Alan joined Inverness Graham as part of the Value Creation Group in 2018. Alan’s responsibilities include driving strategic and financial initiatives across the portfolio, partnering with portfolio company CFOs to enhance business visibility, supporting financial diligence for new acquisitions, and preparing portfolio companies for exit.

Prior to joining Inverness Graham, Alan was a Senior Associate within EY’s Assurance practice, serving clients within the Energy and Manufacturing industries and specializing in data analytics.

Alec joined Inverness Graham in 2022. His responsibilities include sourcing and evaluating new investment opportunities, negotiating acquisition, and financing transactions, and providing post investment support for a number of Inverness Graham Green Light Fund portfolio companies.

Alec joined Inverness Graham from TruArc Partners, where he first joined in 2019 and most recently worked as a Senior Associate. Previously, Alec was with Bank of America Merrill Lynch in investment banking.

Alexis joined Inverness Graham in 2017. Her responsibilities include assisting the Firm with daily administrative and office duties, accounts payable and expense reporting.

Prior to joining Inverness Graham, Alexis was an Administrative Assistant at Drexel College of Medicine for the of Division Gastroenterology and Hepatology. She also worked at Walt Disney World in Orlando, FL.

Aliya joined Inverness Graham in 2008. She serves on the Flagship Fund Investment Committee. Her responsibilities include sourcing new investment opportunities, negotiating acquisition and financing transactions, and providing post investment support for a number of Inverness Graham’s current portfolio companies.

Prior to joining Inverness Graham, Aliya worked at Mufson Howe Hunter & Company. She worked on all facets of investment banking engagements for middle market growth companies, including financial and valuation analysis, preparing information memoranda and coordinating due diligence.

Andrew joined Inverness Graham in 2024. His responsibilities include evaluating new investment opportunities, conducting due diligence, and providing post investment support for a number of Inverness Graham’s current portfolio companies.

Prior to joining Inverness Graham, Andrew completed internships with Inverness Graham and Susquehanna International Group, a global quantitative trading firm.

Bob joined Inverness Graham as part of the Value Creation Group in 2022. His responsibilities include serving on Inverness Graham portfolio company boards and as an advisor to various portfolio company CEOs and management teams, as well as supporting due diligence of investment opportunities in specific markets aligned with his background and experience.

Prior to joining Inverness Graham, Bob was a Partner at AGC Partners, a leading technology focused investment bank, where he specialized in the SaaS/software, technology infrastructure and HCIT markets. Bob is also a seasoned entrepreneur and the former CEO and President of Liaison Technologies, a company which he founded and grew to become a leading data management and integration solutions provider with over 500 employees worldwide. There, he completed and fully integrated 11 buyside transactions, and in 2018, he guided the company to its successful $310 million exit to a strategic buyer, Canada’s largest software company, OpenText.

Chet joined Inverness Graham in 2023. His responsibilities include evaluating new investment opportunities, conducting due diligence, and providing post investment support for a number of Inverness Graham’s current portfolio companies.

Prior to joining full-time, Chet completed an internship with Inverness Graham.

Chris joined Inverness Graham in 2011. His responsibilities include sourcing new investment opportunities, negotiating acquisition and financing transactions, and providing post investment support for a number of Inverness Graham’s current portfolio companies.

Prior to joining Inverness Graham, Chris worked at Boenning & Scattergood, Inc. He worked on all facets of investment banking engagements for middle market growth companies, including financial and valuation analysis, preparing information memoranda and coordinating due diligence.

Denis joined Inverness Graham in 2013. His responsibilities include sourcing new investment opportunities, negotiating acquisition and financing transactions, and providing post investment support for a number of Inverness Graham’s current portfolio companies.

Prior to joining Inverness Graham, Denis held numerous positions at KPMG and PwC. At KPMG, he worked in the Transactions & Restructuring Group.

DJ joined Inverness Graham in 2023. His responsibilities include evaluating new investment opportunities, conducting due diligence, and providing post investment support for a number of Inverness Graham’s current portfolio companies.

Prior to joining Inverness Graham, DJ was a Senior Associate at Quad Partners, where he worked with education technology companies, and an Investment Banking Analyst with Cantor Fitzgerald covering the Healthcare sector.

Garrett has been engaged at Inverness Graham for over a decade in various capacities (Industry Executive Partner, portfolio company CEO, Senior Operating Partner). He brings over 30 years of extensive operating and executive leadership skills and accomplishments in business and philanthropy. His experience includes transformative board service at for-profit, non-profit, public and privately held companies, largely in the dental market.

He is currently Board Chairman at Vista Apex, an InterMed company and Inverness Graham portfolio company, and previously served as Chairman and CEO of Danville Materials, an Inverness Graham portfolio company and developer and manufacturer of dental materials that the Firm successfully exited in 2016 under Garrett’s leadership.

Garrett began his career at Sybron Dental Specialties, a Danaher company, and held various management, executive and President positions throughout his 23-year tenure with Sybron/Danaher.

Greta joined Inverness Graham in 2022. Her responsibilities include supporting the Firm’s capital raising and investor relations activities, as well as contributing to the Firm’s stakeholder efforts including sustainability.

Prior to joining Inverness Graham, Greta was a Junior Account Executive on the Brand Partnerships team at Triller, where she was responsible for developing and maintaining brand relationships and strategizing, executing and reporting on digital and experiential campaigns for partners.

Ian joined Inverness Graham in 2023. His responsibilities include evaluating new investment opportunities, conducting due diligence, and providing post investment support for a number of Inverness Graham’s current portfolio companies.

Prior to joining Inverness Graham, Ian completed internships with Inverness Graham and ScottMadden, a management consulting firm.

Jack joined Inverness Graham in 2024. His responsibilities include evaluating new investment opportunities, conducting due diligence, and providing post investment support for a number of Inverness Graham’s current portfolio companies.

Prior to joining Inverness Graham, Jack completed internships with Inverness Graham and Broadridge Financial Solutions.

Jeff joined Inverness Graham as part of the Value Creation Group (VCG) in 2024. He leads VCG’s growth function, working closely with portfolio company management teams post-acquisition to drive value creation and continuous improvement.

Prior to joining Inverness Graham, Jeff served in several sales leadership positions, including as Chief Revenue Officer at Qualifacts, where he managed the revenue teams to drive the growth of the business from $20M to $170M. Jeff’s experience in this role involved multiple acquisitions and integrations as well as the successful exit to Warburg Pincus. In addition, Jeff has led sales organizations and teams for prominent healthcare providers such as Change Healthcare and McKesson Provider Technologies.

Jeff is a seasoned executive with over 30 years of experience leading all aspects of the go-to-market functions, including sales, marketing, and account management, specializing in SaaS solutions, technology-enabled services, medical devices, disposable supplies and capital equipment.

Jennifer joined Inverness Graham in 2024. Her responsibilities include supporting the Firm’s capital raising and investor relations activities, as well as contributing to the Firm’s stakeholder efforts including sustainability.

Prior to joining Inverness Graham, Jennifer was a Senior Investment & Portfolio Strategist within PNC Bank’s Asset Management Division. While there, she supported institutional and ultra-high-net-worth investors with their sustainable and responsible investing processes.

Jim joined Inverness Graham as part of the Value Creation Group in 2023. His responsibilities include serving on Inverness Graham portfolio company boards and as an advisor to various portfolio company CEOs and management teams, as well as supporting due diligence of investment opportunities in specific markets aligned with his background and experience.

Jim brings over 35 years of progressive executive experience in the highly regulated pharmaceutical, health & wellness, and consumer products sectors. As a seasoned leader, he has successfully guided four companies as President and CEO, enabling stakeholders and investment partners to achieve favorable outcomes.

Most recently, he transformed 22nd Century Group from a plant-based R&D biotechnology asset into a publicly traded, vertically integrated contract development and manufacturing organization (CDMO), serving the health and wellness consumer market. Jim’s transaction experience includes leading the private equity carve-out of Noramco from Johnson & Johnson/Janssen Pharmaceuticals and orchestrating the successful multi-billion-dollar exit of International Specialty Products (ISP) to a strategic buyer.

John joined Inverness Graham in 2011. He is active across the Flagship Funds and Green Light Fund. His responsibilities include financial administration, reporting, budgeting, forecasting and cash management, as well as overall firm compliance. Additionally, John is responsible for all accounting and reporting to limited partners and provides transaction and post-investment support for a number of Inverness Graham’s current portfolio companies.

Prior to joining Inverness Graham, John held various accounting management positions for nine years at KPMG LLP, most recently as Senior Manager, Audit. Prior to KPMG LLP, John was a Senior Associate, Audit & Business Advisory Services, for Arthur Andersen LLP.

Ken Graham is the Founder and Chairman of Inverness Graham. He is a member of Inverness Graham’s Executive Leadership Group and serves on both the Flagship Fund and Green Light Fund Investment Committees. Ken oversees all activities of the firm, including investment sourcing, evaluation, monitoring and divestiture.

Prior to forming Inverness Graham, Ken served as Senior Vice President of Graham Packaging Company, heading Latin American Operations, Global Business Development and the Tetra Pak/Graham Global Alliance, and as Executive Chairman of Graham Engineering Corporation. Earlier in his career, Ken served as Director of Business Development for Superconducting Core Technologies and as a manager for turnaround consultants Mackenzie, Hovey and Associates.

He serves on the Board of Directors of U.S. Ski & Snowboard, Thomas Jefferson University Health System and Thomas Jefferson University Hospital and remains active in numerous other professional and philanthropic organizations.

Ken earned his B.A. from Dartmouth College and his M.B.A. from the Amos Tuck School of Business, Dartmouth College.

Kohl joined Inverness Graham in 2022. His responsibilities include evaluating new investment opportunities, conducting due diligence, and providing on-going support and supervision for Inverness Graham’s current portfolio companies.

Prior to joining Inverness Graham, Kohl completed internships with Inverness Graham and Dragonfly, where he focused on M&A transaction in the eCommerce space.

Luke joined Inverness Graham in 2020. His responsibilities include evaluating new investment opportunities, conducting due diligence, and providing post investment support for a number of Inverness Graham’s current portfolio companies.

Prior to joining Inverness Graham, Luke held an investment banking internship at Deutsche Bank in its Healthcare Group.

Marla joined Inverness Graham in 2015. Her responsibilities include coordination of executive calendars, arranging travel, meeting planning, and day-to-day office management.

Prior to joining Inverness Graham, Marla was an Executive Assistant at Conshohocken-based Amerisource Bergen, one of the top three pharmaceutical wholesale distribution firms in the world.  There, she assisted several C-suite executives including the Chief Information Officer and Chief Strategy Officer. Prior to working at AmerisourceBergen, she was a Meetings and Travel Operations Manager at PLANCO/The Hartford. She began her career at Vanguard.

Matt joined Inverness in 2020. His responsibilities include sourcing and evaluating new platform investment opportunities and managing the Firm’s Industry Executive Partner (IEP) program, where he focuses on identifying and recruiting seasoned industry executives to support ongoing, thematic origination efforts as well as in support of portfolio company needs.

Prior to joining Inverness Graham, Matt was an Associate at CBIZ CMF in its Private Equity practice and an Investment Banking Analyst at ArkMalibu.

Matt joined Inverness Graham in 2010. He is active across the Flagship Funds and Green Light Fund. His responsibilities include leading and managing the Firm’s origination efforts, working with Inverness Graham’s portfolio companies to develop and execute M&A strategies, and managing the Firm’s investment banking and key intermediary relationships in the middle market.

Prior to joining Inverness Graham, Matt worked at Laurel Capital Partners where he made growth equity and buyout investments in lower middle market technology, manufacturing and services businesses.

Michael joined Inverness Graham in 2004. He is a member of Inverness Graham’s Executive Leadership Group and serves on both the Flagship Fund and Green Light Fund Investment Committees. His deal responsibilities include sourcing and assessing investment opportunities, coordinating financial and operational due diligence, negotiating acquisition and financing transactions and working with management teams post-acquisition.

Prior to joining Inverness Graham, Michael was a Vice President of Business Development with Boston-based Audax Group, a multi-billion-dollar private equity firm that manages both leveraged buyout and mezzanine debt funds. He also served as a strategy consultant in Bain & Company’s private equity practice. Before joining Bain, Michael was an entrepreneur who raised start-up capital and co-founded a multi-location consumer products manufacturer. Prior to the start-up, he operated and sold a hardware products business.

Mike joined Inverness Graham as part of the Value Creation Group in 2022. His responsibilities include serving on Inverness Graham portfolio company boards and as an advisor to various portfolio company CEOs and management teams, as well as supporting due diligence of investment opportunities in specific markets aligned with his background and experience.

Mike is an executive with 20+ years of progressive global SaaS experience spanning data, media and IoT. Prior to joining Inverness Graham, Mike led four companies as CEO, including RISI, Wyless, MSC Sense and DTiQ, where he helped stakeholders and investment partners generate strong results. Additionally, he served as COO at KORE Wireless following the company’s acquisition of Wyless, where he helped to drive integration and capture synergies. He previously spent four years in varying senior roles in a multi-billion-dollar public company.

Paul joined Inverness Graham in 2012. He serves on the Green Light Fund Investment Committee. His responsibilities include sourcing new investment opportunities, coordinating financial and operational due diligence, negotiating acquisition, and financing transactions, and providing post investment support for a number of Inverness Graham Green Light Fund portfolio companies.

Paul joined Inverness Graham from Graham Partners, where he worked from 2004 to 2010.

Ryan joined Inverness Graham in 2019. He is a senior member of the Green Light Fund Investment Team. His responsibilities include sourcing and evaluating new investment opportunities, negotiating acquisition, and financing transactions, and providing post investment support for a number of Inverness Graham Green Light Fund portfolio companies.

Prior to joining Inverness Graham, Ryan was a Vice President at H.I.G. Capital, where he first joined in 2010. Previously, Ryan was with Bank of America Merrill Lynch in investment banking.

Scott is a co-founder of Inverness Graham and currently serves as a Senior Advisor. He previously, along with the other Managing Principals, shared responsibility for all major operational functions of the firm, including investment sourcing, structuring, negotiating, divesting and working with portfolio companies.

Prior to joining Inverness Graham, Scott was a Senior Manager with Ernst & Young where he was a key player in the launch of two businesses – E&Y’s Strategic Advisory Services practice (corporate strategy consulting to Fortune 500 clients) and Connected Enterprise Solutions (start-up electronic commerce software and services business). He has extensive experience assisting Fortune 500 companies in developing and executing growth-oriented strategies.

Sean joined Inverness Graham in 2014 and is a member of the Value Creation Group. His responsibilities include leading the talent function both internally and at Inverness Graham’s portfolio companies, as well as assisting in post-investment growth initiatives across the portfolio.

Prior to joining Inverness Graham, Sean was an Assistant Vice President in the New York City office of FBR Capital Markets, a middle-market investment bank, where he worked in Institutional Equity Sales & Trading. Prior to FBR, Sean was an Associate at UBS.

Sean joined Inverness Graham in 2018. His primary responsibilities include internal accounting and reporting.

Prior to joining Inverness Graham, Sean held a Senior Accountant position with Citco Fund Services. His responsibilities included financial and regulatory reporting for hedge funds and private equity funds. Previously, he held numerous accounting positions at Brinker, Simpson & Company, LLC, where his experience includes audits of private companies and tax compliance. Sean is a Certified Public Accountant.

Steve joined Inverness Graham as part of the Value Creation Group in 2022. Steve’s responsibilities include driving strategic and financial initiatives across the portfolio, partnering with portfolio company CFOs to enhance business visibility, supporting financial diligence for new acquisitions, and preparing portfolio companies for exit.

Prior to joining Inverness Graham, Steve was a Senior Consultant within Deloitte’s Risk & Financial Advisory practice, assisting clients with finance transformation and financial reporting initiatives, accounting standards implementations, and process improvements.

Steve is a co-founder of Inverness Graham and is engaged with the firm’s Managing Principals and selectively with portfolio company CEOs and management teams. He serves on both the Flagship Fund and Green Light Fund Investment Committees.

Previously, Steve served as Chairman and CEO of Graham Engineering Corporation and Senior Group Vice President and CFO of the Graham Companies and Graham Packaging. Prior to joining the Graham Group, Steve was a Senior Manager with Ernst & Young LLP.

Suzy joined Inverness Graham in 2013. Her responsibilities include accounting and reporting to limited partners, as well as internal accounting and reporting.

Prior to joining Inverness Graham, Suzy held numerous accounting leadership positions. Her experience includes Manager at Grant Thornton, in addition to accounting leadership roles at both public and private companies. Suzy is a Certified Public Accountant.

Trey joined Inverness Graham in 2015. His responsibilities include sourcing new investment opportunities, negotiating acquisition and financing transactions, and providing post investment support for a number of Inverness Graham’s current portfolio companies.

Prior to joining Inverness Graham, Trey worked at Janney Montgomery Scott in investment banking.

Trey joined Inverness Graham in 2002. He is a member of Inverness Graham’s Executive Leadership Group and serves on both the Flagship Fund and Green Light Fund Investment Committees. His deal responsibilities include sourcing and assessing investment opportunities, coordinating financial and operational due diligence, negotiating acquisition and financing transactions and working with management teams post-acquisition.

Prior to joining Inverness Graham, Trey worked at GE Equity specializing in private equity and direct investments. Trey’s prior experience included positions at Lehman Brothers Venture Partners and in investment banking for Houlihan Lokey Howard & Zukin, where he advised various technology clients.

Wilson joined Inverness Graham in 2022. He is active across the Flagship Funds and Green Light Fund. His responsibilities include managing the Firm’s capital raising and investor relations activities and leading the Firm’s stakeholder efforts including sustainability.

Prior to joining Inverness Graham, Wilson was an Operating Partner at Common Sense Growth, a mission-driven incubation and investment company, as well as the Chief of Staff to the Founder & CEO at Common Sense Media. He previously worked at KKR and Hutchin Hill Capital, focused on capital raising and investor relations for private equity and hedge funds. He began his career at Lazard in private capital advisory.