Investment Strategy

Inverness Graham is an operationally focused private equity firm that seeks to acquire high growth, technology enabled manufacturing and service companies. Working in partnership with management teams, Inverness Graham provides the capital, contacts and guidance needed to drive growth and deliver superior shareholder returns.

Inverness Graham focuses exclusively on lower middle market transactions — investing equity capital in companies with enterprise values of less than $75M and EBITDA between $3M and $10M. For larger transactions, additional resources are available from other Graham Group entities and our limited partners.

Inverness Graham targets high growth technology enabled manufacturing and service companies in industry segments where innovatin is driving growth, such as:

• Medical/Pharma Manufacturing & Processing
• Energy, Power & Water (Production, Storage, Distribution)
• Enabling Technologies (Wireless, Software, Sustainability, etc.)

Inverness Graham focuses rigorously on four Key Investment Criteria that the Manager seeks in every investment it makes: