– Inverness Graham announced the final closing of Inverness Graham Investments V (“Fund V”) at $400 million.
– Fund V brings the firm’s total assets under management (AUM) to more than $1.8 billion.
– Inverness Graham has raised over $825 million in capital commitments across all vehicles and fund strategies over the past three years.
– The firm focuses on acquiring innovative, high-growth companies where technology is transforming traditional industries.
– Fund V will continue Inverness Graham’s lower middle market control buyout strategy across North America.
– The fund targets founder-owned and founder-led businesses in Healthcare, Tech-Enabled Services and Software, and Advanced Manufacturing.
– Fund V has already completed investments in Cognito Forms and Axcel Learning.
– Ken Graham said the successful close reflects strong investor confidence in the firm’s investment strategy and operational capabilities.
– Inverness Graham currently manages two distinct fund strategies.
– The firm continues expanding its institutional capabilities in deal sourcing, transformative M&A, portfolio value creation, and AI enablement.
– Inverness Graham recently strengthened its Strategic Platform Build resources through senior promotions and the hiring of new operating and AI-focused executives with extensive industry experience.
