Inverness
Private equityWayne · Growth · 7 people tracked
Also known as Inverness Counsel, Llc · INVERNESS GRAHAM INVESTMENTS, INC.
Find your way into Inverness
833 people in our graph share verified history with the Inverness team — schools, employers, funds. One of them is your warm intro.
Investment thesis
Inverness Graham is a private investment firm that takes an operationally focused, hands-on approach to backing innovative, technology-leveraging companies. It concentrates on four areas: healthcare, tech-enabled services and software, advanced manufacturing, and sustainability. The firm partners with proven leaders and brings business-building expertise and resources to help strong companies accelerate growth. Its repeatable value-creation model emphasizes alignment of interests, operational value-add, strategic platform building, and proactive sourcing supported by an industry executive program.
Source: firm website, verified Sep 1, 2026.
Team · 7 people
from the firm's website
What they invest in
from 32 of 54 portfolio companiesSaaS ×16Enterprise Software ×15Hardware ×13Advanced Manufacturing ×9Healthtech ×6Medical Devices ×6HR Tech ×4Logistics & Supply Chain ×4
HQs:United States×22
Investments · 54 tracked
founders shown can be your intro pathHealthcare / Advanced Manufacturing company
Marketing data and analytics provider using a membership model with first-party predictive transaction data to build consumer audiences for brands and agencies.
Axcel Learning operates a portfolio of mission-driven professional education and training companies across Technology, Architecture, Engineering, Construction, and Healthcare sectors.
EdTechEnterprise SoftwareFuture of WorkHR TechSaaS
BenefitHub operates an online marketplace and platform that aggregates employee discounts, voluntary benefits, rewards, and cash back offers for enterprise employers.
B2B MarketplacesEnterprise SoftwareHR TechSaaS
Cognito Forms provides a form-building and data-collection platform that enables organizations to customize surveys, order forms, lead forms, and work orders while integrating with external systems for automated workflows.
Cloud ComputingDeveloper ToolsEnterprise SoftwareFuture of WorkSaaSColumbia, US
Jamie Thomas(CEO)in
Concord provides portfolio administration and servicing solutions across consumer and commercial asset classes, serving lenders, originators, and investors in specialty finance markets with borrower management, compliance, and performance reporting capabilities.
Enterprise SoftwareFintechSaaSScottsdale, US
Corsica Technologies provides managed IT services, cybersecurity, AI consulting, and data integration solutions for mid-market businesses through a unified team on a flat-rate model.
AI & Machine LearningCloud ComputingCybersecurityEnterprise SoftwareSaaSGreenville, US
Custom Agronomics develops smart, high-performance solutions for agriculture.
Advanced ManufacturingAgTechNew MaterialsSaaSPalm City, US
Healthcare / Advanced Manufacturing company
Lean Operations software and consulting company focused on demand-driven operational improvement, headquartered in Englewood, CO.
Distributor of branded LED lamps and fixtures to the commercial and industrial lighting segments.
My Yield provides precision agriculture tools and products for farmers, including patented seed treaters and a proprietary nutrient optimization database (MYPAS) designed to identify and address yield-limiting factors.
AgTech
The company builds a software stack for energy logistics, including real-time monitoring, control, and SCADA systems with a data historian for pipeline and terminal operations in the oil and gas sector.
EnergyEnterprise SoftwareSaaS
Global supplier of pipeline management (leak detection and prevention) software for the oil and gas industry.
Healthcare / Advanced Manufacturing company
FoodChain ID provides software and consulting services for food and supplement companies to streamline product development, quality, safety and regulatory workflows.
AgTechEnterprise SoftwareFoodTechSaaSIowa, US
Conor Kearney(Chief Executive Officer)in
Co-investorsPaine Schwartz Partners
Provider of testing, certification, software, and services to the food and agriculture industries.
GPS Trackit provides fleet management technology including real-time GPS tracking, AI-powered video telematics, ELD compliance, asset tracking, and driver behavior monitoring for commercial fleets across North America and Latin America.
IoTLogistics & Supply ChainSaaS
Charles Kriete(CEO)in
High Impact Coaching & Strategies provides consulting, training, and certification services to manufacturing and supply chain companies implementing Demand Driven methodologies, including Demand Flow Technology and Demand Driven MRP.
Advanced ManufacturingEnterprise SoftwareLogistics & Supply Chain
Develops and manufactures power solutions including lithium-ion battery packs, chargers, docking stations, and power supplies.
Designer and manufacturer of engineered plastic systems for septic wastewater management; largest maker of leach field solutions in the onsite wastewater industry.
Infiltrator Water Technologies manufactures decentralized wastewater treatment products, including septic chambers, tanks, grease interceptors, and advanced treatment systems for residential, commercial, and community applications.
Advanced ManufacturingCleantechConstruction TechHardwareImpact & Social Good
Innovia Medical is a specialty surgical company that designs and manufactures single-use surgical instruments and reprocessing solutions for medical professionals.
HardwareHealthtechMedical DevicesSt. Paul, US
Inventus Power designs and manufactures advanced battery technology and engineered power solutions for customers across various industries.
Advanced ManufacturingEnergyHardwareGreenville, US
Pat Trippel(President & CEO)inChris Petrella(Executive Officer)
Co-investorsH.I.G. CapitalWP Global PartnersDeVC
Kalkomey provides education, compliance management, and operational tools for government agencies managing outdoor recreation programs, including boating, hunting, off-road, and watersports safety certifications.
ConsumerEdTechGovTechSaaSTexas, US
Kurt Kalkomey(Founder)in
Co-investorsWeatherford CapitalCove Hill PartnersMacquarie Capital
KORE develops an SGP.32 eSIM solution for enterprise IoT deployments, enabling flexible, programmable connectivity that can be managed and adapted remotely across global, long-lived device fleets.
Enterprise SoftwareHardwareIoT
Co-investorsABRY Partners
MarginPoint provides cloud-based multi-site facilities and inventory management software for property managers and other operators.
Laguna Hills, US
Co-investorsThe Argentum Group
A manufacturer of hollow metal steel doors offering various specialized door types for commercial and industrial applications, including bullet-resistant, hurricane, tornado, and thermal-performance variants.
Advanced ManufacturingConstruction TechHardwareHuntsville, US
Agronomic solutions platform offering prescriptive seed treatment and plant and soil health solutions sold directly to growers nationwide.
Nobles designs and tests ammunition feed systems and hardware for military platforms including fighter jets, helicopters, and weapon stations.
Advanced ManufacturingDefense TechHardwareSt. Croix Falls, US
Co-investorsLevine Leichtman
Technology-Enabled Services / Software company
SmartFlow Technologies is a leader in separation systems and consumables for bio-pharma, nutraceuticals, biofuels, and food markets, headquartered in Apex, NC.
SmartFlow Technologies designs and manufactures tangential flow filtration systems for high-solids separation across biopharmaceutical, food processing, and industrial applications.
Advanced ManufacturingBiotechCleantechHardwareSanford, US
SupplyLogic provides sourcing, fulfillment, and supply chain management services for multi-location retail brands, combining vendor management, distribution logistics, and a tech platform for asset management and campaign deployment.
B2B MarketplacesEnterprise SoftwareLogistics & Supply ChainMarketing TechRetail TechSaaS
Steve Kremser(Chief Executive Officer)in
Co-investorsGallant Capital
Swipeclock provides HR technology and workforce management solutions designed specifically for small businesses, including time and attendance tracking, scheduling, talent management, and benefits administration.
Enterprise SoftwareFuture of WorkHR TechSaaSSouth Jordan, US
Mike Caldwell(Founder)inColeman Barney(Executive Officer)in
Co-investorsAmbina Partners
Treat Planet makes natural, eco-friendly pet products, including organic dog treats focused on quality nutrition.
ConsumerDirect to Consumer
Doug Martin(President)in
Healthcare / Advanced Manufacturing company
VistaApex Solutions provides dental equipment and supplies focused on endodontics, including devices and materials designed to improve root canal treatment outcomes for dental clinicians.
HardwareHealthtechMedical Devices
VitalPath designs and manufactures complex catheters and precision laser components for medical device OEMs, offering rapid prototyping and full-scale production in ISO-certified cleanroom facilities.
Advanced ManufacturingDeep TechHardwareHealthtechMedical DevicesMinneapolis, US
Zest Dental Solutions designs, manufactures, and distributes dental care solutions including implant anchors, restorative materials, and diagnostic equipment.
HardwareHealthtechMedical DevicesCarlsbad, US
Max Zuest(Founder)Paul Zuest(Co-founder)inScott Mullaly
Co-investorsBC Partners
Portfolio news
latest coverage across their companies
Inventus · alleywatch.com · Aug 10, 2026
MarginPoint · nasdaqprivatemarket.com · Sep 2, 2025
Fund performance · per public LP disclosures
as of Jun 2020| Fund | Vintage | Committed | Net IRR | TVPI | DPI |
|---|---|---|---|---|---|
| Inverness Partners II, L.P.LPs: The Regents of the University of California | 2002 | — | 9.5% | 1.87x | 1.87x |
Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).
Frequently asked questions
- How many investments has Inverness made?
- Inverness has 54 tracked investments.
- What stage does Inverness invest at?
- Inverness invests at the Growth stage.
- What sectors does Inverness focus on?
- Inverness focuses on Advanced Manufacturing, AgTech, AI & Machine Learning, Climate Tech, Energy, Healthtech, Logistics & Supply Chain, SaaS.
- Where is Inverness located?
- Inverness is headquartered in Wayne, US.
- Who does Inverness co-invest with?
- Inverness most often shares deals with H.I.G. Capital, Levine Leichtman, The Argentum Group, among 9 tracked co-investors.
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