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.

Mike Coffey

Senior Operating Partner

Denis Connell

Principal

Frystock, Chris

Principal

Kenneth A Graham

Founder and Chairman

Kathy Jacoby

Director, Investor Communications

Aliya Khaydarova

Managing Principal

Moran, Matthew H.

Managing Principal

Michael Morrissey

Managing Principal

Nolen, Paul C.

Managing Principal

Sato, Garrett

Senior Operating Partner

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 mature managed IT services provider serving small, midsize, and large organizations across the nation for the past 16 years. Corsica's mission is clear - to provide customers with the best IT service possible, as efficiently as possible. In 2018, Corsica was honored as both 2018 MSP of the Year Award by SolarWinds MSP, as well as, MSP of the Year at the Channelnomics Awards. Corsica ranks among the world's 501 most strategic and innovative service providers, according to Channel Futures 11th Annual MSP 501 Worldwide Company 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 Global

Acquisition in 2018
EiKO Global distributes its branded LED lamps and fixtures globally. EiKO is committed to providing innovative products, unique solutions and unmatched support to its customers. EiKO is truly a global presence in the lighting industry.

SwipeClock

Acquisition in 2017
SwipeClock is a leading provider of cloud-based integrated workforce management software solutions that include automated time and attendance, advanced scheduling, and leave management capabilities. The company’s products including TimeWorksPlus, TimeWorks Mobile, and TimeSimplicity, enable more than 700 partners to help their clients manage their most important and expensive asset—employees. SwipeClock’s workforce management products enable more than 24,000 businesses to lower labor costs, comply with regulatory mandates, and maximize their profits.

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 is a provider of online recreational safety education, certifications and cloud-based agency management solutions. The company serves both outdoor enthusiasts and state and local government agencies in all 50 U.S. states, as well as Australia, Canada, Guam, Mexico, New Zealand, Puerto Rico and the United Kingdom. Through its modern learning management system, Kalkomey delivers regulatory-approved safety education courses and certifications for a broad spectrum of outdoor recreational activities, including boating, hunting, snowmobiling, ATVs and scuba diving, among others. Each year, the company trains and certifies nearly one million outdoor enthusiasts. Additionally, Kalkomey’s agency management solutions enable state agencies to drive greater operational efficiencies of key workflows from licensing and registration, to certification and event management, to compliance and reporting. Through the integration of its online safety education and agency management solutions, Kalkomey is able to deliver a single platform for recreational safety management that makes outdoor recreation more accessible, drives recreational activity participation and increases civic engagement.

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., a mobile asset management company, delivers real-time tracking and information management solutions. It provides system hardware, such as mobile terminals, power management, and sensors. The company also offers service plans, including Basic Tracking that provides location reporting based on a configurable schedule; and Smart Sensor Tracking, which incorporates a patented Smart Sensor in the GLS 210. In addition, it offers SkyBitz Partner and Leasing Application, a hosted solution that provides leasing companies the ability to track the location of unleased assets, as well as access to tracking solutions for their leasing customers. The company serves transportation, rail, intermodal, marine, energy, and heavy equipment industries. SkyBitz, Inc. was formerly known as Eagle Eye, Inc. The company was founded in 1995 and is based in Sterling, Virginia.

MarginPoint

Series E in 2006
MarginPoint is a provider of cloud-based indirect material management solutions for the industrial market. More than 400 industrial companies currently rely on MarginPoint solutions daily to reduce their indirect material spending and streamline their indirect material management processes. MarginPoint is uniquely focused on integrating the end-to-end indirect material lifecycle to deliver the highest possible ROI for customers. MarginPoint’s SaaS delivery model enables customers to rapidly deploy the solution without any significant up-front IT investment.

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 is the world’s leading provider of innovative decision support software, services and expertise.
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