The Courtney Group

The Courtney Group Overview

Service Financing Advisory
Founded 1995
Founded
Serviced Companies 32
Serviced Deals 22
Serviced Investors 9

The Courtney Group General Information

Description

Founded in 1995, The Courtney Group is a Newport Beach, California-based investment bank. The firm focuses on capital raising, sales of businesses, acquisitions of businesses and joint venture negotiations. Courtney Group specializes in the consumer, chemical, financial services, healthcare, distribution, manufacturing and technology sectors.

Contact Information

Year Founded
1995
Service Provider Type
Financing Advisory
Primary Office
  • 610 Newport Center Drive
  • Suite 330
  • Newport Beach, CA 92660
  • United States
+1 (949) 000-0000

The Courtney Group Services to Companies

Service on a Deal (22)

Company Name Service Provided Deal Date Deal Type Deal Amount
FNB Bancorp Advisor: General Jul 2018 00000 0000000
0000000 Advisor: General Feb 2017 00000 0000000
000 000 00000 Advisor: General May 2015 00000 0000000
00 00000000 Advisor: General Sep 2013 00000 0000000
0000000 Advisor: General Jun 2013 00000 0000000
00000000 000000 00 Advisor: General Dec 2012 00000 0000000
000000 000000 Advisor: General Oct 2012 00000 0000000
0000000 Advisor: General Jun 2012 00000 0000000
Oceanic Bank Holdings Advisor: General Mar 2012 00000 0000000
Inspire technology Advisor: General Feb 2011 00000 0000000
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The Courtney Group Services to Investors

To view The Courtney Group's complete investor service history, request access >>

Service on a Deal — Buy Side (17)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Cave Creek Capital Management Advisor: General Oct 2016 00000 0000000
0000 00000 0000000 Advisor: General Jun 2015 00000 0000000
0000000000 0000 Advisor: General Dec 2010 00000 0000000
00000000 Advisor: General Nov 2009 00000 0000000
000 00000000 00000 Advisor: General Jan 2009 00000 0000000
000 00000000 00000 Advisor: General Dec 2008 00000 0000000
000 00000000 00000 Advisor: General Sep 2008 00000 0000000
00000000 Advisor: General Aug 2008 00000 0000000
BGS Pharmacy Partners Advisor: General Jan 2008 00000 0000000
BGS Pharmacy Partners Advisor: General Jan 2008 00000 0000000

The Courtney Group Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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The Courtney Group Team (12)

Name Title Deals Office Contact
Info
Kevin Fechtmeyer Senior Advisor & Managing Director 00 Newport Beach, CA
Gene Vivino Managing Director & Senior Advisor Newport Beach, CA
Alan Macksey Jr. Managing Director 00 Newport Beach, CA
Edward McKenna Ph.D Managing Director Newport Beach, CA
Gary Himes Managing Director Newport Beach, CA

5 Former Team Members