M&A Deal Summary

Inverness Graham Investments Acquires Treat Planet

On January 25, 2023, private equity firm Inverness Graham Investments acquired consumer services company Treat Planet

Acquisition Highlights
  • This is Inverness Graham Investments’ 1st transaction in the Consumer Services sector.
  • This is Inverness Graham Investments’ 33rd transaction in the United States.
  • This is Inverness Graham Investments’ 3rd transaction in Missouri.

M&A Deal Summary
Date 2023-01-25
Target Treat Planet
Sector Consumer Services
Buyer(s) Inverness Graham Investments
Deal Type Recapitalization
Advisor(s) Integris Partners Ltd. (Financial)

Target

Treat Planet

Earth City, Missouri, United States
Treat Planet produces and makes natural, healthy, eco-friendly premium pet products sourced. Treat Planet was founded in 2009 and is based in Earth City, Missouri.

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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 33 of 36
Sector (Consumer Services) 1 of 1
Type (Recapitalization) 4 of 5
State (Missouri) 3 of 3
Country (United States) 33 of 36
Year (2023) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-10-03 Custom Agronomics

Palm City, Florida, United States

Custom Agronomics provides customized formulation and manufacturing of private-labeled liquid plant nutrition and other specialty products serving the specialty agriculture and turf & ornamentals markets. Custom Agronomics is based in Palm City, Florida.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-04-04 Innovia Medical

St. Paul, Minnesota, United States

Innovia Medical is a developer and manufacturer of products including ear, nose, and throat (ENT), Tissu-Trans, InstruSafe Instrument Protection Trays and Care + Maintenance Products, EarPopper and Minne Ties Agile MMF products. Innovia Medical was founded in 2015 and is based in St. Paul, Minnesota.

Buy -
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