Inverness Graham

About The Fund

Inverness Graham is an operationally focused private investment firm with a history spanning over 21 years, during which they have conducted over 105 transactions and have managed assets totaling approximately $1 billion. The firm is driven by a commitment to partnering with innovative, high-growth businesses that leverage technology to serve industries such as healthcare, software and tech-enabled services, advanced manufacturing, and environmental sustainability. Their investment approach includes technology-oriented buyouts with a strong potential to scale organically and through acquisitions. Inverness Graham targets companies in a diverse set of sectors, including wireless communication, healthcare information technology, medical devices, component manufacturing, packaging, plastics, software, business services, energy, and power systems. They place significant emphasis on aligning interests with those of the companies they invest in, adding operational value, building strategic platforms, and engaging in proactive sourcing. Their approach is also characterized by their Industry Executive Program, where they collaborate with experienced leaders, providing them with business-building expertise and critical resources to help accelerate growth and maximize potential. The firm's website highlights their dedication to sustainability and showcases a portfolio that includes both active and exited investments, emphasizing their track record of value creation. Inverness Graham's strategies, notably the Flagship Strategy and the Green Light Strategy, underline their methodical approach to investment and highlight their ability to successfully exit investments while fostering sustainable practices.