Articles from Inverness Graham

Inverness Graham, a Philadelphia-based buyout firm focused on acquiring innovative companies where technology is transforming traditional industry, announced today that its pet treat platform, Treat Planet, has acquired Bosco & Roxy’s, a market leader in premium, complex decoration, baked dog treats.

Inverness Graham, a Philadelphia-based buyout firm focused on acquiring innovative companies where technology is transforming traditional industry, announced today that its single-use surgical products manufacturer, Innovia Medical (“Innovia”), has closed on two strategic acquisitions in Grace Medical and Hurricane Medical. These transformative acquisitions accelerate Innovia’s strategic vision of building a vertically integrated manufacturer of physician-preferred, consumable surgical products specializing in Ear, Nose and Throat (“ENT”) and Ophthalmic procedures, as well as sterile processing systems.

Inverness Graham, a Philadelphia-based buyout firm focused on acquiring innovative companies where technology is transforming traditional industry, announced today that its marketing data and analytics company, Alliant, has acquired AnalyticsIQ. An innovator in predictive analytics and people-based marketing data, AnalyticsIQ blends cognitive psychology with statistical analysis to enhance behavioral targeting and drive marketing performance. The company utilizes survey-based methodology and machine learning to model consumer behavior and intent, enabling advertisers to reach high-value audiences and enhance campaign outcomes through more effective targeting and personalization. The acquisition of AnalyticsIQ strengthens the combined company’s market position and establishes it as a top-tier provider of comprehensive data-driven marketing solutions.

Inverness Graham, a Philadelphia-based buyout firm that acquires innovative companies where technology is transforming traditional industry, is pleased to announce that it has acquired Cognito Forms (“Cognito”), a rapidly growing SaaS-based provider of low-code / no-code workflow automation solutions. Founded in 2013, Columbia, SC-headquartered Cognito delivers an intuitive platform that empowers small and medium-sized businesses, non-profit organizations and governments to streamline data collection, automate workflows and enhance productivity—all without the need for a software developer. Cognito’s platform is architected to support complex organizational needs with powerful, logic-driven automations and advanced features that reflect real-world workflows and data, making its offering particularly well-suited for compliance-driven sectors such as healthcare, education and legal.

Inverness Graham Green Light Fund, the environmental sustainability focused lower middle market strategy of Inverness Graham, announced today that its agricultural yield solutions platform, My Yield, has partnered with ROI Biologicals (“ROI”), a leading provider of agronomic technology and plant and soil health formulations. Leveraging its proprietary analytics, ROI has pioneered a prescriptive, system-based approach to increasing yields. As a result, ROI has become a leader in the development of solutions that improve plant and soil health and reduce the overuse of fertilizer and synthetic chemistries. The addition of ROI complements My Yield’s high-performance seed treatment formulations and further positions the company as a leading agronomic solutions platform and a trusted advisor to progressive growers nationwide.

Inverness Graham (“IGI”), a Philadelphia-based buyout firm focused on acquiring innovative, high-growth companies where technology is transforming traditional industry, is pleased to announce the sale of Concord Servicing (“Concord”). Headquartered in Scottsdale, AZ, Concord is a leading provider of financial technology solutions to specialty loan markets including residential solar and energy efficient products.

Inverness Graham (the “Firm” or “IGI”), a Philadelphia-based buyout firm focused on acquiring innovative companies where technology is transforming traditional industry, is pleased to announce the final close of the Inverness Graham Green Light Fund (the “Fund”) at $238 million, exceeding its $200 million target. The Green Light Fund represents a new fund series at Inverness Graham, leveraging the Firm’s deep expertise in the lower middle market. The Fund was specifically formed to pursue control buyouts of high-growth, lower middle market businesses delivering “Environmental Sustainability Now” – focused on meeting the rapidly growing demand for decarbonization and improved environmental outcomes today. Financial return objectives are consistent with IGI’s longstanding investment criteria.

Inverness Graham Green Light Fund, a lower middle market buyout strategy focused on businesses that are drivers and beneficiaries of the acceleration towards a more environmentally sustainable future, announced today its third investment, a majority recapitalization of My Yield.

Inverness Graham Green Light, the environmental sustainability focused lower middle market buyout strategy of Inverness Graham, announced today that its Florida based portfolio company Custom Agronomics (“Custom Ag”) has acquired Clinton, NC based BioTek Ag (“BioTek”). The acquisition of BioTek expands Custom Ag’s range of private-labeled liquid plant nutrients, nitrogen stabilizers and other specialty products that help deliver key environmental improvements including yield enhancement and soil health. Further, the addition of BioTek extends the company’s reach in the Midwest and Southeast U.S. regions. Custom Ag is the second of three active portfolio companies in Inverness Graham’s Green Light strategy.

Inverness Graham (“IGI”), a Philadelphia based buyout firm that acquires innovative companies where technology is transforming traditional industry, is pleased to announce that it has acquired BenefitHub. Founded in 1999, BenefitHub provides a leading voluntary benefits and employee engagement platform serving over 10M employees, many of which are employed at global Fortune 1000 enterprise customers including Amazon, Walmart, Lowe’s, Johnson & Johnson, American Airlines, UPS, AT&T and Target. BenefitHub’s cloud-based technology platform enables employers the ability to offer their workforce with access to a large portfolio of voluntary benefits solutions, insurance products and discounted consumer goods and services, improving recruitment and employee retention. Advertisers can reach precise customer segments through BenefitHub’s technology platform with a market-leading return on investment. All of this value to BenefitHub’s customers, their employees and advertisers is enhanced through its deep data and analytics engine.