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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."
-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 »
- In The News
- Case Studies
The Courtney Group Leads Acquisition Of Peninsulators
San Jose, CA, September 8, 2020 – An investor group led by The Courtney Group, Incorporated has acquired a controlling interest in Peninsulators Inc. along with its affiliates...
Read moreThe Courtney Group Acquires Tenacore
Santa Ana, CA –February 14, 2020 An investor group led by The Courtney Group, Incorporated has acquired the medical device repair and service business of Tenacore Holdings, Inc. based in...
Read moreThe Courtney Group Advises FNB Bancorp on sale to TriCo Bancshares
NEWPORT BEACH, Calf. – The Courtney Group, LLC announced the acquisition of FNB Bancorp (NASDAQ: FNBG) by TriCo Bancshares (NASDAQ: TCBK) in a stock transaction valued at approximately $315.3 million...
Read moreFlojos 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...
Read moreThe 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...
Read moreThe 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...
Read moreInvestment 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...
Read morePrivate 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...
Read moreOur 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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