Perspective Beyond Money.

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Your Trusted Partner For Private Equity And Investment Banking

Better Connections, Better Results

The Courtney Group provides insightful and transparent investment banking and private equity services. Our core values are integrity, determination and character. Our mission is to provide straight-forward, unconflicted advice and access to private capital to middle market companies in our target industries.

"We provide independence, insight and results."
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-Tom Courtney, President

Making Your Vision Ours

Big companies have inherent conflicts of interest among their varied lines of business. Our firm has a focused approach that by its design avoids these competing agendas and conflicts of interest. Read More »

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  1. In The News
  2. Case Studies
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Flojos Under New Ownership, Positions Brand For Continued Growth

The Courtney Group Acquires 30 Year-Old Sandal Brand Thousand Oaks, CA, Jan 9, 2017 – The Courtney Group, Inc. has acquired Flojos (“flo-hos”) a family owned business from husband/wife team Nellie...

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The Courtney Group Completes Sale of Rite Industries

The Courtney Group, Incorporated announced the closing of the sale of Rite Industries, Incorporated to Dimeling, Schreiber & Park for $19.0 million. The transaction was structured as a sale of...

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The Courtney Group Announces Acquisition and Financing of Henkel Corporation's Paper Chemicals and Construction and Processing Chemicals by GEO Chemicals

The Courtney Group, Incorporated announced the closing of the acquisition by GEO Chemicals, Inc. of the Paper Chemicals and Construction and Processing Chemicals Divisions of Henkel Corporation. The transaction was...

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The Courtney Group Completes Acquisition of The Input Technologies Division of Calcomp, a Subsidiary of Lockheed Martin

The Courtney Group, Incorporated announced the closing of the acquisition by GTCO Corporation of the Input Technologies Division of CalComp, Incorporated, a subsidiary of Lockheed Martin Corporation. The transaction was...

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The Courtney Group Announces Buyout of Califone International, Inc. Secures Investments from Madison Investment Partners, Emigrant Capital and Management T…

The Courtney Group, in conjunction with senior management, Madison Investment Partners and Emigrant Capital, announced the completion of a buyout of Califone International, Inc. today. The transaction was made at...

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The Courtney Group is pleased to announce that Barry-Wehmiller Companies, Inc. has acquired the Ward Machinery Company.

The Courtney Group is pleased to announce that Barry-Wehmiller Companies, Inc. has acquired the Ward Machinery Company. The Courtney Group acted as financial advisor to Ward, a manufacturer of equipment...

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Investment Banking - Case Study

Health Essentials A Healthcare Entrepreneur Seeks Liquidity and Partner to Reach the Next Level Health Essentials was founded by Kim Pham in 1996 to provide mobile nursing-care services. Over the succeeding 15...

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Private Equity - Case Study

BASTECH: Taking A Specialty Chemical Maker To The Next Level of Success The Courtney Group led the acquisition of Bastech, a maker of specialty chemicals for paper, industrial and mining industries...

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Our Promise To You...

We promise our investment banking clients senior-level attention and the determination to see the investment banking assignments we accept through the entire process to successful completion. We promise our private equity partners, investors, lenders, advisors, and the companies in which we seek to invest transparency, responsiveness, and good faith dealing.

Our Pledge

At The Courtney Group, we pledge to provide you with the highest level of integrity and expertise; to recommend only what’s suitable for you and your situation; to give you senior-level personalized attention; and to stand by our work and our word.

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