Inverness Graham Investments Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Inverness Graham Investments has acquired 8 companies. It has also invested in 1 other.

Inverness Graham Investments’ most common sectors for investment are manufacturing (21%) and business services (14%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (45%) and secondary buyout (18%). In total, Inverness Graham Investments has invested in 20 US states. Its largest (disclosed) acquisition occurred in 2007 when it acquired ICC-Nexergy for $63M.

In the last 3 years, Inverness Graham Investments has exited 2 companies. The Firm’s most common exit type is trade sale (50%). Inverness Graham Investments’ largest (disclosed) exit occurred in 2015 when it sold AdvancedCath for $190M.

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M&A Summary

  • M&A Total Activity43
    • M&A Buy Activity29
    • M&A Sell Activity14
  • Total Sectors Invested 14
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 19
  • M&A Advisors 4

Inverness Graham Investments

3811 West Chester Pike, Building 2, Suite 100,
Newtown Square, Pennsylvania 19073
United States
(610) 722-0300
www.invernessgraham.com
ir@invernessgraham.com

Inverness Graham Investments is the private equity arm of The Graham Group. The Firm looks to make controlling investments in lower mid-market companies throughout the US. Inverness targets capital-efficient businesses with strong/sustainable cash flow, differentiated products, and operating in growing markets. The Firm seeks to commit $5 to $35 million in companies valued up to $75 million. Sectors of interest include aerospace/defense, biotech/pharmaceuticals, building materials, business services, consumer services, packaging, industrial equipment/components, electronic equipment, food/beverages, medical devices/supplies, energy & power products/services, specialty chemicals, and technology hardware. Prospective transaction situations include buyouts, growth capital financings, recapitalizations, consolidations, and divestitures. Inverness Graham Investments was formed in 2003 and is based in Philadelphia. The Firm has an additional office in Los Angeles.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Beverages, Building Materials, Business Services, Chemicals, Consumer Products, Consumer Services, Defense, Distribution, Electrical Equipment, Electronics, Energy Services and Equipment, Food, Healthcare Services, Information Technology, Manufacturing, Medical Products, Software, Technology Hardware

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Growth Capital, Recapitalization

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 10 50
Target EBITDA 2 10
Investment Size 5 35
Enterprise Value 20 75
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.8/yr) # 20 - 2 3 1 3 29
vol $80M $80M
Sell (1.0/yr) # 9 3 - 1 - 1 14
vol $332M $332M
  43

Most Recent M&A

Company Date Value Type
DataSource, Inc. 2020-06-24 - Merger
Kansas City, Missouri · www.data-source.com
SupplyLogic, Inc. 2020-06-24 - Consolidation
Kansas City, Missouri · www.supplylogic.com
Catheter & Medical Design, Inc. (CMD, Inc.) 2020-06-18 - Buyout (LBO, MBO, MBI)
Roseville, Minnesota · www.cathetermd.com
KICTeam, Inc. 2020-05-01 - Secondary Buyout
Auburn, Maine · www.kicteam.com
Syntrio, Inc. 2019-06-24 - Buyout (LBO, MBO, MBI)
Deerfield, Illinois · www.syntrio.com
Corsica Technologies 2018-11-01 - Growth Capital
Centreville, Maryland · www.corsicatech.com
Inter-Med, Inc. 2018-08-06 - Buyout (LBO, MBO, MBI)
Racine, Wisconsin · www.vistadental.com
EiKO Global LLC 2018-06-13 - Secondary Buyout
Shawnee, Kansas · www.eiko.com
Spirion LLC 2018-04-17 - Secondary Buyout
St. Petersburg, Florida · www.spirion.com
SwipeClock LLC 2017-07-12 - Secondary Buyout
South Jordan, Utah · www.swipeclock.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
KICTeam, Inc. 2020-05-01 Teknipure 2020-08-26 1
Auburn, Maine · www.kicteam.com Mesa, Arizona · www.teknipure.com
SupplyLogic, Inc. 2020-06-24 DataSource, Inc. 2020-06-24 1
Kansas City, Missouri · www.supplylogic.com Kansas City, Missouri · www.data-source.com
Syntrio, Inc. 2019-06-24 Lighthouse Services LLC 2019-06-24 1
Deerfield, Illinois · www.syntrio.com Blue Bell, Pennsylvania · www.lighthouse-services.com
Inter-Med, Inc. 2018-08-06 Apex Dental Materials, Inc. 2019-04-29 1
Racine, Wisconsin · www.vistadental.com Racine, Wisconsin · www.apexdentalmaterials.com
GPS TrackIt 2017-06-07 Fleet Trax Vehicle Tracking Systems 2019-02-06 3
Roswell, Georgia · www.gpstrackit.com Mound, Texas · www.fleettrax.net
GPS TrackIt 2017-06-07 InTouchGPS LLC 2019-02-06 2
Roswell, Georgia · www.gpstrackit.com Lakeland, Florida · www.intouchgps.com
GPS TrackIt 2017-06-07 TSO Mobile 2019-02-06 1
Roswell, Georgia · www.gpstrackit.com Miami, Florida · www.tsomobile.com
SwipeClock LLC 2017-07-12 ApplicantStack 2019-01-15 2
South Jordan, Utah · www.swipeclock.com South Jordan, Utah · www.applicantstack.com
SwipeClock LLC 2017-07-12 Shugo LLC 2018-01-11 1
South Jordan, Utah · www.swipeclock.com Moorestown, New Jersey · www.myshugo.com

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing 2 (18%) - 6 (21%) 63M (79%)
Business Services 1 (9%) - 4 (14%) 14M (17%)
Medical Products 2 (18%) - 4 (14%) -
Software 1 (9%) - 3 (10%) 3M (4%)
Information Technology 1 (9%) - 2 (7%) -
Internet Software and Services 2 (18%) - 2 (7%) -
Building Materials - - 1 (3%) -
Communications - - 1 (3%) -
Defense - - 1 (3%) -
Electrical Equipment 1 (9%) - 1 (3%) -
Electronics - - 1 (3%) -
Healthcare Services - - 1 (3%) -
Marketing 1 (9%) - 1 (3%) -
Test/Measurement Equipment - - 1 (3%) -
Total 11 - 29 $80M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 11 (100%) - 29 (100%) 80M (100%)
  California 1 (9%) - 5 (17%) 14M (17%)
  Illinois 1 (9%) - 4 (14%) 63M (79%)
  Wisconsin 1 (9%) - 2 (7%) -
  Missouri 1 (9%) - 2 (7%) -
  Utah 1 (9%) - 1 (3%) -
  North Carolina 1 (9%) - 1 (3%) -
  Minnesota 1 (9%) - 1 (3%) -
  Maryland 1 (9%) - 1 (3%) -
  Maine 1 (9%) - 1 (3%) -
  Kansas 1 (9%) - 1 (3%) -
  Georgia 1 (9%) - 1 (3%) -
  Texas - - 1 (3%) 3M (4%)
  Virginia - - 1 (3%) -
  Ohio - - 1 (3%) -
  Massachusetts - - 1 (3%) -
  Iowa - - 1 (3%) -
  Florida - - 1 (3%) -
  Connecticut - - 1 (3%) -
  Colorado - - 1 (3%) -
  Alabama - - 1 (3%) -
Total 11 - 29 $80M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 5 (45%) - 13 (45%) 3M (4%)
Secondary Buyout 3 (27%) - 5 (17%) -
Growth Capital 1 (9%) - 4 (14%) -
Recapitalization - - 3 (10%) 63M (79%)
Venture 1 (9%) - 3 (10%) 14M (17%)
Consolidation 1 (9%) - 1 (3%) -
Total 11 - 29 $80M

Exits by Deal Type

Type Total # Value
Secondary Sale 6 (43%) -
Trade Sale 5 (36%) 100M (30%)
Trade Sale - Public Company 2 (14%) 232M (70%)
Merger 1 (7%) -
Total 14 $332M

Top M&A Advisors

Financial Deals
Houlihan Lokey
1
William Blair & Co. LLC
1
Legal Deals
Paul Hastings LLP
4
Drinker Biddle & Reath LLP
1

Deal Values

buy # Total
< $100M 3 $80M
TOTAL $80M
Largest ICC-Nexergy, Inc.
$63M (2007-10-19)
sell # Total
$100M to $1B 1 $190M
< $100M 2 $142M
TOTAL $332M
Largest AdvancedCath, Inc.
$190M (2015-04-10)

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
7 100%
Exited to
PE Firm(s)
53%
9 53%
Strategic(s)
47%
8 47%

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