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Funder directory / United States / Private equity firms

Inverness Graham

Private equityWayne, United StatesFounded 1996invernessgraham.comVerified 9 Nov 2026

Inverness Graham is an operationally focused private investment firm that acquires and partners with lower middle market businesses leveraging technology. The firm focuses on driving organic growth and scaling platforms through add-on acquisitions across healthcare, tech-enabled services, software, advanced manufacturing, and sustainability sectors.

StagesGrowth · Buyout
TicketEquity Investment Range: $40M – $80Mquoted from their site
Business modelB2B
Invests inUS
Deals recorded19 since 2004
Fund sizeWith more than $1.8 billion in assets under management de…quoted from their site

What they invest in

HealthSoftware and SaaSIndustrialClimate
  • Inverness Graham is an operationally focused private investment firm that seeks to partner with innovative, high-growth businesses leveraging technology in healthcare, tech-enabled services / software , advanced manufacturing, and sustainability source
  • Inverness Graham executes a proprietary Strategic Platform Build approach, focusing on driving both organic and acquisitive growth as a means of accelerating strategic transformation and value creation. source

Latest investments

All 19 dealsPRO
CompanyRoundAmountDateCo-investorsSource
Axcel Learning
Technology-Enabled Services / Software
––2026–Portfolio page
EasyLlama
Technology-Enabled Services / Software
––2026–Portfolio page
Cognito Forms
Technology-Enabled Services / Software
––2025–Portfolio page
BenefitHub
Technology-Enabled Services / Software
––2024–Portfolio page
Alliant
Technology-Enabled Services / Software
––2024–Portfolio page

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