Inverness Graham
Overview
Inverness Graham is a Philadelphia-based private investment and buyout firm that acquires innovative, high-growth companies in the lower middle market where technology is transforming traditional industries. The firm was founded by senior executives of the Graham Group and builds upon a 60-year legacy of operational excellence. It executes a proprietary "Strategic Platform Build" approach, focusing on both organic and acquisitive growth. Inverness Graham has two primary strategies: a Flagship strategy focusing on Healthcare, Tech-Enabled Services/Software, and Advanced Manufacturing, and a "Green Light" strategy targeting businesses driven by Environmental Sustainability.
Portfolio Companies
19
Website
invernessgraham.comInvestments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Cognito Forms | May 2025 | Buyout/LBO | Lead |
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Key People
Bob Renner
Sr. Operating Partner
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Inverness Graham based?
Inverness Graham is headquartered in Wayne, Pennsylvania, United States.
When was Inverness Graham founded?
Founding year information for Inverness Graham is not publicly available.
How many portfolio companies does Inverness Graham have?
Inverness Graham has 19 portfolio companies in Caplight's dataset.
What are some companies in Inverness Graham's portfolio?
Portfolio companies visible on Caplight include Cognito Forms.
What was Inverness Graham's most recent investment shown here?
Inverness Graham's most recent investment in this portfolio sample was in Cognito Forms in 2025.
What sectors does Inverness Graham focus on?
Inverness Graham focuses on Frontier & Industrial Tech, Healthcare & Life Sciences, Healthcare & Life Sciences, Enterprise Software, Healthcare & Life Sciences, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, Healthcare & Life Sciences, Frontier & Industrial Tech, Consumer & Commerce, Mobility, Transportation & Logistics, Enterprise Software, Frontier & Industrial Tech, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Cybersecurity, Enterprise Software, Frontier & Industrial Tech, Healthcare & Life Sciences, Healthcare & Life Sciences, Frontier & Industrial Tech, Enterprise Software, Enterprise Software, Enterprise Software, Frontier & Industrial Tech, Energy & Sustainability, Enterprise Software, Enterprise Software, Frontier & Industrial Tech, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure.
What company stages does Inverness Graham focus on?
Stage focus information for Inverness Graham is not publicly available.
What is Inverness Graham's AUM?
Inverness Graham's assets under management are estimated between $1.3B and $1.3B.