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The Courtney Group

610 Newport Center Drive, Suite 330
Newport Beach, CA 92660
United States

Thomas W. Courtney, Jr., President
Type of Firm:
Private Equity Investment Firm
Minimum Investment:
Maximum Investment:
Stage Preferences:
Expansion, Later Stage, MBO/LBO, Turnaround, Acquisition, Recapitalization, Restructuring, Consolidation, Corporate Divestiture, Spinout, Ownership Transition
Geographic Preferences:
United States, Canada, and Mexico
Industry Preferences:
Consumer, chemical, financial services, healthcare, technology, and manufacturing


The Courtney Group provides both private equity and investment banking services to middle market companies in North America. We help companies raise debt and equity capital, make divestitures and acquisitions. Industries of interest include: consumer, chemical, financial services, healthcare, technology, and manufacturing. We are a boutique firm that is responsive and has an entrepreneurial West Coast spirit.

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