Alan joined Inverness Graham as part of the Inverness Graham Value Creation Group (VCG) in 2018. Alan is a Financial Operating Partner and works closely with the portfolio company management and financial teams. His responsibilities include performing financial diligence for new acquisitions, driving strategic and financial initiatives across the portfolio, and preparing portfolio companies for exit.

Prior to joining Inverness, 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’s current portfolio companies.

Alec joined Inverness Graham from TruArc Partners where he first joined in 2019 and most recently worked as a Senior Associate. His responsibilities included sourcing and assessing investment opportunities, coordinating due diligence and financing, and working with management teams post-acquisition. Previously Alec was with Bank of America Merrill Lynch in its Global Consumer & Retail Investment Banking Group.

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 as an intern at Walt Disney World in Orlando, FL.

Aliya joined Inverness Graham in 2008. 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 as an Investment Banking Associate 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 in 2022. His responsibilities include Board and advisory participation with various portfolio companies and assessing investment opportunities in specific markets aligned with his background and experience.

Prior to joining Inverness Graham, Bob worked as a Partner at AGC Partners, a leading technology focused Investment Bank, where he specialized in SaaS Software, Technology Infrastructure and HCIT markets.  Bob is also a seasoned entrepreneur and the former CEO & 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. 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 evaluating new investment opportunities and providing on-going support and supervision for Inverness Graham’s current portfolio companies.

Prior to joining Inverness Graham, Chris worked as an Investment Banking Analyst 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 evaluating new investment opportunities and providing on-going support and supervision for Inverness Graham’s current portfolio companies.

Prior to joining Inverness, Denis held numerous positions within KPMG and PwC. Most recently, Denis was a Senior Associate at KPMG within 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 Sato has over 30 years of extensive operating and executive leadership skills and accomplishments in business and philanthropy. His experience extends to providing transformative board services for profit, non-profit, public and privately held companies.

Currently, Mr. Sato servers as an Industry Executive Partner for Inverness Graham Investments, a private equity firm in Wayne, Pennsylvania and as Chairman of the Board for Vista Apex, an Intermed company. From December 2013 to February 2016, he served as Chairman and Chief Executive Officer of California-based Danville Materials LLC, a developer and manufacturer of dental materials.

In February 2016, Mr. Sato led the successful sale of Danville Materials LLC to Zest Dental Solutions, Inc. From June 2011 through December 2013, Mr. Sato served as a consultant and board advisor to several businesses, including New Zealand-based Triodent Corporation, where he served as a director; Santa Barbara, CA-based Isolite Corporation; Kyoto, Japan-based Shofu Corporation; Canada-based Clinicians Research Dental Inc.; and Japan-based Mani Corporation.

Mr. Sato also served as a board member for G&H Ortho, an orthodontic company owned by the private equity firm, Riverside Company. From October 2009 to June 2011, Mr. Sato was the Executive Vice President of Culver City, CA-based Discus Dental, a Philips Company. At Discus Dental, Mr. Sato helped plan and executed a successful strategic turnaround that resulted in the sale of Discus to Philips.

From February 1987, Mr. Sato enjoyed a successful career with Sybron Dental Specialties, a Danaher Company, and held various management, executive and President positions throughout his 23-year tenure with Sybron/Danaher. Garrett graduated from California State University Long Beach in 1982 with a B.A. in Marketing. He lives in Newport Beach, California and has two adult children.

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.

Jennifer joined Inverness Graham as part of the Inverness Graham Value Creation Group (VCG) in 2024. Her responsibilities include supporting the firm’s capital raising and investor activities, as well as contributing to Inverness Graham’s ESG efforts.

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 serving the health and wellness market as President and CEO, enabling stakeholders and investment partners to achieve favorable outcomes. Jim’s transaction experience includes leading the private equity carve-out of Noramco and Purisys 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. His responsibilities include financial administration, reporting, budgeting, forecasting and cash management. 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 the past 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. John is a Certified Public Accountant.

Ken Graham is the Founder and Chairman of Inverness Graham, an operationally focused, lower middle market private investment firm that has raised over $1 Billion since inception. 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, as a manager for turnaround consultants Mackenzie, Hovey and Associates, and was a co-founder of media technology and services firm Media Stream.

Ken currently serves on the National Advisory Board for Technology Transfer at the University of Michigan and as a trustee of Thomas Jefferson University. He is Vice Chairman of the Burke Mountain Academy Board of Trustees and is active in numerous other professional organizations in private equity and regional business.

Ken earned his B.A. from Dartmouth College and his MBA 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 their Healthcare Coverage 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 Inverness’ 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 Inverness’ portfolio company needs.

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

Matt joined Inverness in 2010 where he leads and manages the firms origination efforts for both its Flagship and Green Light strategies. His responsibilities include sourcing and evaluating new platform investment opportunities, working with Inverness Graham’s portfolio companies to develop and execute M&A strategies, and managing Inverness’ investment banking and key intermediary relationships in the middle market.

Prior to joining Inverness, Matt was an Analyst 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. His 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, Michael was a Vice President of Business Development with Boston-based Audax Group, a multi-billion dollar private equity firm that manages both a leveraged buyout and a mezzanine debt fund. 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 in 2022 as a Senior Operating Partner where he provides oversight of various portfolio companies, working closely with the CEOs and management teams post-acquisition to achieve strategic objectives.

Mike is an executive with 20+ years of progressive global SaaS experience spanning data, media, and the Internet of Things (IoT). Prior to joining Inverness, Mike has led four companies as CEO, including RISI, Wyless, MSC Sense, and DTiQ, where he helped stakeholders and investment partners achieve exceeding results.  Additionally, he served as COO at KORE Wireless following KORE’s acquisition of Wyless, where he helped drive integration and capture synergies.  He previously spent four years in varying senior roles in a multi-billion-dollar public organization, where he absorbed best of breed leadership and M&A experience.

Paul joined Inverness Graham in 2012. 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.

Paul joined Inverness Graham from Graham Partners where he worked since 2004 and most recently as a Senior Associate. His responsibilities included sourcing and assessing investment opportunities, coordinating financial and operational due diligence and working with management teams post-acquisition.

Ryan joined Inverness Graham in 2019. 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’s current portfolio companies.

Ryan joined Inverness Graham from H.I.G. Capital where he first joined in 2010 and most recently worked as a Vice President. His responsibilities included sourcing and assessing investment opportunities, coordinating due diligence and financing, and working with management teams post-acquisition.

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 (“VCG”). 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 most recently 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 within 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 Inverness Graham Value Creation Group (VCG) in 2022. Steve’s responsibilities include performing financial diligence for new acquisitions, driving strategic and financial initiatives across the portfolio, and preparing portfolio companies for exit.

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

Steve is a co-founder of Inverness Graham and currently serves as a Senior Advisor. He 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.

Suzy joined Inverness Graham in 2013. Her responsibilities include the 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.

Tonya joined Inverness Graham in 2024 where she leads VCG’s business visibility function, working closely with the CFOs and management teams post-acquisition to drive value creation and continuous improvement.

Tonya joined us from The Riverside Company, a leading private equity firm, where she served as Finance Director, overseeing the detailed analysis of financial performance, implementing best practices across reporting and forecasting processes and applying analytics and data-based insights to promote revenue growth and EBITDA expansion. Prior to Riverside, Tonya served as a financial executive for both publicly traded and private equity-backed, high-growth technology companies, including McBee, Alliance Global Services, the Neat Company, and Safeguard Scientifics, where she helped stakeholders and investment partners realize strong results.

As an executive with 30+ years of progressive financial experience working with lower middle market businesses – including 10+ years of private equity experience – Tonya brings significant expertise in developing and implementing solutions to help businesses navigate a variety of challenges and achieve rapid growth.

Trey joined Inverness Graham in 2015. His responsibilities include evaluating new investment opportunities and providing on-going support and supervision for Inverness Graham’s current portfolio companies.

Prior to joining Inverness Graham, Trey worked as an Investment Banking Analyst at Janney Montgomery Scott within their Infrastructure & Industrials Group.

Trey joined Inverness Graham in 2002. His 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 as part of the Inverness Graham Value Creation Group (VCG) in 2022. His responsibilities include managing the firm’s capital raising and investor activities and supporting Inverness Graham’s ESG efforts.

Prior to joining Inverness Graham, Wilson was an Operating Partner at San Francisco-based Common Sense Growth, a mission-driven incubation and investment company, as well as the Chief of Staff at Common Sense Media. He previously worked at New York-based 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.