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.
An Authentic Approach To Partnership
Unparalleled Operating Resources
Accelerating Growth With Strategic Acquisitions
Industry Expertise & Relationships
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.
