About The Courtney Group
The Courtney Group is a private equity firm founded in 1995. It is primarily based in Newport Beach, United States. As of Oct 2026, The Courtney Group has a portfolio of 6 companies, comprising 6 funding rounds and 13 acquisitions. The firm primarily invests in companies based in United States. Its portfolio is spread across a wide range of sectors from Healthcare to Aerospace, Maritime and Defense. Most recently it acquired stakes in Peninsulators on Sep 08, 2020.
Overall The Courtney Group portfolio has seen 4 acquisitions, namely American Piping Products, Tenacore and Heckethorn Manufacturing. A lot of funds co-invest with The Courtney Group, with names like Comcast Ventures sharing a substantial percentage of its portfolio.
The Courtney Group has a team of 7 people, including 3 partners.
Key Metrics
Founded Year
1995
Location
Newport Beach, United States
Portfolio Companies
Portfolio Sectors
Portfolio Locations
Acquisition Deals
Investment Deals
The Courtney Group's Portfolio
The Courtney Group has a portfolio of 6 companies. They have invested in a total of 6 companies. Their most recent investment was in Axial (Series B round) on Aug 15, 2014. Here are the most recent investments by The Courtney Group:Date | Company | Round | Amount | Co-Investors |
|---|---|---|---|---|
Aug 15, 2014 | Series B | 9908 | ||
2010 | PE | 4558 | - | |
Dec 2008 | PE | 9460 |
The Courtney Group has acquired 13 companies. Their most recent acquisition was of Peninsulators on Sep 08, 2020. Here are the most recent acquisitions by The Courtney Group:
Acquisition Date | Company | Short Description | Total Funding | Founded Year |
|---|---|---|---|---|
Sep 08, 2020 | Provider of exterior window coverings products and installation services | - | 1985 | |
Sep 08, 2020 | Manufacturer of window shades & coverings | - | 2010 | |
Jan 09, 2017 | Flojos: Sandals, shoes, and slippers for women, men, and kids | - | 1979 | |
Jun 01, 2016 | Developer of pharmaceuticals to treat cholesterol | - | 2006 |
Here is the portfolio snapshot of The Courtney Group:
Acquisitions by Year
The maximum number of acquisitions were made in 2020
Portfolio by Location
Companies are primarily in United States
Portfolio by Sector
Companies are primarily in Healthcare
Team profile of The Courtney Group
The Courtney Group has a team of 7 members including 3 Partners and 1 Principal located in United States. The Courtney Group's team does not sit on the board of any company as of now.Here is a list of all team members in The Courtney Group:
Name | Designation | Location | Board Memberships | Contact Details |
|---|---|---|---|---|
Partner | San Francisco | - | ||
Partner | Newport Beach | - | ||
Partner | United States | - | ||
Principal | Oklahoma City | - | ||
Advisor | Scottsdale | - |
Co-investors of The Courtney Group
Over the past 31 years, 4 investors have co-invested in The Courtney Group's portfolio companies.
- Top Co-investors of The Courtney Group: 4 investors entered a company along with The Courtney Group. These include investors like Comcast Ventures (1 company).
The Courtney Group News
•
The Courtney Group Leads Acquisition of PeninsulatorsNewswire•Sep 08, 2020•The Courtney Group, Peninsulators
•
•
