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.

Aliya joined Inverness Graham in 2008. She serves on the 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.

Angie joined Inverness Graham in 2025. Her 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, Angie was an Investment Banking Analyst at Bank of America.

Annie joined Inverness Graham in 2025. Her responsibilities include coordination of executive calendars, arranging travel, meeting planning, and day-to-day office management. Prior to joining Inverness Graham, Annie was an Investor Relations Administrator at Keystone Development + Investment.

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.

Brian joined Inverness Graham as part of the Value Creation Group in 2025. Brian’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, Brian was a Financial Analyst at Infinite Blue / Everbridge.

Chris joined Inverness Graham in 2011. He serves on the investment committee. 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.

Daniel joined Inverness Graham as part of the Value Creation Group in 2026. 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.

Daniel brings more than 30 years of operating and leadership experience in global software and technology-enabled services companies. As a seasoned operator and board director, he has served as CEO across Fortune 500 enterprises, private equity-backed companies, and high-growth technology platforms—executing strategic transformations that scale growth and deliver successful outcomes for stakeholders.

Most recently, Daniel served as CEO of Assembly Software, where he led a comprehensive operational and financial turnaround, securing over $30 million in capital, restructuring debt and growing cloud product ARR to a $100 million run rate, achieving over 10x industry performance. He also launched AI-enabled products that drove a 5x increase in ARPU, expanded gross margins to over 87%, and achieved a Net Revenue Retention of 119%. Prior to that, he led transformative strategic growth at Mitel UCaaS, Switchfly and Openlane.

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 currently serves on the board of Inverness Graham’s single-use surgical products manufacturer, Innovia Medical, and Inverness Graham’s recently exited dental consumable manufacturer, Vista Apex. He previously served as Chairman and CEO of Danville Materials, a 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.

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 the Investment Committee. 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 managing the Firm’s investment banking and intermediary relationships, proprietary origination efforts and Industry Executive Partner (IEP) program.

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

Michael joined Inverness Graham in 2004. He is a member of Inverness Graham’s Executive Leadership Group and serves on the Investment Committee. 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 2026. Mike’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, Mike held various Corporate FP&A and Accounting positions, most recently serving as Senior Director at HHM Hotels, where he oversaw all Corporate Finance and Accounting functions. He is a Certified Public Accountant.

Paul joined Inverness Graham in 2012. He serves on the 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 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 the Investment Committee.

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.

Subbu joined Inverness Graham in 2025. 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, Subbu held various private equity investing positions at The Lightsmith Group, EQT Group, and Insight Equity and worked at Wells Fargo Securities in investment banking.

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.

Ulrich joined Inverness Graham as part of the Value Creation Group in 2026. 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.

Ulrich brings a distinguished 40+ year background across the public and private sectors, with extensive experience leading and managing private equity-owned and publicly traded businesses in Inverness Graham’s key focus areas. Most recently, he has been involved with multiple start-up ventures and currently serves on several corporate boards, both domestic and international. From 2018 to 2021, he served as 34^th Counselor of the United States Department of State, providing strategic guidance to the Secretary on foreign policy, advancing U.S. diplomacy and public outreach, and leading special diplomatic assignments.

Prior to his most recent government service, Mr. Brechbuhl was President of Appenzeller Point, LLC, a privately held investing and consulting business. He also served as Executive Chairman of Avadyne Health and held board roles with five other healthcare and financial services businesses. Earlier in his career, he served as the CFO and CEO of multiple privately held and publicly traded companies, where he helped scale businesses to achieve over 20% annual revenue growth, more than 50% annual earnings, and successful exit outcomes. He is a former U.S. Army officer and began his private sector career at Bain & Company.

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 the Investment Committee. 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.

Usha joined Inverness Graham as part of the Value Creation Group in 2025. Her responsibilities include leading AI initiatives both internally and across Inverness Graham’s portfolio with a focus on identifying and executing high-impact use cases, educating portfolio company leadership on best-practice implementation and embedding AI capabilities into day-to-day workflows to drive measurable value creation.

Usha brings over 20 years of technology experience leading AI, cloud and enterprise data integration programs that have delivered operational efficiency, scalable innovation, and revenue growth across global organizations. Prior to joining Inverness Graham, she served as Vice President, AI PMO at OpenText, where she scaled AI and cloud program management, guided cross-functional execution aligned with business objectives, led FedRAMP certification program and developed training and enablement programs to accelerate AI adoption by internal teams. Previously, at Liaison Technologies (acquired by OpenText), she managed complex data-integration and management programs across various industries including healthcare and earned the company’s “Chairman’s Award” for excellence.

Will joined Inverness Graham as part of the Value Creation Group in 2025. Will’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, Will held various positions at RSM across the Transactions Advisory Services and Assurance Services departments, assisting clients with financial due diligence, financial reporting initiatives, and accounting standards implementations.

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.