Inverness Graham Acquires Concord Servicing

Concord Offers Custom Financial Technology Solutions

Wayne, PA, February 15, 2022 – Inverness Graham, a private investment firm that targets innovative tech-enabled manufacturing, service and software companies, announced today that it has acquired Concord Servicing Corporation, Inc. (“Concord”). Based in Scottsdale, AZ, Concord offers a broad array of custom financial technology solutions to the specialty loan market serving the solar, home efficiency and vacation markets. This is the fourth platform investment in Inverness Graham IV, a $415M fund raised in 2019.

“Concord leverages its investments in purpose-built technology, along with market specific expertise, to deliver world class services for its customers at any scale,” stated Michael Morrissey, Managing Principal of Inverness Graham. “Management has built a proven, dependable, and market-leading servicer of loan portfolios that provides unsurpassed quality in servicing for originators, owners, and lenders across a range of attractive, high growth end-markets.”

Mark Johnson, CEO of Concord, stated “Concord’s commitment to providing clients unsurpassed quality and value across a wide array of servicing solutions, and to providing associates a terrific place to work and grow, will continue to serve our organization, our customers and our workforce exceptionally well. Partnering with Inverness Graham provides us access to capital and resources to expand our capabilities, leverage our market leading position in solar & home improvement, state energy, and vacation markets while expanding into attractive new markets.”

Faegre Drinker advised Inverness Graham. Aeris Partners served as the exclusive advisor to Concord.

Terms of the acquisition were not disclosed.



Headquartered in Wayne, PA, Inverness Graham is an operationally focused private investment firm that has raised over $1 Billion of capital since inception. Inverness Graham acquires innovative tech-enabled manufacturing, service and software companies. Our approach is as unique as our heritage. Founded by senior executives of the Graham Group, a family owned multi-national industrial concern, we bring unparalleled resources developed over a 50-year operating history to support our portfolio companies. Inverness Graham partners with businesses to provide the financial and operational support necessary to accelerate growth while enabling owners to achieve their key liquidity objectives.


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