Inverness Graham Investments

Inverness Graham Investments is a Wayne, Pennsylvania-based, operationally focused private equity firm investing in tech-enabled healthcare manufacturing and software businesses. The firm covers both Health IT/Healthcare Software and Medical Devices/MedTech, giving it a slightly broader product orientation than peer service-only sponsors. AI is not a stated thesis. Limited specific AUM detail appears in the source data.

Check sizes are $5M-$25M at the growth stage, supporting control buyouts and growth investments in lower-middle-market companies. Geographic deployment is primarily U.S. Specific portfolio companies are not listed in the input. Diligence is operationally rigorous, with focus on production efficiency, software gross margin, and add-on acquisition pipeline within specialty categories.

Founders should approach Inverness Graham when their MedTech or health IT business has crossed several million dollars of EBITDA and would benefit from operational partnership. The wrong investor for early-stage AI software bets. The right profile is a founder-CEO running a profitable specialty manufacturing or vertical software business who wants a control partner with an explicit operational improvement playbook.