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The Courtney Group
The Courtney Group provides private equity and investment banking services. We specialize in helping US-based businesses with revenues of $10 million to $1...
The Courtney Group
The Courtney Group provides private equity and investment banking services. We specialize in helping US-based businesses with revenues of $10 million to $1 billion achieve their long-term goals through acquisitions, divestitures, recapitalizations, and financings. . Industries of interest include business services, chemical, consumer, financial services, healthcare, manufacturing, and technology. As investors we have completed 22 private equity deals. As advisors we have helped hundreds of companies sell, buy or finance a business.
General information
Firm type
Private Equity
Year founded
1983
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
Newport Beach, CA, United States
Principals
Thomas Courtney
President & CEO
Sector focus
Frequently asked questions
Who runs The Courtney Group's investment decisions?
Thomas Courtney, the firm's founder, serves as President and CEO. Deal decisions are made by the senior partnership team, which operates without a formal investment committee structure typical of larger institutional funds. The partners invest their own capital alongside each transaction.
Is The Courtney Group structured as a fund or a permanent-capital vehicle?
The firm invests proprietary partner capital on a deal-by-deal basis rather than raising blind-pool funds from external limited partners. This permanent-capital architecture allows it to hold portfolio companies indefinitely, freeing the firm from the typical three-to-five-year exit timeline imposed by conventional private equity fund structures.
What size companies does The Courtney Group typically acquire?
The firm targets lower-middle-market companies with annual revenues between roughly $10 million and $100 million. Deals often involve founder-led industrial technology, business services, or niche manufacturing companies in North America.
Does The Courtney Group take majority or minority stakes?
The firm pursues both control acquisitions and significant minority positions. Regardless of stake size, Courtney principals typically seek board representation and active involvement in operational and strategic decisions, often placing firm partners or affiliated operators into portfolio company roles.
How does The Courtney Group source its deals?
Much of the firm's deal flow traces back to Thomas Courtney's four-decade advisory and investing network in the Southern California middle-market. The firm focuses heavily on succession-driven transactions — situations where business owners need liquidity and leadership transition but lack an internal successor — a niche where its permanent-hold structure provides a differentiated pitch.
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