{"id":5360,"date":"2026-05-13T20:32:00","date_gmt":"2026-05-13T18:32:00","guid":{"rendered":"http:\/\/stocks-future.com\/?guid=f9b28a292bb4ee43ebabe977b16f0157"},"modified":"2026-05-13T20:32:00","modified_gmt":"2026-05-13T18:32:00","slug":"inverness-graham-closes-fifth-flagship-buyout-fund-expanding-diversified-lower-middle-market-platform","status":"publish","type":"post","link":"https:\/\/stocks-future.com\/?p=5360","title":{"rendered":"Inverness Graham Closes Fifth Flagship Buyout Fund, Expanding Diversified Lower Middle Market Platform"},"content":{"rendered":"

WAYNE, Pa.--(BUSINESS WIRE)--Inverness Graham, a Philadelphia-based buyout firm focused on acquiring innovative, high-growth companies where technology is transforming traditional industry, today announced the final closing of Inverness Graham Investments V (\u201cFund V\u201d or the \u201cFund\u201d) at $400 million. The final close of Fund V brings the firm\u2019s total assets under management to more than $1.8 billion, with over $825 million in capital commitments raised over the past three years across all vehicles and fund strategies.<\/p><\/a><\/a>

\nWith more than two decades of investment and operational expertise in control buyout investments across the North American lower middle market, Fund V will continue Inverness Graham\u2019s strategy of partnering with founder-owned and founder-led businesses, primarily targeting opportunities in Healthcare, Tech-Enabled Services and Software, and Advanced Manufacturing.<\/p>

\nTo date, Fund V has completed two investments, both performing well and closely aligned with Inverness Graham\u2019s Strategic Platform Build<\/i> approach to building businesses of enduring value through operational enhancements and transformative M&A. These investments include Cognito Forms, a provider of low-code \/ no-code workflow automation solutions largely to compliance-driven sectors such as healthcare, education, and legal, and Axcel Learning, an online professional education, certification, and test preparation platform for end-markets where industry certification exams are critical for employment and career progression.<\/p>

\n\u201cThe successful closing of Fund V and more than $825 million of newly raised capital across our platform are a testament to the trust and confidence that our investors place in our Strategic Platform Build<\/i> approach and broader investment capabilities in the lower middle market,\u201d said Ken Graham, Co-Founder and Chairman of Inverness Graham. \u201cFund V represents the culmination of more than two decades of productive partnership with founder-owners, and we are more energized than ever to identify and build the next generation of market-leading lower middle market businesses in North America.\u201d<\/p>

\nThis milestone reflects a dynamic period of growth and evolution at the firm. Today, Inverness Graham manages two distinct fund strategies and continues to expand its institutional capabilities across deal souring, transformative M&A, portfolio value creation, and AI enablement. Inverness Graham has continued to invest meaningfully in its Strategic Platform Build<\/i> resources, including promotions of longstanding investment professionals to the Partner and Principal levels and the Value Creation Group\u2019s hiring of new Senior Operating Partners and a dedicated AI focused executive, each of whom brings 25+ years of relevant experience.<\/p>

\nRede Partners served as global fundraising advisor, and Latham & Watkins LLP served as legal counsel.<\/p>

\nAbout Inverness Graham<\/b><\/p>

\nInverness Graham<\/a> is a Philadelphia-based operationally focused buyout platform that partners with founder-owned and founder-led innovative, high-growth businesses where technology is transforming traditional industry. With more than $1.8 billion in assets under management, Inverness Graham brings institutional-scale capabilities to the North American lower middle market while maintaining a focused partnership approach with founder-owners and management teams. The firm\u2019s Flagship strategy targets high-growth businesses in Healthcare, Tech-Enabled Services and Software, and Advanced Manufacturing, while the Green Light strategy targets tech-enabled businesses where Sustainability is a key driver of accelerated growth.<\/p>

\nAcross its strategies, Inverness Graham combines deep sector expertise with an operationally intensive value creation playbook, leveraging robust dedicated resources across deal sourcing, operational enhancements, transformative M&A, and AI enablement. Founded by senior executives of the Graham Group, the firm builds on a more than 60-year legacy of operational excellence and entrepreneurial leadership.<\/p> Contacts<\/b>

\nWilson Tong\nwtong@invernessgraham.com<\/a>610-722-0300<\/p>","protected":false},"excerpt":{"rendered":"

WAYNE, Pa.–(BUSINESS WIRE)–Inverness Graham, a Philadelphia-based buyout firm focused on acquiring innovative, high-growth companies where technology is transforming traditional industry, today announced the final closing of Inverness Graham Investme…<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-5360","post","type-post","status-publish","format-standard","hentry","category-infos-businesswire"],"_links":{"self":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/5360","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5360"}],"version-history":[{"count":1,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/5360\/revisions"}],"predecessor-version":[{"id":5361,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/5360\/revisions\/5361"}],"wp:attachment":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5360"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=5360"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=5360"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}