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The Courtney Group Incorporated

Holding Company

Newport Beach, California HQ

Member since
2011
Deals they've closed
18
About
The Courtney Group, Incorporated is a private investment firm with a focus on business services, chemical, consumer, distribution, financial services, healthcare, manufacturing, and technology. We have invested in 27 companies since 1999. We are different from some other buyers in that (1) we are fl…
Team (3)
Recent Transactions (27)
The Courtney Group Incorporated
Computer Software, Hardware, and Electronics E-Commerce, Electronics Stores
invested in

M3 Technologies

August 2023

The Courtney Group Incorporated
Computer Software, Hardware, and Electronics E-Commerce, Electronics Stores
acquired

Califone

August 2023

The Courtney Group Incorporated
Soft Drink Manufacturing
invested in

Boylan Bottling Co.

August 2023

The Courtney Group Incorporated
Footwear Manufacturing
acquired

PV Footwear

September 2020

The Courtney Group Incorporated
Administration of Environmental Quality Programs, Biotechnology research and development laboratories or services in environmental science, Environmental Consulting Services, Environmental research and development laboratories or services (except biotechnology research and development), Environmental testing laboratories or services, Government Facilities Services, Pollution testing (except automotive emissions testing) services, Services to Buildings and Dwellings, Waste Management and Remediation Services, Waste Treatment and Disposal
acquired

Peninsulators, Inc.

September 2020

The Courtney Group Incorporated
Medical Equipment and Supplies Manufacturing
acquired

Tenacore

February 2020

The Courtney Group, LLC
Health Care Services, Healthcare Software (Consumer), Healthcare Software (Enterprise)
acquired

Tenacore

February 2020

The Courtney Group Incorporated
Commercial Banking, Credit Unions, Savings Institutions
Advised

FNB Bancorporation

in securing investment from

Trico Bancshares

December 2017

The Courtney Group Incorporated
Aerospace Product and Parts Manufacturing, Aircraft and automotive wire and cable (except aluminum, copper) made from purchased nonferrous metals (except aluminum, copper) in wire drawing plants, Aircraft and automotive wire or cable made from purchased copper in wire drawing plants, Aircraft carrier catapults manufacturing, Aircraft distributors (wholesalers), Aircraft engine cradles manufacturing, Aircraft engine instruments manufacturing, Aircraft engines and parts distributors (wholesalers), Aircraft equipment and supplies distributors (wholesalers), Aircraft hardware, metal, manufacturing, Aircraft lighting fixtures manufacturing, Aircraft loading hoists manufacturing, Aircraft Manufacturing, Aircraft seats manufacturing, Aircraft tire manufacturing, Ammunition (except Small Arms) Manufacturing, Ammunition (except sporting) distributors (wholesalers), Ammunition boxes, light gauge metal, manufacturing, Ammunition boxes, wood, manufacturing, Automotive or aircraft wire and cable made in aluminum wire draw
Advised

Santier

in securing investment from

Egide, S.A

February 2017

The Courtney Group Incorporated
Apparel & Textiles
acquired

Undislosed

January 2017

The Courtney Group, LLC
Apparel & Textiles
acquired

Flojos

January 2017

The Courtney Group Incorporated
Apparel & Textiles, Footwear Manufacturing, Motor Vehicle and Parts Dealers
invested in

Flojos

December 2016

The Courtney Group Incorporated
Activities Related to Real Estate
Advised

The Boulder Days Inn

in securing investment from

Lamont Companies

January 2016

The Courtney Group Incorporated
Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Electrical Equipment, Appliance, and Component Manufacturing, Electronic and Communications Manufacturing, Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Machinery Manufacturing, Motorcycle, Bicycle, and Parts Manufacturing, Navigational, Measuring, and Control Instruments Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Plastics and Rubber Products Manufacturing, Primary Metal Manufacturing
Advised

The VMC Group, Inc.

in securing investment from

Seacoast Capital

June 2015

The Courtney Group Incorporated
Computer and Technology Distributor or Wholesaler, Electrical Equipment, Appliance, and Component Manufacturing, Electronic and Communications Manufacturing, Motorcycle, Bicycle, and Parts Manufacturing, Navigational, Measuring, and Control Instruments Manufacturing, Semiconductor and Other Electronic Component Manufacturing
Advised

The VMC Group, Inc.

in securing debt financing from

East West Bank

June 2015

The Courtney Group Incorporated
Chemical Manufacturing, Pesticide, Fertilizer, and Other Agricultural Chemical Manufacturing
Advised

Bastech LLC

in securing investment from

Academy Bank

January 2014

The Courtney Group Incorporated
Enterprise Software and Online Services, Fintech (Enterprise) / Financial Services Industry Hardware Technology, Fintech (Enterprise) / Financial Services Industry Software, Software and Online Services
invested in

Axial

January 2014

The Courtney Group Incorporated
Beer, Wine, and Distilled Alcoholic Beverage Distributors (Wholesalers), Grocery and Related Product Distributors (Wholesalers), Tobacco and Tobacco Product Distributors (Wholesalers)
acquired

Undisclosed Food Distribution Company

January 2014

The Courtney Group Incorporated
Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Machinery Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Plastics and Rubber Products Manufacturing, Primary Metal Manufacturing
invested in

American Piping Products

January 2013

The Courtney Group Incorporated
Aerospace Product and Parts Manufacturing, Aircraft and automotive wire and cable (except aluminum, copper) made from purchased nonferrous metals (except aluminum, copper) in wire drawing plants, Aircraft and automotive wire or cable made from purchased copper in wire drawing plants, Aircraft carrier catapults manufacturing, Aircraft distributors (wholesalers), Aircraft engine cradles manufacturing, Aircraft engine instruments manufacturing, Aircraft engines and parts distributors (wholesalers), Aircraft equipment and supplies distributors (wholesalers), Aircraft hardware, metal, manufacturing, Aircraft lighting fixtures manufacturing, Aircraft loading hoists manufacturing, Aircraft Manufacturing, Aircraft seats manufacturing, Aircraft tire manufacturing, Ammunition (except Small Arms) Manufacturing, Ammunition (except sporting) distributors (wholesalers), Ammunition boxes, light gauge metal, manufacturing, Ammunition boxes, wood, manufacturing, Automotive or aircraft wire and cable made in aluminum wire draw
acquired

Santier

October 2012

The Courtney Group Incorporated
Drugs and Druggists' Sundries Distributors (Wholesalers), Health Care Services, HMO Medical Centers, Medical Equipment and Supplies Manufacturing, Medical glassware made from purchased glass, Medical glassware made in glass making plants, Medical, Dental, and Hospital Equipment and Supplies Distributors (Wholesalers), Ophthalmic Goods Distributors (Wholesalers)
Advised

Health Essentials LLC

in securing investment from

SV Life Sciences and Bessemer Ventures

October 2012

The Courtney Group Incorporated
Beer, Wine, and Distilled Alcoholic Beverage Distributors (Wholesalers), Grocery and Related Product Distributors (Wholesalers), Tobacco and Tobacco Product Distributors (Wholesalers)
acquired

Undisclosed Food Distribution Company

February 2011

The Courtney Group Incorporated
Beer, Wine, and Distilled Alcoholic Beverage Distributors (Wholesalers), Grocery and Related Product Distributors (Wholesalers), Tobacco and Tobacco Product Distributors (Wholesalers)
acquired

Undisclosed Food Distribution Company

January 2011

The Courtney Group Incorporated
Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Fabricated Metal Product Manufacturing, Fabricated Structural Metal Manufacturing, Ferrous Metal Foundries, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Iron and Steel Forging, Iron and Steel Mills and Ferroalloy Manufacturing, Machinery Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Plastics and Rubber Products Manufacturing, Primary Metal Manufacturing, Steel Product Manufacturing from Purchased Steel
acquired

Heckethorn

February 2010

The Courtney Group Incorporated
Beer, Wine, and Distilled Alcoholic Beverage Distributors (Wholesalers), Grocery and Related Product Distributors (Wholesalers), Tobacco and Tobacco Product Distributors (Wholesalers)
acquired

Undisclosed Food Distribution Company

January 2010

The Courtney Group
Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Machinery Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Plastics and Rubber Products Manufacturing, Primary Metal Manufacturing
acquired

American Piping Products

December 2008

The Courtney Group
Chemical Manufacturing, Metal Ore Mining, Paper Manufacturing, Pesticide, Fertilizer, and Other Agricultural Chemical Manufacturing
acquired

Bastech LLC

August 2007

Sectors The Courtney Group Incorporated serves:
Consumer Goods
Industrials
Materials
Business Services
Retail
Technology
Distribution
Manufacturing
Health Care
Consumer Services
Media
Energy & Utilities
Real Estate
Financial Services
Life Sciences
Telecommunications

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Member since
2011
Deals they've closed
18
Team (3)
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