PE  Inverness Graham

http://www.invernessgraham.com/





     Office Locations:

The Graham Group
3811 West Chester Pike, Building 2, Suite 100
Newtown Square, PA 19073
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 $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
       
       
       
    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.
    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
        web link


      DataSource
        web link


      DemandPoint
        web link


      Energy Solutions
        web link


      ExtruMed
        web link


      Faxitron
        web link


      ICCNexergy
        web link


      Idibon
        web link


      Infiltrator Systems
        web link


      Nexergy
        web link


      Nexiant
        web link


      Nobles
        web link


      Raco Wireless
        web link


      Skybitz
        web link


      SmartFlow Technologies
        web link


      TechDevice
        web link


     

    Recent News:


      There is no recent news for Inverness Graham.