Inverness Graham Overview

  • Investor Type
  • PE/​Buyout

  • Status
  • Active

  • Professionals
  • 27

Professionals

  • Investments
  • 88

  • Portfolio
  • 13

  • Exits
  • 24

Exits

Inverness Graham General Information

Company Description

Founded in 1996, Inverness Graham is a private equity firm based in Wayne, Pennsylvania. The firm prefers to invest in companies operating in technology, healthcare, software, tech-enabled services, advanced manufacturing, sports, education, energy transition, medical device manufacturing, information technology & data management, agtech, human capital management, biopharma, medical consumables, knowledge & learning, machine to machine connectivity, dental consumables, and environmental sustainability sectors across the United States. This firm is a Registered Investment Adviser (RIA).

Business Details

Website
www.invernessgraham.com
Formerly Known As
Inverness Capital Partners
Year Founded
2003
Investor Status
Actively Seeking New Investments
Primary Investor Type
PE/Buyout
Corporate Office
  • 1275 Drummers Lane
  • Suite 300
  • Wayne, PA 19087
  • United States
+1 (610)

Inverness Graham Investments (88)

Inverness Graham’s most recent investment was a with Bosco and Roxy's. The deal was made on 07-Mar-2025.

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
Bosco and Roxy's 07-Mar-2025 Other Consumer Non-Durables Generating Revenue
Zonar Systems 02-Dec-2024 Business/Productivity Software Profitable
Alliant 30-Oct-2024 Other Commercial Services Generating Revenue
Abenity 13-Aug-2024 Business/Productivity Software Generating Revenue
BenefitHub 29-Jul-2024 Debt - Acquisition Business/Productivity Software Generating Revenue
You’re viewing 5 of 88 investments. Get the full list »

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Inverness Graham Exits (24)

Inverness Graham has made a total of 24 exits. Its latest exit was from Concord Servicing on 27-Dec-2024. The exit was categorized as .

Company Name Exit Date Exit Type Exit Size
Concord Servicing 27-Dec-2024
Swipeclock 15-May-2024
Vista Apex Dental Products 03-Apr-2024
Syntrio 28-Dec-2023
Slwm 05-Jul-2022 Buyout/LBO
You’re viewing 5 of 24 exits. Get the full list »

Inverness Graham Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Inverness Graham FAQs

  • What is Inverness Graham?

    Founded in 1996, Inverness Graham is a private equity firm based in Wayne, Pennsylvania.

  • When was Inverness Graham founded?

    Inverness Graham was founded in 2003.

  • Where is Inverness Graham headquartered?

    Inverness Graham is headquartered in Wayne, PA.

  • What is Inverness Graham's total asset value?

    Inverness Graham has around in total assets under management.

  • How many investments has Inverness Graham made?

    Inverness Graham has made 88 investments.

  • What has Inverness Graham invested in?

    Inverness Graham has made numerous investments in companies like Bosco and Roxy's, Zonar Systems, and Alliant within the Consumer Non-Durables, Business/Productivity Software, and Commercial Services industries.

  • What has Inverness Graham invested in recently?

    Inverness Graham's latest investment was on 07-Mar-2025 in Bosco and Roxy's, a company within the Consumer Non-Durables industry.

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