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Inverness Graham | Company Profile

12/29/2025

Contact Information

👤
Inverness Graham
🏢
Inverness Graham
📍
1275 Drummers Ln, Suite 300, Wayne, Pennsylvania 19087, US

Industry & Market

Primary Industry
financial services
Location
Wayne, Pennsylvania, United States

Company Metrics

👥Total Employees
23
⚙️Engineering
N/A
💼Sales Team
N/A
📈Marketing
N/A
📅Founded
2003
💰Revenue
200M

Funding Information

Total Funding
$936.0M
Latest Stage
Other
Annual Revenue
$200,000,000

Headcount Distribution

Total Employees
23
Departments
19

By Department

Department Breakdown

Education
Operations
Finance
Entrepreneurship
Data Science
Accounting

Technology Stack

Analytics & Tracking

Data AnalyticsGoogle AnalyticsGoogle Tag Manager

Video & Media

VimeoYouTube

Email & Communication

Outlook
Total: 21 technologies

Keywords & Focus Areas

leveraged buyoutsmajority recapitalizationsplatform builds in the lower middle marketprivate equityfounder owned businessestechnology leverageprivate investment firmsoftware and tech-enabled servicestechnologyorganic growthenvironmental transition investmentsadvanced polymer tubingbusiness intelligenceadvanced manufacturingother financial investment activitiesiot and m2m solutionshealthcare investmentsb2bmanufacturingsustainable solutions+10 more
30 total keywords

Inverness Graham

Overview

Inverness Graham is a private investment firm based in Newtown Square, Pennsylvania. Founded by senior executives from the Graham Group, the firm specializes in acquiring and growing innovative businesses in advanced manufacturing, software, tech-enabled services, and healthcare. With over $1 billion in capital raised and more than $4 billion in principal investment experience, the firm focuses on creating strategic platforms of enduring value through both organic growth and acquisitions.

The firm partners closely with management teams to support growth strategies, providing operational resources and expertise. It targets companies with revenues between $10 million and $100 million and offers equity investments ranging from $40 million to $80 million. Its portfolio includes notable companies like Innovia Medical, which manufactures surgical products, and Concord Servicing, which provides financial technology solutions. Inverness Graham aims to foster innovation and operational excellence within its portfolio to create long-term value for a diverse range of customers.

Basic Information

Industry financial services
Founded 2003
Revenue $200M
Headquarters 1275 Drummers Ln, Suite 300, Wayne, Pennsylvania 19087, United States
Languages English
Alexa Ranking

Contact Details

Key Focus Areas & Initiatives

  • Leveraged buyouts
  • Majority recapitalizations
  • Platform builds in the lower middle market
  • Private equity
  • Founder owned businesses
  • Technology leverage
  • Private investment firm
  • Software and tech-enabled services
  • Technology transformation
  • Organic growth
  • Environmental transition investments
  • Advanced polymer tubing
  • Business intelligence
  • Advanced manufacturing
  • Other financial investment activities
  • IoT and M2M solutions
  • Healthcare investments
  • B2B
  • Sustainable solutions
  • Innovation
  • Industry expertise
  • Sustainability
  • Healthcare
  • Financial technology
  • Industry executive network
  • Proactive sourcing
  • Mergers and acquisitions
  • Heritage of Graham Group
  • Surgical products
  • Aerospace and defense systems
  • Investment legacy
  • Food safety and certification
  • Market research
  • Recycling and building products
  • Sustainable investing
  • Operational excellence
  • Growth capital
  • Operational value-add
  • Data analytics
  • Industry relationships
  • Strategic platform development
  • Environmental sustainability
  • Services
  • Medical device manufacturing
  • Acquisition strategy
  • Add-on acquisitions
  • Lab consumables and equipment
  • Risk management
  • Customer engagement
  • Operational partnerships
  • Acquisitions
  • Management consulting
  • Portfolio management
  • High-growth businesses
  • Management partnership
  • Consulting
  • Strategic platform build
  • Proprietary investment approach
  • Value creation strategy
  • Energy & utilities
  • Analytics
  • Information technology & services
  • Mechanical or industrial engineering
  • Environmental services
  • Renewables & environment
  • Health care
  • Health, wellness & fitness
  • Hospital & health care
  • Finance technology
  • Mergers & acquisitions

Technologies Used

  • AI
  • Adobe Media Optimizer
  • Amazon AWS
  • Amazon SES
  • Android
  • Apache
  • Cedexis Radar
  • Circle
  • Data Analytics
  • Google Analytics
  • Google Tag Manager
  • Gravity Forms
  • IoT
  • Mobile Friendly
  • Outlook
  • Remote
  • SharpSpring
  • Typekit
  • Vimeo
  • WordPress.org
  • YouTube

Affiliated Organizations & Regional Branches

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