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.

Mike Coffey

Senior Operating Partner

Denis Connell

Principal

Chris Frystock

Principal

Kenneth A Graham

Founder and Chairman

Kathy Jacoby

Director, Investor Communications

Aliya Khaydarova

Managing Principal

Matt Moran

Managing Principal

Michael Morrissey

Managing Principal

Paul Nolen

Managing Principal

Garrett Sato

Senior Operating Partner

Trey Simpson

Vice President

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 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, 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 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 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 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 Inc. is a leading provider of decision support software and services tailored for the energy logistics and transportation sectors. Founded in 1976 and headquartered in Houston, Texas, the company operates globally across the Americas, Europe, the Middle East, Asia, and Africa. Energy Solutions International offers a comprehensive suite of pipeline management solutions, including tools for design, simulation, operations, and decision-making. Its products encompass various applications, such as logistics and commercial management systems for crude oil and refined product pipelines, scheduling software, and gas management solutions. These tools are integral for optimizing pipeline management, leak detection, and transaction accounting in the oil and gas industry. The company's expertise and innovative technologies support the efficient transportation, storage, and marketing of energy resources.

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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