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Inverness Graham

Private equityWayne, United StatesFounded 1996invernessgraham.comVerified 9 Nov 2026

Inverness Graham is an operationally focused private investment firm that acquires and partners with lower middle market businesses leveraging technology. The firm focuses on driving organic growth and scaling platforms through add-on acquisitions across healthcare, tech-enabled services, software, advanced manufacturing, and sustainability sectors.

StagesGrowth · Buyout
TicketEquity Investment Range: $40M – $80Mquoted from their site
Business modelB2B
Invests inUS
Deals recorded19 since 2004
Fund sizeWith more than $1.8 billion in assets under management de…quoted from their site

What they invest in

  • Inverness Graham is an operationally focused private investment firm that seeks to partner with innovative, high-growth businesses leveraging technology in healthcare, tech-enabled services / software , advanced manufacturing, and sustainability source
  • Inverness Graham executes a proprietary Strategic Platform Build approach, focusing on driving both organic and acquisitive growth as a means of accelerating strategic transformation and value creation. source

All investments and operations

19 operations
CompanyRoundAmountDateCo-investorsSource
Axcel Learning
Technology-Enabled Services / Software
––2026–Portfolio page
EasyLlama
Technology-Enabled Services / Software
––2026–Portfolio page
Cognito Forms
Technology-Enabled Services / Software
––2025–Portfolio page
Alliant
Technology-Enabled Services / Software
––2024–Portfolio page
BenefitHub
Technology-Enabled Services / Software
––2024–Portfolio page
Innovia Medical––2023–Portfolio page
Concord Servicing
Sustainability / Technology-Enabled Services / Software
––2022–Portfolio page
Custom Agronomics
Sustainability / Advanced Manufacturing
––2022–Portfolio page
Biolyst Scientific
Healthcare / Advanced Manufacturing
––2020–Portfolio page
Syntrio––2019–Portfolio page
Show all 19 operations
Corsica Technologies
Technology-Enabled Services / Software
––2018–Portfolio page
EiKO Global
Advanced Manufacturing
––2018–Portfolio page
Zonar––2017–Portfolio page
Danville
Healthcare / Advanced Manufacturing
––2013–Portfolio page
AdvancedCath
Healthcare / Advanced Manufacturing
––2011–Portfolio page
B&B Electronics
Advanced Manufacturing
––2008–Portfolio page
ExtruMed
Healthcare / Advanced Manufacturing
––2005–Portfolio page
DemandPoint
Technology-Enabled Services / Software
––2004–Portfolio page
Energy Solutions International
Technology-Enabled Services / Software
––2004–Portfolio page

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