Perspective Beyond Money.

Private Equity

Investment Process Steps

The Courtney Group team is comprised of partners and professionals with substantial private equity and operational experience. Our investment process typically involves the following steps:

1

Sign A Confidentiality Agreement

   
2

Obtain Preliminary Information

   
3

Preliminary Indication Of Interest From Us

   
4

Additional Business Due Diligence

   
5

Sign Letter Of Intent

   
6

Legal/Accounting Due Diligence & Documentation

   
7

Closing


With a smooth flow of information, an investment can typically close within 3-6 months.

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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