Intermediaries

Inverness Graham understands the value a financial advisor brings to the table when their client is looking to sell, recapitalize or raise equity for their company. Since time is our most valuable commodity and our reputation is our most valued asset, we look to minimize yield loss and pursue only investments in our focus area where we can be the best partner for the company. This focus and discipline assures that you are introducing your client to a qualified, highly motivated and focused prospective investor. Accordingly, if a deal is not for us, we will seek your permission to refer you to an investment firm where the company may be a better fit.

We stand ready to work with financial advisors on the sell-side or buy-side to help bring a growth-oriented equity solution to the table. Inverness Graham continues the Graham Group tradition of building businesses of enduring value. Given our heritage as both operators and investors, we understand the complex decision process that owners are faced with as they consider their financial options.

As we build our portfolio of platform companies, we are committed to working with financial advisory firms to both make new investments and review our alternatives for our portfolio. Please contact us at bizdev@invernessgraham.com