Courtney is an Associate in Equiteq’s New York office, where she advises founders and shareholders of services businesses across the full M&A lifecycle, from transaction readiness and value optimization through to deal execution.
Value to clients
- Hands-on transaction experience across sell-side and buy-side M&A, including valuation, financial modeling, marketing materials and due diligence
- Committed to client relationships, working alongside management teams from preparation through to close
- Disciplined project management that keeps processes on track and stakeholders aligned
- Brings a well-rounded perspective to every engagement, with a broad range of experience across industries and transaction types
Experience
Before joining Equiteq, Courtney was an Associate at ButcherJoseph & Co., where she advised founder-led, family-owned and closely held private businesses on sell-side and buy-side transactions, helping owners navigate ownership transitions and achieve their long-term goals. Earlier in her career, she spent five years in asset management at Orbis Investments.
Courtney holds an MBA from Harvard Business School and a Bachelor of Commerce in Finance from the University of British Columbia.
Other things about Courtney
- Grew up in Vancouver, Canada and loves an active, outdoorsy lifestyle
- Recently picked up tennis and is still learning the game
- Proud aunt to three nieces and nephews
