The Courtney Group Mergers and Acquisitions Summary

Private Equity Firm Profile

The Courtney Group’s most common sectors for investment areapparel/textiles (12%) and beverages (12%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (67%) and growth capital (23%). In total, The Courtney Group has invested in 5 US states.

The Firm’s most common exit type is trade sale (34%).

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M&A Summary

  • M&A Total Activity12
    • M&A Buy Activity9
    • M&A Sell Activity3
  • Total Sectors Invested 9
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 10

The Courtney Group

610 Newport Center Drive Suite 330,
Newport Beach, California 92660
United States
(949) 706-3600
www.thecourtneygroup.com/private-equity/criteria.html
info@thecourtneygroup.com

The Courtney Group is an investment bank and private equity firm. The Private Equity group specializes in control and non-control investments in established manufacturing and services companies located within the US. Courtney focuses on profitable companies with strong returns on capital, low technology risk and revenues between $20 to $500 million. The Firm looks to invests $1 to $100 million per transaction. Specific areas of interest include manufacturing/industrial, renewable energy/waste management technology, health care, technology, financial and environmental services. Prospective transaction types include buyouts and growth capital financings. The Courtney Group is based in Newport Beach, California.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Beverages, Building Materials, Chemicals, Distribution, Electronics, Environmental, Financial Services, Healthcare Services, Information Technology, Manufacturing, Medical Products, Renewable Energy, Technology Hardware

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 20 500
Target EBITDA 2 50
Investment Size 1 100
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.0/yr) # 9 - - - - - 9
Sell (0.0/yr) # 3 - - - - - 3
  12

Most Recent M&A

Company Date Value Type
Tenacore Holdings, Inc. 2020-02-14 - Buyout (LBO, MBO, MBI)
Santa Ana, California · www.tenacore.com
American Piping Products, Inc. 2018-09-17 - Secondary Buyout
Chesterfield, Missouri · www.amerpipe.com
Santier, Inc. 2017-02-28 - Add-on Acquisition
San Diego, California · www.santier.com
Flojos 2017-01-09 - Buyout (LBO, MBO, MBI)
Irvine, California · www.flojos.com
Santier, Inc. 2012-10-24 - Divestiture
San Diego, California · www.santier.com
American Piping Products, Inc. 2009-01-09 - Growth Capital
Chesterfield, Missouri · www.amerpipe.com
Bastech LLC 2007-12-12 - Buyout (LBO, MBO, MBI)
Jacksonville, Florida · www.bastechllc.com
Nautilus Renewables LLC 2006-12-01 - Growth Capital
Newport Beach, California · www.nautilusrenewables.com
Borga, Inc. 2005-06-01 - Buyout (LBO, MBO, MBI)
Fowler, California · www.borgasteel.com
Califone International LLC 2004-01-06 - Trade Sale - Public Company
Greenville, Wisconsin · www.califone.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Apparel/Textiles 1 (25%) - 1 (11%) -
Beverages 1 (25%) - 1 (11%) -
Building Materials - - 1 (11%) -
Business Services 1 (25%) - 1 (11%) -
Chemicals 1 (25%) - 1 (11%) -
Distribution - - 1 (11%) -
Electronics - - 1 (11%) -
Manufacturing - - 1 (11%) -
Renewable Energy - - 1 (11%) -
Total 4 - 9 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (100%) - 9 (100%) -
  California 2 (50%) - 5 (56%) -
  New Jersey 1 (25%) - 1 (11%) -
  Florida 1 (25%) - 1 (11%) -
  Wisconsin - - 1 (11%) -
  Missouri - - 1 (11%) -
Total 4 - 9 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (100%) - 6 (67%) -
Growth Capital - - 2 (22%) -
Divestiture - - 1 (11%) -
Total 4 - 9 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 2 (67%) -
Secondary Sale 1 (33%) -
Total 3 -

M&A Connections

Deals
Acquired from
Strategic(s)
11%
1 (11%)
Exited to
Investor(s)
33%
1 (33%)
Strategic(s)
33%
1 (33%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

1995

Specialist/Generalist

Generalist

Leadership

Tom Courtney

President & Managing Director

Alan Macksey

Managing Director

Ed McKenna

Managing Director

Gary Himes

Managing Director

Gene Vivino

Managing Director

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