What Our Clients Have To Say

Kim Pham

CEO & Founder | Health Essentials LLC

“The Courtney Group took the time to really understand our business and what the drivers of value were. They helped us increase the attractiveness of our offering. They were able to solve problems and work through challenges. They introduced us to buyers we never would have met and helped us find great partners. The result: our valuation increased from $12 million to $50 million.”

Steve Doyle

Owner | InterFlex Group

"At about $60 million in revenues, I knew we wouldn't be a fit for the major Wall Street firms. I was looking for a boutique investment banking firm focused on middle market companies in the size range of $20 million to $200 million, with established relationships with debt and equity capital sources, that we could rely on for unbiased advice.

"Time was of the essence. We didn't have time for an investment banker who had to learn the business.

"I think the savings of time and getting the job done right in the first place are well worth the cost involved.

"Now I have a great financial partner committed to the growth of my business, have diversified my investments, and still have a huge upside as the company continues to grow successfully... The Courtney Group did a great job for me and I will always be grateful for their help."

Disclosure: (a) Testimonial may not be representative of other clients; (2) Testimonial is no guarantee of futre performance or success; (3) If more than $100 in value is paid, then it is a paid testimonial.