Inverness Graham Investments Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Inverness Graham Investments has acquired 1 company. It has also invested in 1 other.

Inverness Graham Investments’ most common sectors for investment aremanufacturing (17%) and medical products (17%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (42%) and secondary buyout (20%). In total, Inverness Graham Investments has invested in 21 US states. Its largest (disclosed) acquisition occurred in 2007 when it acquired Inventus Power for $63M.

In the last 3 years, Inverness Graham Investments has exited 1 company. The Firm’s most common exit type is secondary buyout (47%). Inverness Graham Investments’ largest (disclosed) exit occurred in 2015 when it sold AdvancedCath for $190M.

Join Mergr to view Inverness Graham Investments’ full profile and discover more middle-market private equity firm investors just like it.

M&A Summary

  • M&A Total Activity46
    • M&A Buy Activity31
    • M&A Sell Activity15
  • Total Sectors Invested 15
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 16
  • M&A Advisors 5

Inverness Graham Investments

3811 West Chester Pike, Building 2, Suite 100,
Newtown Square, Pennsylvania 19073
United States
(610) 722-0300
www.invernessgraham.com
ir@invernessgraham.com

Inverness Graham Investments is the private equity arm of The Graham Group. The Firm looks to make controlling investments in lower mid-market companies throughout the US. Inverness targets capital-efficient businesses with strong/sustainable cash flow, differentiated products, and operating in growing markets. The Firm seeks to commit $5 to $35 million in companies valued up to $75 million. Sectors of interest include aerospace/defense, biotech/pharmaceuticals, building materials, business services, consumer services, packaging, industrial equipment/components, electronic equipment, food/beverages, medical devices/supplies, energy & power products/services, specialty chemicals, and technology hardware. Prospective transaction situations include buyouts, growth capital financings, recapitalizations, consolidations, and divestitures. Inverness Graham Investments was formed in 2003 and is based in Philadelphia. The Firm has an additional office in Los Angeles.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Beverages, Building Materials, Business Services, Chemicals, Consumer Products, Consumer Services, Defense, Distribution, Electrical Equipment, Electronics, Energy Services and Equipment, Food, Healthcare Services, Information Technology, Manufacturing, Medical Products, Software, Technology Hardware

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Growth Capital, Recapitalization

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 10 50
Target EBITDA 2 10
Investment Size 5 35
Enterprise Value 20 75
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.4/yr) # 29 - 1 1 - - 31
vol $80M $80M
Sell (0.2/yr) # 14 - 1 - - - 15
vol $332M $332M
  46

Most Recent M&A

Company Date Value Type
Innovia Medical LLC 2023-04-04 - Secondary Buyout
St. Paul, Minnesota · www.innoviamedical.com
SupplyLogic WebbMason 2022-09-26 - Secondary Buyout
Kansas City, Missouri · www.supplylogic.com
Concord Servicing Corp. 2022-03-15 - Growth Capital
Scottsdale, Arizona · www.concordservicing.com
DataSource, Inc. 2020-06-24 - Merger
Kansas City, Missouri · www.data-source.com
SupplyLogic WebbMason 2020-06-24 - Consolidation
Kansas City, Missouri · www.supplylogic.com
Catheter & Medical Design, Inc. 2020-06-18 - Buyout (LBO, MBO, MBI)
Roseville, Minnesota · www.cathetermd.com
KICTeam, Inc. 2020-05-01 - Secondary Buyout
Auburn, Maine · www.kicteam.com
Syntrio, Inc. 2019-06-24 - Buyout (LBO, MBO, MBI)
Deerfield, Illinois · www.syntrio.com
Corsica Technologies 2018-11-01 - Growth Capital
Centreville, Maryland · www.corsicatech.com
Inter-Med, Inc. 2018-08-06 - Buyout (LBO, MBO, MBI)
Racine, Wisconsin · www.vistadental.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing 2 (17%) - 5 (16%) -
Medical Products 3 (25%) - 5 (16%) -
Business Services 1 (8%) - 4 (13%) 14M (17%)
Software 1 (8%) - 3 (10%) 3M (4%)
Electrical Equipment 1 (8%) - 2 (6%) 63M (79%)
Information Technology 1 (8%) - 2 (6%) -
Internet Software and Services 2 (17%) - 2 (6%) -
Building Materials - - 1 (3%) -
Communications - - 1 (3%) -
Defense - - 1 (3%) -
Electronics - - 1 (3%) -
Financial Services 1 (8%) - 1 (3%) -
Healthcare Services - - 1 (3%) -
Marketing - - 1 (3%) -
Test/Measurement Equipment - - 1 (3%) -
Total 12 - 31 $80M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 12 (100%) - 31 (100%) 80M (100%)
  California 1 (8%) - 5 (16%) 14M (17%)
  Illinois 1 (8%) - 4 (13%) 63M (79%)
  Minnesota 2 (17%) - 2 (6%) -
  Wisconsin 1 (8%) - 2 (6%) -
  Missouri - - 2 (6%) -
  Arizona 1 (8%) - 1 (3%) -
  Utah 1 (8%) - 1 (3%) -
  North Carolina 1 (8%) - 1 (3%) -
  Maryland 1 (8%) - 1 (3%) -
  Maine 1 (8%) - 1 (3%) -
  Kansas 1 (8%) - 1 (3%) -
  Georgia 1 (8%) - 1 (3%) -
  Texas - - 1 (3%) 3M (4%)
  Alabama - - 1 (3%) -
  Virginia - - 1 (3%) -
  Ohio - - 1 (3%) -
  Massachusetts - - 1 (3%) -
  Iowa - - 1 (3%) -
  Florida - - 1 (3%) -
  Connecticut - - 1 (3%) -
  Colorado - - 1 (3%) -
Total 12 - 31 $80M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 5 (42%) - 13 (42%) 3M (4%)
Secondary Buyout 4 (33%) - 6 (19%) -
Growth Capital 2 (17%) - 5 (16%) -
Recapitalization - - 3 (10%) 63M (79%)
Venture 1 (8%) - 3 (10%) 14M (17%)
Consolidation - - 1 (3%) -
Total 12 - 31 $80M

Exits by Deal Type

Type Total # Value
Secondary Sale 7 (47%) -
Trade Sale 5 (33%) 100M (30%)
Trade Sale - Public Company 2 (13%) 232M (70%)
Merger 1 (7%) -
Total 15 $332M

Top M&A Advisors

Financial Deals
Houlihan Lokey
 1
William Blair
 1
Legal Deals
Paul Hastings LLP
 4
Faegre Drinker Biddle & Reath LLP
 1
Drinker Biddle & Reath LLP
 1

Deal Values

buy # Total
< $100M 3 $80M
TOTAL $80M
Largest Inventus Power
$63M (2007-10-19)
sell # Total
$100M to $1B 1 $190M
< $100M 2 $142M
TOTAL $332M
Largest AdvancedCath, Inc.
$190M (2015-04-10)

M&A Connections

Deals
Acquired from
Investor(s)
19%
6 (19%)
Exited to
Investor(s)
47%
7 (47%)
Strategic(s)
53%
8 (53%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

PE Assets

1.0B USD

Established

2003

Specialist/Generalist

Generalist

Leadership

Scott Kehoe

Co-Founder & Managing Principal

Kenneth Graham

Co-Founder, Chairman & Senior Managing Principal

Steven Wood

Co-Founder, Vice Chairman & CEO

John Reilly

CFO

Aliya Khaydarova

Managing Principal

 Subscribe to unlock this and 193,848
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.5K Private Equity Firms
  • 184K M&A Transactions
  • 189K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.5K M&A Advisors
    (Investment Banks and Law Firms)
  • 72K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal