Xcout IntelCourtney Holdings, LLC competitors & alternatives
The 12 closest competitors and alternatives to Courtney Holdings, LLC among financial services companies — ranked by similarity to what Courtney Holdings, LLC actually does, not by market-cap band.
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About Courtney Holdings, LLC
The Courtney Group provides investment banking and private equity services to middle-market companies. The firm offers advisory services, unconflicted financial guidance, and access to private capital.
Courtney Holdings, LLC at a glance
Courtney Holdings, LLC is a financial services company headquartered in United States. Its most recent funding round raised $8.2M in June 2017. Xcout tracks 9 named people at Courtney Holdings, LLC, including Tom Courtney (President / Managing Director).
Courtney Holdings, LLC leadership
- Tom CourtneyPresident / Managing Director
- Brett FrantzVice President
- Alan MackseyManaging Director
- Ed McKennaManaging Director
- Gene VivinoManaging Director
- Howard TurkManaging Director
3 more named people on record for Courtney Holdings, LLC, with roles, board committees and tenure — see the full roster →
Courtney Holdings, LLC funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $8.2M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Top 12 Courtney Holdings, LLC competitors
Ranked by semantic similarity — how close each company is to Courtney Holdings, LLC by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
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Confluence Capital Group, Inc. provides investment banking and financial advisory services for lower middle-market growth companies. The firm specializes in capital raising, mergers and acquisitions, debt and equity solutions, fund development, and strategic consulting.
Similar financial services company
Emerald Partners provides advisory services to high-growth companies regarding mergers and acquisitions as well as capital raising in both public and private markets. The firm caters to businesses seeking financial and strategic guidance for corporate transactions and funding.
Similar financial services company
Bundy Group Investments Inc. is a boutique advisory firm that provides investment banking and M&A advisory services to business owners and companies. The firm assists clients in achieving their exit or capital raise objectives across industries such as healthcare, technology, industrial technology, and business services.
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Roselawn Capital LLC is a merchant bank that provides middle-market advisory services, including mergers and acquisitions, capital raising, restructurings, and private equity investments. It serves founders, entrepreneurs, and management teams seeking strategic financial solutions across diverse industries.
Similar financial services company
CDI Global provides cross-border merger and acquisition (M&A) advisory services, including divestitures, capital raising, and private equity advisory. The firm serves middle-market businesses across various industries such as aerospace, healthcare, technology, and manufacturing.
Similar financial services company
Republic Capital Group provides middle-market investment banking and M&A advisory services. The company specializes in mergers and acquisitions, capital markets solutions, enterprise advisory, and private investments, primarily serving wealth and asset management firms and private companies.
Similar financial services company
IBG Capital operates as a merger and acquisition (M&A) advisory and brokerage firm serving mid-market companies. It assists business owners with buying and selling businesses, business valuations, and strategic business development.
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Triton Capital Partners is an investment and merchant bank that provides corporate financial advisory services to middle-market, privately held, and family-owned businesses. The firm offers mergers and acquisitions (M&A) advisory, private placement, restructuring, and strategic advisory services across industries such as business consulting, food and agriculture, and manufacturing distribution.
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Qvantea Capital is an investment and advisory firm that provides capital and transaction advice, including mergers, acquisitions, and divestitures, primarily to emerging and lower middle-market enterprise software companies and other sectors like consumer software and fintech. The firm offers strategic support for scaling sales, geographic expansion, attracting talent, and launching new products.
Similar financial services company
Briggs Capital Partners is an international merger and acquisition advisory firm that provides investment banking expertise, valuation, strategic consulting, and exit and succession planning services. The company specializes in working with low- to mid-market companies in the manufacturing, technology, consumer products, and business services sectors.
Similar financial services company
NextGen Capital Holdings operates as a private investment bank, multi-family office, and private capital investment firm. It provides financial advisory, investment banking, wealth preservation, and alternative investment services to middle-market companies, entrepreneurs, and ultra-high-net-worth families.
Similar financial services company
CSG Investments, LLC provides non-traditional financing solutions, specializing in commercial and corporate loan origination, debt acquisition, syndicated bank loans, and bonds across multiple industries. The firm serves corporate clients seeking custom capital solutions for acquisitions, restructuring, and large-scale financial transactions.
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