Partnering With Innovative Market Leaders

We partner with and invest in high-growth, innovative advanced manufacturing, software, and tech-enabled services companies with leading market positions.

By employing a unique strategic platform build approach and leveraging the 60-year operating heritage of the Graham Group, we support our management teams to drive organic growth while helping scale our platforms strategically through add-on acquisitions. To discuss new investment opportunities, please contact Matt Moran.

Investment Criteria: Majority Control                                    Target Company Revenue: $10M – $100M

Equity Investment Range: $10M – $50M                             Target Company EBITDA: $2M – $20M

Vertical Areas of Expertise

Medical Contract Manufacturing

IT & Data Management

Human Capital Management

Knowledge & Learning

Advanced Manufacturing

Wireless Connectivity

Food & Ag Technology & Manufacturing

Lab & BioPharma

Building Value Through Strategic Transformation

Explore the four Key Levers that are the hallmark of Inverness Graham's approach to identifying and building value.

01 Alignment of Interests
02 Operational Value-Add
03 Platform Build
04 Industry Executive Partner Program
01 Alignment of Interests
02 Operational Value-Add
03 Platform Build
04 Industry Executive Partner Program

An Authentic Approach To Partnership

Inverness Graham seeks to partner with owner operators and management teams who wish to remain actively involved post-transaction in management or board roles and retain significant equity ownership stakes.

Unparalleled Operating Resources

Led by Inverness Graham's Value Creation Group, our full time internal operating team, IGI leverages over 25+ operating partners. This group is comprised of world-class resources in all key functional areas and is at the ready to support our portfolio company management teams as needed.

Accelerating Growth With Strategic Acquisitions

Inverness Graham is a platform-build specialist. We partner with founding owners and management to focus on both organic and acquisitive growth to drive scale and value creation.

Industry Expertise & Relationships

IGI is currently engaged with over 25+ Industry Executive Partners. IEPs are current and former executives with in-depth vertical market expertise who bring industry perspective and contacts to support management teams to achieve their key growth initiatives.

Environmental Sustainability Now.

The Green Light strategy will continue the investment strategy of the Flagship Funds (focused primarily on “Strategic Platform Builds” of companies with EBITDA up to $10 million), but with a specific emphasis on companies that are accelerating the transition to a more environmentally sustainable future.

For the past twenty years, Inverness Graham has invested in innovative companies where technology is transforming traditional industry and driving accelerated growth. We believe that, in today’s economy, accelerating demand for environmentally sustainable solutions is transforming every industry as businesses strive to rapidly reduce their carbon footprint and improve environmental outcomes of their products, processes and supply chains. We believe that there are opportunities for investment in companies with existing solutions that enable a reduced carbon footprint and / or the protection and maximization of natural resources. In contrast to investing in nascent technologies which we believe may not be deployable at scale for decades, the Green Light strategy is primarily focused on acquiring and scaling businesses that offer existing solutions and address the Green Light strategy’s investment imperative: “Environmental Sustainability Now.”

Inverness Graham’s focused Green Light strategy targets businesses that are drivers and beneficiaries of the important acceleration towards a more environmentally sustainable future and builds on the firm’s heritage from Graham Recycling to Graham Architectural Products to today’s Graham Sustainability Institute at the University of Michigan.

Investment Criteria: Majority Control                                   Target Company Revenue: $10M – $100M

Equity Investment Range: $20M – $50M                            Target Company EBITDA: Up to $10M

AgTech Transition

Energy Transition

Industrial Transition

Built World Transition

Partnering With Industry Executives

Inverness Graham leverages a broad network of Industry Executive Partners (“IEPs”) to not only support its portfolio company management teams as they work to accelerate growth, but also to develop thesis-driven investment themes and conduct proactive target searches to create new platforms in attractive markets.

IEPs are current and former executives that posses deep vertical market expertise and a history of exceptional leadership, typically at the C-Suite level. IEPs serve as advisors and resources for Inverness Graham portfolio companies, helping to open doors into adjacent markets, new customer introductions and drive growth across our platforms to help our management teams achieve their key objectives.

With respect to new investment opportunities, Inverness has partnered with a diverse group of IEPs to pursue new platform investments in several exciting verticals. We partner with IEPs at every step of the transaction process, from investment theme development and proactive sourcing, to conducting due diligence and post-transaction support of growth and strategy initiatives.

To learn more about our Industry Executive Partner Program, please contact Matt Howard.

Explore our Industry Executive Partner Program

Partnering With Outstanding Industry Leaders