The Courtney Group
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In Investment Banking
Case Studies
Representative Transactions
Why Choose Us
The Courtney Difference
Investment Banking
The Courtney Group provides clients with key advisory services:

Capital Raising
To find the right solution for a client, we:
  • Advise on appropriate capital structure alternatives (debt/equity)
  • Prepare financing proposal for prospective lenders and investors
  • Identify and contact capital sources
  • Advise on negotiations and structuring
  • Manage due diligence and documentation process
Sales and Divestitures
We work closely with our clients to:
  • Prepare comprehensive offering memoranda
  • Conduct valuation analyses
  • Identify strategic buyers
  • Coordinate confidential provision of information to potential buyers
  • Advise on transaction structure and tax issues
  • Negotiate acquisition offers
  • Manage due diligence and documentation process
Mergers and Acquisitions
We help clients:
  • Identify growth objectives of management
  • Establish financial and geographical parameters for acquisitions
  • Coordinate information gathering and due diligence activities
  • Negotiate terms of acquisitions
If you'd like to discuss how we can help you, please contact us.

The Courtney Group, LLC is a member of the National Association of Securities Dealers and the Securities Investor Protection Corporation (NASD/SIPC).
 
 
How can we help you?
Are you thinking of making a change? Do you need help with succession planning?

Are you asking yourself:
"Is now the time to sell my business?"
"Should I take my company public?"
"Is my business worth more to someone else than to me?"
"Can I buy my competitor?"
"Where can I get the capital I need to grow my business?"

The Courtney Group can help you find answers to these questions.

Here are some representative transactions and some case studies which show how we've helped clients like you.
 
Business Continuity Plan
Our firm has a Business Continuity Plan in the event of a business disruption. Under most scenarios we plan to remain in operation using back up systems and if necessary moving to alternative locations. In most cases, we do not believe there will be much of a delay, if any, in our firm's operations. You may contact the firm for further details.

Following is alternative contact information for the firm:

Thomas W. Courtney, Jr.
1245 Surfline Way
Corona del Mar, California 92625
Cell: 917-701-9424