PE  Inverness Graham Investments

http://www.invernessgraham.com/





     Office Locations:

1275 Drummers Ln #300
Wayne, PA 19087
Phone: 610-722-0300
Fax: 610-251-2880

 

Stages:

  • Expansion
  • Middle Market


 

Industries:

  • Business Services
  • Manufacturing & Industrial

  •  

    Description:

    Founded in 2003, Inverness Graham Investments, LP is a $250 million private equity fund that focuses exclusively on lower middle market transactions. The firm seeks to invest $5 million to $50 million in companies with enterprise values between $10 million and $100 million and EBITDA between $3 million and $15 million. Inverness Graham targets high-growth, technology-enabled manufacturing and service companies in industry segments where innovation is driving growth, such as: Medical/pharma manufacturing and processing; production, storage, and distribution of energy, power and water; and enabling technologies such as wireless and software. Inverness is sponsored by the Graham Group (see profile), a privately held concern founded in 1960 that is comprised of industrial and investment businesses with more than $2.5 billion in net assets.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Aliya Khaydarova Managing Principal
    John Reilly Chief Financial Officer
    Kenneth A. Graham Founder & Chairman
    Michael B. Morrissey Managing Principal
    Scott A. Kehoe Founder & Sr. Advisor

     

    Portfolio companies include:

     

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