Inverness Advisors

Inverness Advisors Overview

Service Financing Advisory
Founded 2009
Serviced Companies 65
Serviced Deals 50
Serviced Investors 1

Inverness Advisors General Information


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

Contact Information

Year Founded
Service Provider Type
Financing Advisory
Primary Office
  • 601 Montgomery Street
  • Suite 810
  • San Francisco, CA 94111
  • United States
+1 (415) 000-0000

Inverness Advisors Services to Companies

Service on a Deal (50)

Company Name Service Provided Deal Date Deal Type Deal Amount
Vehicle Agency Advisor: General Apr 2018 00000 0000000
000 0000 0000 Advisor: General Sep 2017 00000 0000000
0000000 0000000 Advisor: General Mar 2017 00000 0000000
0000000 Advisor: General Sep 2015 00000 0000000
00000000000 Advisor: General Jun 2014 00000 0000000
000 00000000 00000 Advisor: General Mar 2014 00000 0000000
0000000 Advisor: General Oct 2013 00000 0000000
00000 000000000000 Advisor: General Jul 2011 00000 0000000
Vidient Systems Advisor: General Apr 2011 00000 0000000
KickApps Advisor: General Nov 2008 00000 0000000
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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 (10)

Name Title Deals Office Contact
Derek Mattson Co-Founder & Managing Director San Francisco, CA
Tom Peters Co-Founder & Managing Director San Francisco, CA
Robert Valdez Managing Director San Francisco, CA
David Raksin Director San Francisco, CA
Jeff Cruz Director San Francisco, CA

4 Former Team Members