Inverness Graham

Inverness Graham is a private investment firm based in Pennsylvania, managing over $500 million in assets across multiple institutional investment funds. Established in 1996, the firm focuses on investments in lower mid-market companies, primarily in the United States. Inverness Graham specializes in acquiring and building high-growth, technology-enabled businesses, with a keen interest in sectors such as wireless communications, healthcare information technology, medical devices, packaging, software, and energy systems. The firm employs strategies such as buyouts, mergers, and growth capital investments to drive organic and acquisitive growth. Inverness Graham benefits from the extensive network and industrial expertise of the Graham Group, which has a notable history of innovation and success across various industries.

Steve Centrella

Associate

Mike Coffey

Senior Operating Partner

Denis Connell

Principal

DJ Conner

Senior Associate

Alan Custer

Senior Associate

Chris Frystock

Principal

Ryan Geary

Principal

Kenneth Graham

Co-Founder and Chairman

Matt Howard

Senior Associate, Origination

Luke Irons

Associate

Kathy Jacoby

Director, Investor Communications

Aliya Khaydarova

Managing Principal

Jim Mish

Senior Operating Partner

Matthew Moran

Managing Principal

Michael Morrissey

Managing Principal

Liam Mulhern

Associate

Paul Nolen

Managing Principal

Sean O’Reilly

Senior Associate

Bob Renner

Senior Operating Partner

Garrett Sato

Senior Operating Partner

Tom Shang

Principal

Jeff Silverman

Growth Operating Partner

Trey Simpson

Vice President

Alec Somers

Vice President

Trey Sykes

Managing Principal

Kohl Wimer

Associate

Steven F. Wood

Founder and Vice Chairman

Tonya Zweier

Financial Operating Partner

13 past transactions

Concord

Private Equity Round in 2022
Founded in 1988, Concord has been a driving force for innovation and a benchmark for performance in the portfolio servicing arena. Today’s companies demand a more sophisticated set of tools to handle the job accurately, quickly and with utterly predictable results, and Concord is perfectly poised to meet this demand with a dedicated focus in three key areas: Power, Performance and Personalization. Concord is in the business of harnessing the Power of their vast industry experience, the Performance of their leading-edge software and technology tools, and the flexible Personalization of all their business solutions to help clients achieve greater success. At Concord, third party servicing – whether at the Primary, Back-up, or Master Servicing level – is all they do. Because they do not lend money, buy portfolios, originate or broker transactions, there is no inherent conflict of interest when engaging Concord as your partner. As a business process outsourcing company, Concord offers their clients exceptional services, robust financial technology (FinTech), an experienced and tenured workforce, and a variable cost model that affords scalability and operational efficiency. Their on-demand technology solution, coupled with a comprehensive servicing strategy, affords their clients increased efficiencies in critical operational areas – allowing clients to focus on their core competencies.

Corsica Technologies

Acquisition in 2019
Corsica Technologies is a managed IT services provider that has been operational for 16 years, catering to small, midsize, and large organizations throughout the United States. The company focuses on delivering high-quality IT support and services, including network security and monitoring, project and systems management, data backups, disaster recovery, and strategic IT planning. By offering access to modern technology tools and resources, Corsica aims to enhance operational efficiency for its clients. The company has received recognition in the industry, being named MSP of the Year by SolarWinds MSP in 2018 and earning a spot among the world's most strategic service providers in the Channel Futures 11th Annual MSP 501 rankings.

Vista Dental Products

Acquisition in 2018
Vista Dental Products produces quality dental products which offer superior clinical results. Vista Dental Products is a manufacturer in dental and endodontic product solutions, small equipment, and ancillary consumable products.

EiKO

Acquisition in 2018
EiKO Global, LLC is a manufacturer and distributor of a wide range of lighting products, including LED lamps, ballasts, and various types of traditional lamps such as halogen, fluorescent, and incandescent. The company serves multiple industries, including automotive, industrial, commercial, and healthcare, providing both indoor and outdoor lighting solutions. Founded in 1978 and headquartered in Shawnee, Kansas, EiKO has established a global presence with additional offices in Canada, China, Europe, Korea, and Taiwan, along with warehouses located across several states in the U.S. The company maintains strategic partnerships to enhance its product offerings and is dedicated to delivering innovative solutions and support to its customers through a network of distributors worldwide.

Swipeclock

Acquisition in 2017
SwipeClock is a prominent provider of cloud-based workforce management software, specifically designed for small businesses. The company offers integrated solutions that streamline time and attendance management, advanced scheduling, and leave management. Its products, including TimeWorksPlus, TimeWorks Mobile, and TimeSimplicity, empower over 700 partners to assist more than 24,000 businesses in effectively managing their workforce. By automating key processes and integrating with popular payroll tools, SwipeClock's software helps clients reduce labor costs, ensure compliance with regulatory requirements, and enhance overall profitability.

GPS Trackit

Acquisition in 2017
GPS Trackit is an award-winning leader in cloud-based fleet and asset management, monitoring and video telematics solutions; delivering measurable ROI to thousands of businesses across the U.S. and Latin America. In addition to being honored on the 2019 Inc. 5000 list, GPS Trackit was named one of 2019’s Best GPS Fleet Tracking Services by Business News Daily, 2019 Best Value for GPS Fleet Tracking Services by Business.com, and one of the Top Companies of Fleet Management Technology by Digital Journal. Headquartered in Roswell, GA, the GPS Trackit family of brands includes InTouch GPS and TSO Mobile.

Kalkomey

Acquisition in 2016
Kalkomey Enterprises, LLC, also known as Boat Ed, is a provider of online recreational safety education and certification courses, catering to activities such as boating, hunting, snowmobiling, and off-road vehicle operation. Founded in 1995 and headquartered in Dallas, Texas, the company serves outdoor enthusiasts and government agencies across the United States and several international locations, including Canada and the United Kingdom. Kalkomey delivers regulatory-approved safety education through its advanced learning management system, training nearly one million individuals annually. In addition to online courses, the company publishes educational materials, including print manuals and video presentations. Kalkomey also offers cloud-based agency management solutions, enhancing operational efficiencies for state agencies in areas such as licensing, registration, and compliance. By combining its educational offerings with management tools, Kalkomey aims to improve accessibility to outdoor recreation and promote increased participation and civic engagement in these activities.

DataSource

Acquisition in 2012
DataSource has been helping companies develop and deliver multi-channel branded campaigns to local markets for the past 25 years. Their expertise, services, technology and products – driven by their people – are the keys to their growing success.

SkyBitz

Series D in 2007
SkyBitz, Inc. is a mobile asset management company that specializes in real-time tracking and information management solutions. Founded in 1995 and based in Sterling, Virginia, the company offers a range of hardware, including mobile terminals, power management systems, and sensors. Its service plans include Basic Tracking, which allows for location reporting on a configurable schedule, and Smart Sensor Tracking, which utilizes a patented sensor technology. SkyBitz also provides a hosted solution called the SkyBitz Partner and Leasing Application, enabling leasing companies to monitor the location of unleased assets and access tracking solutions for their customers. The company serves various industries, including transportation, rail, intermodal, marine, energy, and heavy equipment, offering clear visibility and assessment of remote assets globally.

MarginPoint

Series E in 2006
MarginPoint Inc. is a provider of cloud-based indirect materials management solutions tailored for the industrial sector. The company offers a comprehensive software platform, MarginPoint 8, which helps industrial organizations streamline their indirect materials processes, thereby reducing costs and enhancing profitability while maintaining operational efficiency. Key products include MarginPoint Storeroom for managing indirect material inventories, MarginPoint Mobile Storeroom for mobile inventory management, and various vendor and customer managed inventory solutions that automate replenishment processes. Additionally, MarginPoint provides vending solutions for automated dispensing of materials and integration toolkits for connecting with enterprise systems. The company serves a diverse range of industries, including construction, manufacturing, and healthcare, and has established a customer base of over 400 industrial companies. Founded in 1999 and based in Lake Forest, California, MarginPoint was previously known as Nexiant Inc. and rebranded in 2013.

DemandPoint

Venture Round in 2005
DemandPoint, Inc. provides management consulting, training, and technology services. It offers fulfillment systems and architecture, supply chains, manufacturing capability, operational excellence, information technology and systems architecture, and organizational and change management assessment services. The company also provides training and education, consulting and process design, and technology solutions. Its clients include medical devices, consumer products, pharmaceutical, logistics, aerospace/defense, contract manufacturing, and high tech/capital equipment industries. DemandPoint, Inc. was founded as Pelion Systems, Inc. in 1996 and changed its name to DemandPoint, Inc. in March 2007. The company is based in Englewood, Colorado.

DemandPoint

Series A in 2004
DemandPoint, Inc. provides management consulting, training, and technology services. It offers fulfillment systems and architecture, supply chains, manufacturing capability, operational excellence, information technology and systems architecture, and organizational and change management assessment services. The company also provides training and education, consulting and process design, and technology solutions. Its clients include medical devices, consumer products, pharmaceutical, logistics, aerospace/defense, contract manufacturing, and high tech/capital equipment industries. DemandPoint, Inc. was founded as Pelion Systems, Inc. in 1996 and changed its name to DemandPoint, Inc. in March 2007. The company is based in Englewood, Colorado.

Energy Solutions International

Venture Round in 2004
Energy Solutions International Inc. specializes in decision support software and services tailored for the energy sector, particularly in transportation, storage, marketing, and delivery. The company offers a range of pipeline management solutions, including PipelineStudio for design and analysis, PipelineManager for operations and leak detection, and PipelineDashboard for business intelligence. Additionally, it provides liquids management systems such as Synthesis for logistics and transaction accounting, as well as tools for scheduling and terminal management. Its gas management solutions encompass systems like GasStream for midstream operations and TransactionManager for regulated pipeline markets. The company's software is pivotal for pipeline leak detection, theft detection, and overall oil and gas management. Founded in 1976 and headquartered in Houston, Texas, Energy Solutions International operates both domestically and internationally, serving a global energy market.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.