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The Courtney Group is focused on identifying, executing and leading direct private equity investments in established small-cap companies that can satisfy a majority of the following criteria:
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| Revenues: |
$5 - $500 million |
| Equity Investment: |
$1 - $100 million per transaction |
| Management: |
The Courtney Group team of operating executives can augment existing management where necessary. We prefer that management have a significant equity interest post-closing; prefer direct dialogue with senior management rather than with third party. |
| Targeted Sectors: |
Renewable Energy and Waste Management Technology: municipal solid waste, electronic waste, chemical and industrial waste, medical waste and biomass waste.
Environmental Services: environmental construction, project management, consulting, remediation, training, education, testing, laboratory, and transportation.
Financial Services: electronic trading, information systems, transaction processing, alternative and traditional asset management platforms, including family offices, separate account managers, institutional managers, fund of funds, hedge funds.
Health Care: telemedicine, disease management, health care information technology, products and services for obesity, clinical research organizations.
Manufacturing & Industrial: Niche manufacturing companies with excellent market position, strong asset base.
Technology: software, services, hardware and niche technology products.
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| Desired Business Variables: |
Companies with established products/services
Stand-alone, high-growth platforms; corporate carveouts; corporate orphans; organic or acquisition buildups
Potential for highly profitable internal growth
Strong return on capital
Opportunity for significant market share capture
Low technology risk |
| Profitability: |
Businesses with solid fundamentals are strongly preferred. Operating profit margins exceeding 10% (ideally 15-20% within 1-2 years). Certain distressed situations will be considered. |
| Capital Structure: |
Adequate asset base or cash flow to support debt is preferred |
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