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Sunday, Mar 22, 2026
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OC500 2025: TOM COURTNEY 

TOM COURTNEY 

FOUNDER/CEO

THE COURTNEY GROUP 

 

WHY: Founded The Courtney Group in 1995, which has completed 27 private equity investments since 1999. An entrepreneurial investment banker and has been providing investment banking advice since 1986.  

NOTABLE: Previously worked at Alex Brown, Morgan Stanley, Wolfensohn and Peers & Co. Received bachelor’s degree in economics from Princeton University in 1986 and MBA in finance from Wharton School of the University of Pennsylvania in 1990. Hobbies include traveling, playing tennis, reading and studying languages such as French, Portuguese, Japanese, Italian and Vietnamese.  

QUOTABLE: “We focus on investing in founder-owned and family-owned companies to help them continue their growth and success. We are looking to invest in companies with revenues of $10 million to $500 million, and pre-tax profits of $3 million to $50 million, in which we can invest equity of $1 million to $200 million” — Leader Board 

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