Private equity investor and investment banker. Advising clients on financings and mergers & acquisitions since 1986, and making private equity investments since 1999. Wall Street experience and contacts combined with entrepreneurial, West Coast spirit. I am dedicated to helping companies grow and reach new levels of success. I seek to add value through working with senior management, sharing ideas and best practices, recruiting top talent, finding acquisitions, getting financing for growth or acquisitions, and helping get new customers. My partners and I have advised hundreds of middle market companies with revenues of $10M to $1B and owned dozens of business services, chemical, consumer, distribution, financial services, healthcare, manufacturing, and technology businesses.
Courtney Group
View- Website:
- thecourtneygroup.com
- Employees:
- 11
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President And CeoCourtney GroupNewport Beach, Ca, Us -
President & CeoCourtney Group Jun 1995 - PresentUsThe Courtney Group makes private equity investments and provides investment banking services. We work with middle market companies in business services, consumer, chemical, financial services, healthcare, manufacturing, and technology industries. We are a responsive, entrepreneurial boutique firm with professionals in Newport Beach, San Francisco, San Diego, Baltimore and Princeton. AS INVESTORS we have made 27 private equity investments since 1999. We are long-term investors and seek companies we can build for 20 years or more. We are flexible and can invest from $1 million to $200 million of equity capital in a transaction. We have industry experience, a track record of adding value, and a team of operating executives who assist us in due diligence and building companies. AS ADVISORS we have advised hundreds of companies on transactions. We provide senior level professionals who are responsive. We understand the challenges owners face as we have owned dozens of businesses ourselves. We specialize in capital raising and mergers & acquisitions. Our clients generally have revenues from $10 million to $1 billion. -
Professional SpeakerCourtney Group 1999 - PresentUs -
OwnerPeninsulators Sep 2020 - PresentSan Jose, California, UsPeninsulators is a leading supplier of window coverings for businesses and high end audio visual controls for residential customers through its subsidiary, A Shade Above. Offices in San Jose, CA, Monterrey, CA, Sacramento, CA and Seattle, WA. -
Board MemberTenacore Feb 2020 - PresentCosta Mesa, California, UsTenacore is a leader in sales, service and repair of new and used medical equipment for hospitals and manufacturers. Locations in Santa Ana, CA and Boulder, CO. -
Board MemberFlojos Dec 2016 - PresentIrvine, Ca, UsShareholder and director of SeaJack LLC the owner of Flojos, Sbicca, Volatile, Very Volatile, and Kengos. Flojos makes iconic California-style sandals and shoes. Partnered with 25-year shoe industry veteran, John Dickinson, to acquire Flojos and write the next chapter of the company's success. -
Board MemberBastech Llc 2007 - PresentBastech makes specialty chemicals for customers in pulp, paper, fertilizer and mining industries.
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Executive DirectorPeers & Co. Jan 1992 - May 1995Led acquisitions, divestitures and financings for technology, manufacturing, industrial, chemical, health care clients in North America, Asia and Europe
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AssociateJames D. Wolfensohn Incorporated Jul 1990 - Jan 1992Strategy and advice to major global corporations regarding acquisitions, divestitures, mergers, joint ventures
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AnalystAlex. Brown & Sons Incorporated Jul 1986 - Jul 1988Mergers & acquisitions
Tom Courtney Education Details
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The Wharton SchoolFinance -
Princeton UniversityEconomics -
Sewickley Academy
Frequently Asked Questions about Tom Courtney
What company does Tom Courtney work for?
Tom Courtney works for Courtney Group
What is Tom Courtney's role at the current company?
Tom Courtney's current role is President and CEO.
What schools did Tom Courtney attend?
Tom Courtney attended The Wharton School, Princeton University, Sewickley Academy.
Who are Tom Courtney's colleagues?
Tom Courtney's colleagues are Carmela Daniels, Richard G. Minicus, Gene Vivino, C. Matthew Allen.
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