Investment Summary

Inverness Graham Investments and Balance Point Capital Partners Invest In Concord

On March 15, 2022, private equity firm Inverness Graham Investments and mezzanine finance firm Balance Point Capital Partners invested in financial services company Concord

Investment Highlights
  • This is Inverness Graham Investments’ 1st and Balance Point Capital Partners’ 1st transaction in the Financial Services sector.
  • This is Inverness Graham Investments’ 31st and Balance Point Capital Partners’ 34th transaction in the United States.
  • This is Inverness Graham Investments’ 1st and Balance Point Capital Partners’ 1st transaction in Arizona.

Investment Summary
Date 2022-03-15
Target Concord
Sector Financial Services
Investor(s) Inverness Graham Investments
Balance Point Capital Partners
Deal Type Growth Capital

Target

Concord

Scottsdale, Arizona, United States
Concord is a full-scope loan servicer delivering innovative, flexible, and scalable portfolio servicing and SaaS solutions to meet the demands of loan originators and capital providers across multiple asset classes including home improvement, solar, energy efficiency, and vacation ownership. Concord was founded in 1988 and is based in Scottsdale, Arizona.

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Investor(S) 2

Investor

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 31 of 36
Sector (Financial Services) 1 of 1
Type (Growth Capital) 5 of 5
State (Arizona) 1 of 1
Country (United States) 31 of 36
Year (2022) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-01-13 Electron Microscopy Sciences

Hatfield, Pennsylvania, United States

Electron Microscopy Sciences manufactures and distributes lab consumables and equipment for the microscopy and lab research markets. Electron Microscopy Sciences was founded in 1969 and is based in Hatfield, Pennsylvania.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-09-26 SLWM

Kansas City, Missouri, United States

SLWM is a tech-enabled marketing services provider, optimizing marketing effectiveness and procurement of the print, digital & creative, point of sale and branded merchandise categories. SLWM provides a fully outsourced, end-to-end solution that delivers critical, high ROI solutions for its clients. SLWM is based in Kansas City, Missouri.

Sell -
Investor

Balance Point Capital Partners

Westport, Connecticut, United States

Investor Investor Investor Investor Investor

Category Mezzanine Finance Firm
Founded 2007
PE ASSETS 1.7B USD
Size Small
Type Sector Agnostic
DESCRIPTION

Balance Point Capital Advisors is a provider of equity and debt capital to middle-market US-based companies. The Firm looks to invest $5 to $30 million in companies generating $10 $150 million in revenue. The Firm invest in the range of $15 to $75 million with and enterprise value of $10 to $150 million. Funds are used to support a variety of needs, including private equity sponsored buyouts, strategic acquisitions, refinancing's, management buyouts, leveraged recapitalizations, and growth capital financing needs. Balance Point Capital is based in Westport, Connecticut.

DEAL STATS #
Overall 34 of 46
Sector (Financial Services) 1 of 1
Type (Growth Capital) 20 of 26
State (Arizona) 1 of 1
Country (United States) 34 of 44
Year (2022) 2 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-01-18 ABTB Mid-Atlantic

Virginia, United States

ABTB Mid-Atlantic owns a portfolio of Taco Bell, Pizza Hut and KFC restaurants across the Northern Virginia and DC-Metro areas.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-06-07 Apollo Intelligence

Watertown, Massachusetts, United States

Apollo Intelligence is a provider of real-time data and insights to the healthcare and life science industries. The Apollo platform launched with its acquisition of InCrowd, a pioneer of real-time, automated insights for the life science industry, as the founding company. Apollo Intelligence was founded in 2019 and is based in Watertown, Massachusetts.

Buy -
Mergr

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