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Inverness was founded in 2009 to bring our M&A expertise to the middle market.

Our Commitment

We are committed to the success of our clients, focusing our decades of M&A experience on providing the best possible advice and deal execution.

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Our Services

Full service M&A execution, guiding our clients through transaction preparation, go-to-market, negotiation and closing.

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Our Track Record

Since 2009, achieved premium outcomes for our clients. Our team has successfully closed 300+ transactions across multiple sectors, deal sizes and structures.

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Our Focus

Mid-market technology, healthcare, digital media and enterprise services companies contemplating a strategic transaction.

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Successfully negotiated and closed multiple transactions with industry leaders across all sectors.

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Private Equity
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Strategic Buyers
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International Buyers
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Venture Capital

Our Team

At Inverness, senior partners lead every transaction. Our founders have been partners for 25 years and established Inverness on the principle that senior partners must lead every aspect of the engagement and be the primary point of contact, not only with clients but also with counterparties. This approach ensures a level of experience, creativity, relationships, judgment, and problem-solving that is critical to successful outcomes.

See Team