INVERNESS GRAHAM INVESTMENTS, INC.
INVERNESS GRAHAM INVESTMENTS, INC. is a Series C+ and buyout fund in the US writing $40M–$80M checks into Climate, Enterprise, Healthcare, advanced-manufacturing, software, it-data-management, human-capital-management, knowledge-learning and machine-to-machine-connectivity.
- Stages
- Series C+, buyout
- Sectors
- Climate, Enterprise, Healthcare, advanced-manufacturing, software, it-data-management, human-capital-management, knowledge-learning, machine-to-machine-connectivity
- Check size
- $40M–$80M
- Invests in
- US-wide
- Round role
- Leads rounds
- Actively investing
- Yes
- Founded
- 1996
- Assets under management
- $1.8B+
- Website
- invernessgraham.com
Thesis
Inverness Graham Investments, Inc. is a private equity firm founded in 1996, headquartered in Wayne, Pennsylvania. It operates with a strategic focus on acquiring and growing innovative, high-growth businesses that leverage technology to transform traditional industries. The firm's investment thesis centers on a 'Strategic Platform Build' approach, aiming to create enduring value through organic growth and strategic acquisitions. They primarily target companies in the lower-middle market, seeking majority control. Their focus sectors include Healthcare (medical device manufacturing, medical consumables, lab/bio-pharma consumables), Tech-Enabled Services/Software (IT & Data Management, Human Capital Management, Knowledge & Learning, Machine-to-Machine Connectivity), Advanced Manufacturing (industrial goods, manufacturing), and Sustainability (through its 'Green Light' strategy targeting technology-enabled businesses where environmental sustainability drives growth). Inverness Graham prefers buyouts and growth investments in companies with revenues between $10 million and $100 million and EBITDA up to $20 million. Their equity investments typically range from $40 million to $80 million per deal. The firm primarily invests in North American technology companies. As of December 31, 2025, AUM was approximately $1.57 billion, and following the closing of their fifth buyout fund at $400 million, total AUM has surpassed $1.8 billion. They manage multiple fund types, including 'Flagship Funds' and the 'Green Light Fund'.
Common questions
Does INVERNESS GRAHAM INVESTMENTS, INC. invest at the Series C+ stage?
Yes. INVERNESS GRAHAM INVESTMENTS, INC. lists Series C+ and buyout among the stages it invests in.
What check size does INVERNESS GRAHAM INVESTMENTS, INC. write?
INVERNESS GRAHAM INVESTMENTS, INC. writes $40M–$80M checks.
Where does INVERNESS GRAHAM INVESTMENTS, INC. invest?
INVERNESS GRAHAM INVESTMENTS, INC. invests in the US.