Courtney Group, Inc.

About The Fund

The Courtney Group, Inc. is a private equity firm that specializes in providing investment banking and private equity services with a keen focus on middle-market companies. They pride themselves on offering insightful, transparent, and unconflicted advice coupled with access to private capital. Their investment strategy centers around equity investments, with a minimum investment threshold of $1,000,000 and a maximum of $100,000,000. With assets under management totaling $500,000,000, The Courtney Group targets a diverse range of sectors including Software, IT and TMT, Education, Business Solutions, FinTech and Financial Services, Hardware and Manufacturing, Energy, Retail and E-Commerce, CleanTech, A.I. and Big Data, HealthTech and Fitness, Logistics and Distribution, and Material Science. Their expertise extends to various specialty areas such as Expansion, MBO/LBO, Recapitalization, Restructuring, Consolidation, Corporate Divestiture, and Ownership Transition. Situated at 610 Newport Center Drive, Suite 330, Newport Beach, California, they maintain a strong commitment to integrity, determination, and character in their operations. The Courtney Group embodies a promise to provide its investment banking clients with senior-level attention throughout the process to successful completion, ensuring responsiveness and good faith dealing. They stand by their values of offering independent insight to achieve results, striving to make their clients' visions their own, and avoiding inherent conflicts of interest present in larger companies with varied lines of business.