Inverness Graham Investments
PE / VC
2008
$1 300 M
State College, Pennsylvania, United States
Investment Ticket
Investment Horizon
Investment Stage
Exit Strategy
Profile
Inverness Graham is a Philadelphia based buyout firm that acquires innovative companies where technology is transforming traditional industry. The firm’s Flagship strategy focuses on high-growth businesses leveraging technology in Healthcare, Software and Advanced Manufacturing. The firm’s Green Light strategy targets technology-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.
Industry
Region of investment
Inverness Graham Investments Funds
| Name | Type |
|
|
|
Size | AUM | Launch date |
|---|---|---|---|---|---|---|---|
|
Inverness Graham Acquires Concord Servicing
|
Private Equity (PE)
|
Chemicals
Software
|
Series B
Late Stage (Series C+)
|
North America
|
$5-10 m
|
$415 M
|
February 2022
|
|
Inverness Graham Closes $238M Green Fund
|
Private Equity (PE)
|
Chemicals
Energy
|
Series B
Late Stage (Series C+)
|
North America
|
$5-10 m
|
$238 M
|
October 2024
|
|
Inverness Graham Investments I, L.P.
|
Private Equity (PE)
|
Education
Healthcare Services
Industrial
SaaS
Security
Software
Energy
HealthTech
|
Series B
Late Stage (Series C+)
|
North America
|
$5-10 m
|
—
|
October 2003
|
|
Inverness Graham Investments III, L.P.
|
Private Equity (PE)
|
Education
Robotics
SaaS
Security
Software
HealthTech
|
Series B
Late Stage (Series C+)
|
North America
|
$5-10 m
|
$283 M
|
June 2015
|
