products. |
| Desired Business Variables: | Companies with established products/services Stand-alone, high-growth platforms; corporate carveouts; corporate orphans; organic or acquisition buildups Potential for highly profitable internal growth Strong return on capital Opportunity for significant market share capture Low technology risk |
| Profitability: | Businesses with solid fundamentals are strongly preferred. Operating profit margins exceeding 10% (ideally 15-20% within 1-2 years). Certain distressed situations will be considered. |
| Capital Structure: | Adequate asset base or cash flow to support debt is preferred. |
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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