601 Montgomery Street, Suite 1210,
San Francisco, California 94111
United States
(415) 317-8000
www.inverness-advisors.com
tpeters@inverness-advisors.com
Inverness Advisors is an investment bank focused on providing strategic advisory services to middle-market and growth stage companies. The Firm provides capital raising and mergers & acquisitions advisory services to clients in the technology, media and healthcare industries. Founded in 2009, Inverness is a division of KEMA Partners and is based in San Francisco.
| Year | ≤ '19 | '20 | '21 | '22 | '23 | '24 | T |
|---|---|---|---|---|---|---|---|
| Buyside (0.0/yr) | 1 | - | - | - | - | - | 1 |
| Sellside (0.2/yr) | 5 | 1 | - | - | - | - | 6 |
| 7 | |||||||
| Target Company | Date | Value | Type |
|---|---|---|---|
| Sign-up to View | 2020-12-21 | - | Business Services |
| Sign-up to View | 2008-07-29 | 105M USD | Communications |
| Sign-up to View | 2008-06-27 | - | Communications |
| Sign-up to View | 2007-12-13 | 65M USD | Software |
| Sign-up to View | 2007-07-10 | 187M USD | Life Science |
| Sign-up to View | 2007-02-26 | - | Consumer Products |
| Sign-up to View | 2002-06-15 | - | Medical Products |
| View All >> | |||
| Sector | # | Value | |
|---|---|---|---|
| Communications | Sign-up to View | ||
| Life Science | Sign-up to View | ||
| Software | Sign-up to View | ||
| Consumer Products | Sign-up to View | ||
| Medical Products | Sign-up to View | ||
| Business Services | Sign-up to View | ||
| Total | Sign-up to View | ||
| State/Country | # | Value | |
|---|---|---|---|
| United States | Sign-up to View | ||
| California | Sign-up to View | ||
| Pennsylvania | Sign-up to View | ||
| Total | Sign-up to View | ||
| Type | # | Value | |
|---|---|---|---|
| Add-on Acquisition | Sign-up to View | ||
| Divestiture | Sign-up to View | ||
| Growth Capital | Sign-up to View | ||
| Total | Sign-up to View | ||
| Corporate (7) | Deals |
|---|---|
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
| Value | # | TOTAL |
|---|---|---|
| $100M to $1B | Sign-up to View | |
| < $100M | Sign-up to View | |
| TOTAL | Sign-up to View | |
| Largest |
JDS Pharmaceuticals LLC $187M (2007-07-10) |
|
