Intermediaries image for selling and recapitalizing companies with finanical advisors

We understand the value a financial advisor brings to the table when their client is looking to sell or recapitalize their company. We work with financial advisors on the sell and buy side to help bring a growth-oriented equity solution to the table for their clients. Our focus and disciplined approach allows you to introduce your client to a qualified, highly motivated and focused prospective investor.

Download our investment criteria pdf


  • Team has more than $3B of principal investment experience across 100+ transactions
  • Inverness Graham/Graham Group have acquired businesses in over 30 industries
  • Senior investment team has an average of 16+ years working together
  • Ability to respond quickly and decisively in a transaction process
  • Solid relationships in place with a full range of lenders for all business situations
  • Strong deal-flow for platform build strategies
  • Internal and external operating partner resources to support portfolio companies as they execute their strategies to build value
  • Given our heritage as both operators and investors, we understand the complex decision process that owners are faced with as they consider their financial options.

The Fund Overview

Industry Focus: Generalist
Company Focus: Innovative Manufacturing, Technology & Service Companies
Transaction Types: Leveraged Buyouts, Recapitalizations, Platform Builds
Ownership: More than 50%, Control
Equity Investment Range: $5M to $35M+
Target Company Revenue: $10M to $50M+
Target Company EBITDA: $2M to $10M+
Enterprise Value: $20M to $75M+
Add-ons: No Size Constraint