Inverness Graham Investments

Private Equity Pennsylvania, United States ·Founded 2003

Overview

Inverness Graham Investments is a private equity firm that focuses on acquiring innovative, high-growth companies where technology is transforming traditional industries. The firm's Flagship strategy targets businesses in healthcare, tech-enabled services, software, and advanced manufacturing, while its Green Light strategy focuses on tech-enabled businesses where environmental sustainability is a key driver of accelerating growth. Inverness Graham executes a differentiated, repeatable model for value creation through its proprietary Strategic Platform Build approach. Founded by senior executives of the Graham Group, the firm builds upon a 60-year legacy of operational excellence, bringing substantial value creation resources and an innovative mindset to support its portfolio company partners. The firm has a track record of over 20 years, with more than 110 transactions and $1 billion in assets under management. Inverness Graham partners with exceptional leaders and provides business-building expertise and critical resources to accelerate the growth and potential of strong businesses. The firm's investment approach is as unique as its heritage, leveraging the 60-year operating legacy of the Graham Group to support its portfolio companies. Inverness Graham's portfolio includes companies such as Concord Servicing, a software-enabled platform for specialty loan servicing, and Custom Agronomics, a manufacturer of innovative nutrient use efficiency products. The firm continues to look for add-on acquisitions for its portfolio companies, targeting businesses with more than $5 million in revenues that provide recurring managed IT services to small and medium-sized businesses. The firm's commitment to environmental sustainability is evident in its Green Light strategy, which targets tech-enabled businesses where environmental sustainability is a key driver of accelerating growth.

Investment Focus

  • High-growth companies leveraging technology to transform traditional industries
  • Businesses in healthcare, tech-enabled services, software, advanced manufacturing, and environmental sustainability
  • Companies with more than $5 million in revenues providing recurring managed IT services to small and medium-sized businesses

Portfolio Companies

Concord ServicingCustom AgronomicsMy YieldCognito Forms

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Frequently asked questions about Inverness Graham Investments

What sectors does Inverness Graham Investments invest in?

Inverness Graham Investments invests in Healthcare, Software, Advanced Manufacturing, Tech-Enabled Services and Environmental Sustainability, and is based in Pennsylvania, United States. Inverness Graham Investments is listed as a private equity in the ConnectSafely investor database.

What stage does Inverness Graham Investments invest at?

Inverness Graham Investments backs companies at Early Stage, Growth and Buyout, writing cheques of 10M - 50M.

Which regions does Inverness Graham Investments invest in?

Inverness Graham Investments invests across United States.

What companies has Inverness Graham Investments invested in?

Inverness Graham Investments's portfolio includes Concord Servicing, Custom Agronomics, My Yield and Cognito Forms.

Last updated · Source: ConnectSafely investor database