1-949-706-3600Investment Banking
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Target Industries of The Courtney Group:
- Consumer
- Chemical
- Healthcare & Med Tech
- Financial Services & Financial Technology
- Manufacturing
- Technology
We work closely with our clients to add value through our industry expertise, transaction experience and relationships.
Capital raising and strategic transaction services are our core business. We provide in-depth, senior-level attention to all of our clients, and responsive solutions and advice. Our investment banking business is transactional by nature, but our success is driven by the long-term relationships we have built over the years with business owners, leaders, and their companies.
Our investment banking clients are primarily middle market companies, both public and private, in the industry sectors we serve.
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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