M&A Deal Summary

Inverness Graham Investments Acquires Alliant

On November 13, 2024, private equity firm Inverness Graham Investments acquired marketing company Alliant

Acquisition Highlights
  • This is Inverness Graham Investments’ 2nd transaction in the Marketing sector.
  • This is Inverness Graham Investments’ 38th transaction in the United States.
  • This is Inverness Graham Investments’ 2nd transaction in New York.

M&A Deal Summary

Date 2024-11-13
Target Alliant
Sector Marketing
Buyer(s) Inverness Graham Investments
Deal Type Buyout (LBO, MBO, MBI)
Advisor(s) BrightTower (Financial)

Target

Alliant

Brewster, New York, United States
Alliant is a marketing data and analytics provider, leveraging a co-op model to deliver consumer audiences to brands and advertising agencies in the U.S. Alliant was founded in 2004 and is based in Brewster, New York.

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Buyer(S) 1

Buyer

Inverness Graham Investments

Newtown Square, Pennsylvania, United States

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 2003
PE ASSETS 1.0B USD
Size Middle-Market
Type Sector Agnostic
DESCRIPTION

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 $20 to $80 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.


DEAL STATS #
Overall 38 of 38
Sector: Marketing M&A 2 of 2
Type: Buyout (LBO, MBO, MBI) M&A Deals 18 of 18
State: New York M&A 2 of 2
Country: United States M&A 38 of 38
Year: 2024 M&A 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-06-06 My Yield

Oelwein, Iowa, United States

My Yield is a specialty seed treatment provider of integrated seed treatment formulations, application systems and agronomic support solutions directly to growers. My Yield is based in Oelwein, Iowa.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2025-01-08 Concord

Scottsdale, Arizona, United States

Concord is a provider of software and administration services for specialized loan servicing. Concord was founded in 1988 and is based in Scottsdale, Arizona.

Sell -