Growth Equity
Inverness Graham
Inverness Graham takes minority stakes in growing companies, usually without full control, from USA. It states a focus on healthcare & life sciences, software & internet, industrials & manufacturing and environmental & safety.
Stated investment criteria
What Inverness Graham says it buys
Read from Inverness Graham’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.
| Revenue it states | $10m to $100m1 |
| Maximum EBITDA it states | $20m1 |
| Transaction types | Add-on1 |
| People listed on its team page | 242 |
A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. The team figure counts the people the firm shows on one team page, so it is a floor rather than a headcount: firms that split their team across tabs or load it in pages will read low. Nothing here is a commitment by Inverness Graham to consider any particular business, and nothing on this page is represented as being for sale.
SEC filings
What Inverness Graham has raised
From this firm's own Form D filings. A fund files one within fifteen days of its first sale, under penalty of perjury, which makes these the hardest numbers on the page.
| Vehicles filed | 11 |
| Total capital raised | $330m |
| Largest single vehicle | $177m |
| Filing history | 2015 to 2025 |
| Smallest accepted commitment | None stated |
| Filed from | PENNSYLVANIA |
Form D covers US-domiciled vehicles raised from accredited investors. It will not capture a fund raised outside the United States, separately managed accounts, or capital deployed off balance sheet, so treat these as a floor rather than a total.
Regulatory record
How Inverness Graham is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | SEC registered |
| Regulatory assets under management | $1.6bn |
| Employees | 36 |
| Private funds advised | 29 · $1.6bn gross |
| SEC adviser number | CRD 157632 |
Portfolio
Disclosed holdings
Companies Inverness Graham lists on its own website. 12 carry a stated investment year.
| Company | Invested | Years held | Recorded transaction |
|---|---|---|---|
| B&B Electronics | 2008 | 18 | — |
| GPS Trackit | 2017 | 9 | — |
| Corsica Technologies | 2018 | 8 | — |
| Syntrio | 2019 | 7 | — |
| Biolyst Scientific | 2020 | 6 | — |
| Concord Servicing | 2022 | 4 | — |
| Custom Agronomics | 2022 | 4 | — |
| Innovia Medical | 2023 | 3 | — |
| Alliant | 2024 | 2 | — |
| BenefitHub | 2024 | 2 | — |
| Cognito Forms | 2025 | 1 | — |
| Axcel Learning | 2026 | 0 | — |
| Bb Elec | — | — | — |
| Biolyst | — | — | — |
| Corsicatech | — | — | — |
| Eiko | — | — | — |
| Empoweringfarmers | — | — | — |
| Energy Solutions | — | — | — |
| Faxitron | — | — | — |
| Foodchainid | — | — | — |
| Highimpactcs | — | — | — |
| Infiltratorwater | — | — | — |
| Inventuspower | — | — | — |
| Kalkomey | — | — | — |
| Kicteam | — | — | — |
| Korewireless | — | — | — |
| Lubrizolmeddevicecm | — | — | — |
| Marginpoint | — | — | — |
| Meskerdoor | — | — | — |
| Noblesworldwide | — | — | — |
| Skybitz | — | — | — |
| Smartflow Tech | — | — | — |
| Spirion | — | — | — |
| Supplylogic | — | — | — |
| Treatplanet | — | — | — |
| Vista Dental | — | — | — |
| Vitalpath | — | — | — |
| Www3 | — | — | — |
| Zestdent | — | — | — |
Compiled from Inverness Graham’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.
Valuation context
Transaction values in Healthcare & Life Sciences
What companies have actually sold for in healthcare & life sciences, across 1,263 recorded transactions.
The full healthcare & life sciences picture - most active acquirers, recent transactions and every investor in the sector.
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Comparable investors
Similar mandates
Other growth equity investors active in healthcare & life sciences.