The Courtney Group: Investment Banking

in 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 (FINRA/SIPC).

Download our Investment Banking Fact Sheet (344k)

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.

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