The Courtney Group
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In Private Equity
Investment Criteria
Portfolio
Investment Process
Private Equity
Investment Process Steps

Our investment process typically involves the following steps:

  1. Sign a confidentiality agreement
  2. Company provides preliminary information
  3. Preliminary indication of interest from us
  4. Additional business due diligence
  5. Sign Letter of Intent
  6. Final business due diligence, legal and accounting due diligence and legal documentation
  7. Closing


With a smooth flow of information an investment can typically close within 3-6 months.