Inverness Graham Raises $415 Million for Latest Fund

Philadelphia, PA, July 23, 2019 – Inverness Graham Investments, a lower middle market private investment firm, today announced the close for Inverness Graham Investments IV (“IGI‐IV”). Inverness Graham held the first and final close of IGI‐IV in March of this year at $415 million, eclipsing its $300 million target and meeting its hard cap in less than four months. The firm did not use a placement agent.

IGI‐IV will continue its strategy of acquiring high growth, technology enabled businesses with a buy and build approach leveraging the 50‐year operating history of the Graham Group. The firm typically invests in companies with enterprise values of less than $100 million and EBITDA between $3 and $10 million. The firm has completed 57 transactions, including 21 platform companies, since inception.

“We are delighted by the outcome of fundraising for IGI‐IV and appreciative of the strong support from both new and existing investors alike,” said Ken Graham, Managing Principal at Inverness Graham. “We believe this success is a testament to our experienced team, consistent and strong track record, and differentiated, repeatable model for value creation. We look forward to continuing to partner with great management teams and build businesses of enduring value.”

IGI‐IV includes commitments from a diverse group of U.S. and European investors including pension funds, endowments and foundations, insurance companies, fund of funds and family offices.

About Inverness Graham:

Headquartered in Newtown Square, PA, Inverness Graham is an operationally focused private investment firm that has raised over $950 million in capital since its founding. 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.