Inverness Graham Announces Governance, Risk and Compliance Platform

Philadelphia, PA, June 24, 2019 – Inverness Graham Investments, a private investment firm that targets innovative tech-enabled manufacturing, service and software companies, announced today that it has acquired Syntrio, Inc. (“Syntrio”) and Lighthouse Services, Inc. (“Lighthouse”) to create an industry leading Governance, Risk and Compliance (“GRC”) solutions company. Based in Chicago, IL, Syntrio is a leading provider of proprietary online compliance, ethics and workplace training courses. Lighthouse, based in Blue Bell, PA, is a premier provider of reporting hotline services managed through a proprietary case management software solution. Together, the combined business will provide an integrated GRC solution to address the ethics, compliance, workplace reporting and case management needs of U.S. companies.

“The combination of Syntrio and Lighthouse represents an opportunity to build a rapidly growing provider of Governance, Risk & Compliance solutions,” stated Michael Morrissey, Managing Principal of Inverness Graham. “Employees today want to work for great companies with inclusive work environments. Human resources and compliance within enterprises of all sizes can help to deliver that with our integrated GRC solutions. Inverness Graham intends to support the management team to drive continued organic growth while pursuing acquisitions to deliver more proprietary content and software solutions to the market.”

Bette Tomaszewicz, CEO of the combined companies, stated, “Together, Syntrio and Lighthouse now have a greater ability to offer the marketplace a combination of exceptional ethics and compliance training as well as hotline reporting services to help our customers manage the complex regulatory and ethical challenges in the workplace.”

Andy Bronstein, founder of Lighthouse Services, said, “We are excited to join forces with Syntrio. The merged companies will provide our customers with even more value together through our integrated solution and a world-class user experience.”

Inverness Graham is pursuing strategic add-on acquisitions to build out the company’s proprietary e-learning content library and enhance and expand additional software solutions to build value for its customers.

Terms of the acquisition were not disclosed. Drinker Biddle & Reath LLP represented Inverness Graham.

About Inverness Graham Investments

Headquartered in Newtown Square, PA, Inverness Graham is an operationally focused private investment firm with over $500 million of assets under management. 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.

For further information, contact:

Matt Moran (
Phone: 610-722-0300
Fax: 610-251-2880