Tom Courtney, President and Managing Director, is an experienced private equity investor and investment banker. Mr. Courtney has advised on more than 200 transactions involving financings, acquisitions and divestitures since 1986. Since founding The Courtney Group, Incorporated in 1995, he has advised on more than 60 investment banking transactions and has completed 18 private equity investments as principal since 1999. Investment banking, including advising on private placements of securities and mergers & acquisitions, is handled through The Courtney Group, LLC, a registered broker-dealer, member FINRA and SIPC.

Mr. Courtney has deep experience finding and evaluating investment opportunities, negotiating transactions, arranging financings with relationships that are both extensive and deep. He regularly helps recruit top managers and board members so these organizations can excel. Mr. Courtney has started, bought and sold, and financed more than 20 companies.

Prior to establishing The Courtney Group, Mr. Courtney worked at Morgan Stanley & Co., Alex. Brown & Sons, Inc., James D. Wolfensohn Incorporated, and Peers & Co. Mr. Courtney received an undergraduate degree in Economics from Princeton University and an MBA in Finance from The Wharton School of the University of Pennsylvania. He has served on many boards of directors including currently: Bastech, Santier, and the All-American Boys Chorus. He is married with four children. His passions include triathlon, tennis, tango, food, wine and travel.

Areas of Interest: Consumer, Chemicals Health Care, Technology, Manufacturing