Inverness Advisors Overview

  • Service
  • Financing Advisory

  • Year Founded
  • 2009

Year Founded

  • Employees
  • 6


  • Serviced Companies
  • 70

  • Serviced Deals
  • 52

  • Serviced Investors
  • 7

Inverness Advisors General Information


Founded in 2009, Inverness Advisors is a strategic advisory firm headquartered in San Francisco, California. The firm represents clients in mergers, acquisitions, capital raising, and other strategic transactions. Inverness Advisors serves middle-market and growth-stage companies in cybersecurity, financial technology, advertisement technology, mobile communications, software as a service, gaming, publishing, consulting, information technology, media, and enterprise services sectors.

Contact Information

Year Founded
Service Provider Type
Financing Advisory
Corporate Office
  • San Francisco, CA 94111
  • United States
+1 (415) 000-0000

Inverness Advisors Services to Companies

Service on a Deal (52)

Company Name Service Provided Deal Date Deal Type Deal Amount
SSI Strategy Advisor: General Dec 2020 00000 0000000
Vehicle Agency Advisor: General Apr 2018 00000 0000000
New Home Feed Advisor: General Sep 2017 00000 0000000
Instant Channel Advisor: General Mar 2017 00000 0000000
ECI Software Solutions Advisor: General Oct 2016 00000 0000000
Go2mobi Advisor: General Sep 2015 00000 0000000
Cliptamatic Advisor: General Jun 2014 00000 0000000
FileTek Advisor: General Oct 2013 00000 0000000
Aviir Lead Manager or Arranger Jun 2013 00000 0000000
Acura Pharmaceuticals Advisor: General Jul 2011 00000 0000000
You’re viewing 10 of 52 services to companies. Get the full list »

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Inverness Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Inverness Advisors Team (11)

Name Title Deals Office
Derek Mattson Co-Founder, Founding Partner & Managing Director San Francisco, CA
Tom Peters Co-Founder & Managing Director San Francisco, CA
Adam Golden Managing Director San Francisco, CA
David Raksin Managing Director San Francisco, CA
Robert Valdez Managing Director San Francisco, CA
You’re viewing 5 of 11 team members. Get the full list »

Inverness Advisors FAQs

  • When was Inverness Advisors founded?

    Inverness Advisors was founded in 2009.

  • Who is the founder of Inverness Advisors?

    Derek Mattson, Tom Peters, and David Stubbs are the founders of Inverness Advisors.

  • Where is Inverness Advisors headquartered?

    Inverness Advisors is headquartered in San Francisco, CA.

  • What is the size of Inverness Advisors?

    Inverness Advisors total number of employees/professionals is 6.

  • What service provider type is Inverness Advisors?

    Inverness Advisors's service provider type is Financing Advisory.

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