Inverness Graham

Inverness Graham is a private equity firm founded in 1996 and based in Wayne, Pennsylvania. The firm focuses on acquiring and developing high-growth, technology-enabled businesses, particularly in the manufacturing, technology, software, and service sectors within the United States. Inverness Graham employs various investment strategies, including add-ons, buyouts, mergers, acquisitions, and growth capital. Additionally, the firm has introduced the "Green Light" strategy, which targets investments in sectors related to agricultural technology, energy transition, industrial transition, and infrastructure development. As a Registered Investment Adviser, Inverness Graham aims to build strategic platforms that foster innovation and sustainable growth in its portfolio companies.

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 A Graham

Founder and Chairman

Matt Howard

Senior Associate, Origination

Kathy Jacoby

Director, Investor Communications

Aliya Khaydarova

Managing Principal

Matt Moran

Managing Principal

Michael Morrissey

Managing Principal

Paul Nolen

Managing Principal

Sean O’Reilly

Senior Associate

Bob Renner

Operating Partner

Garrett Sato

Senior Operating Partner

Jeff Silverman

Operating Partner

Trey Simpson

Vice President

Trey Simpson

Vice President

Alec Somers

Vice President

Trey Sykes

Managing Principal

Steven Wood

Founder and Vice Chairman

Tonya Zweier

Financial Operating Partner

18 past transactions

Alliant - The Audience Company

Acquisition in 2024
Alliant is marketing data coop driving innovation for audience targeting, marketing insight, & profitable growth.

BenefitHub

Acquisition in 2024
BenefitHub is a customizable benefits and rewards platform focused on enhancing employee engagement and satisfaction. By offering a wide range of employee-centric benefits, such as discounts on everyday items, health and financial wellness resources, and electronic payment services, BenefitHub aims to support companies in recognizing and rewarding their employees' hard work and commitment. The platform provides an all-inclusive digital interface that facilitates a healthy work-life balance, helping organizations attract new talent and retain existing staff. Through its innovative offerings, BenefitHub fosters a workplace culture where employees feel valued and proud of their contributions to the company.

Innovia Medical

Acquisition in 2023
Innovia Medical is a designer and manufacturer of medical devices that specializes in products for various surgical specialties, including ear, nose, throat, and ophthalmology. The company was formed through the merger of Shippert Medical and Summit Medical, both of which have extensive legacies in the medical field. Innovia Medical aims to support medical professionals by providing innovative solutions that enhance the delivery of care and improve patient outcomes. Through its range of specialized devices, Innovia Medical is committed to advancing the quality of clinical care in the healthcare industry.

Custom Agronomics

Acquisition in 2022
Custom Agronomics is a manufacturer specializing in liquid nutrients, specialty chemistries, and high-performance wetting agents and surfactants. The company focuses on serving the agriculture, professional turf management, lawn care, and industrial markets. Custom Agronomics offers EPA-registered pesticide formulations and ultra-filtration systems, along with in-house design and printing of chemical-resistant product labels. This enables clients to receive tailored formulations for plant nutrition according to their specific needs.

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 serving small, midsize, and large organizations across the United States for 16 years. The company focuses on delivering efficient and high-quality IT services, including network security and monitoring, project and systems management, data backups, disaster recovery services, and strategic IT planning. Corsica Technologies aims to equip its clients with access to modern technology tools and resources, enhancing their operational capabilities. Recognized for its excellence, the company received the MSP of the Year Award from SolarWinds MSP in 2018 and was also honored at the Channelnomics Awards. Additionally, Corsica ranks among the world's top 501 strategic and innovative service providers according to Channel Futures' 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, LLC is a manufacturer and distributor of a wide range of lamps and lighting products. Its extensive product lineup includes ceramic metal halides, various types of lamps such as LED, HID, fluorescent, halogen, and incandescent, as well as specialized lighting solutions for automotive, industrial, and healthcare applications. The company serves diverse industries, including audio/video, commercial, stage/studio, and photographic sectors. Founded in 1978 and headquartered in Shawnee, Kansas, EiKO Global maintains a global presence with additional offices in Canada, China, Europe, Korea, and Taiwan, along with warehouses located in several U.S. states. The company collaborates with strategic partners like vosla GMBH and Sansi to enhance its product offerings and customer support.

Swipeclock

Acquisition in 2017
SwipeClock is a prominent provider of cloud-based workforce management software designed for small businesses. The company offers integrated solutions that streamline time and attendance management, advanced scheduling, and leave management, helping clients efficiently manage their workforce. Its products, which include TimeWorksPlus, TimeWorks Mobile, and TimeSimplicity, support over 700 partners and serve more than 24,000 businesses. By automating workforce management processes and integrating with popular payroll systems, SwipeClock enables clients to reduce labor costs, comply with regulatory requirements, and enhance profitability.

GPS Trackit

Acquisition in 2017
GPS Trackit is a leading provider of cloud-based fleet and asset management solutions, specializing in monitoring and video telematics. The company serves a diverse range of industries, including construction, delivery, distribution, and field services, helping businesses improve their operations, reduce costs, and enhance productivity. With a commitment to delivering measurable return on investment, GPS Trackit has gained recognition as a top provider in the GPS fleet tracking sector, receiving accolades from various industry publications. Headquartered in Roswell, Georgia, the company also includes brands such as InTouch GPS and TSO Mobile in its portfolio.

Kalkomey Enterprises

Acquisition in 2016
Kalkomey Enterprises, LLC, also known as Boat Ed, is a provider of online recreational safety education and certification courses focused on activities such as boating, hunting, snowmobiling, and off-road vehicle operations. Founded in 1995 and headquartered in Dallas, Texas, the company serves outdoor enthusiasts and government agencies across all 50 U.S. states, as well as in several countries including Australia, Canada, and the United Kingdom. Kalkomey's offerings include regulatory-approved courses delivered through a modern learning management system, enabling nearly one million individuals to receive training and certification annually. In addition to educational services, Kalkomey provides cloud-based agency management solutions that enhance operational efficiency for state and local agencies in key workflows, including licensing, registration, and compliance. By integrating its educational resources with agency management tools, Kalkomey aims to improve accessibility to outdoor recreation, promote participation, and foster 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. 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 various hardware products, including mobile terminals, power management systems, and sensors. SkyBitz provides service plans such as Basic Tracking, which allows for location reporting on a configurable schedule, and Smart Sensor Tracking, which utilizes a patented Smart Sensor in its GLS 210 model. Additionally, the company features the SkyBitz Partner and Leasing Application, a hosted solution that enables leasing companies to track the location of unleased assets and offers tracking capabilities for their customers. SkyBitz serves multiple industries, including transportation, rail, intermodal, marine, energy, and heavy equipment, ensuring comprehensive visibility and assessment of remote assets worldwide.

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.

Cognito

Cognito LLC is an online form builder based in Columbia, South Carolina, that enables users to create, publish, and manage a variety of forms, such as registration forms, payment forms, and surveys, without the need for coding. Founded in 2013, the platform allows for unlimited form creation and provides features that enable forms to be embedded directly into websites. Users can conveniently view form submissions from any device, making it an accessible tool for businesses and individuals looking to streamline data collection and enhance user engagement.
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