PE  Inverness Graham

     Office Locations:

3811 West Chester Pike, Building 2, Suite 100
Newtown Square, PA 19073
Phone: 610-722-0300
Fax: 610-251-2880



  • Expansion
  • Middle Market



  • Business Services
  • Manufacturing & Industrial



    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 $30 million in companies with enterprise values between $20 million and $75 million and EBITDA between $3 million and $10 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
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    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.
    John Reilly Chief Financial Officer
    Kenneth A. Graham Senior Managing Principal
    Michael B. Morrissey Managing Principal
    Scott A. Kehoe Managing Principal
    Steven F. Wood Co-Founder and Operating Partner


    Portfolio companies include:

      B&B Electronics
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      Energy Solutions
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      Infiltrator Systems
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      Raco Wireless
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      SmartFlow Technologies
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