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INDEPENDENT ADVICE.  EXCEPTIONAL RESULTS.  

Over 300 closed transactions

Leading strategic and private equity buyers

Commitment to exceeding expectations

Track record of premium outcomes

About Us

ABOUT US

Inverness Advisors is a strategic advisor to middle-market and growth stage companies in the technology, media, enterprise services, healthcare and healthcare services sectors.  Inverness represents clients in M&A, financing and other strategic transactions.  Our partners have extensive experience, having run investment banking groups at firms including Hambrecht & Quist, Montgomery & Company, Cowen and Lehman Brothers.  The Inverness team has a strong track-record of success in closing transactions with the leading strategic and private equity buyers in the industry.

WHY INVERNESS?

Our approach is based on decades of experience and is underpinned by:

COMPANY POSITIONING

Proven ability to position clients for strategic value.

ACCESS TO BUYERS

Long standing relationships with leading strategic acquirors & private equity firms.

SENIOR-LEVEL ATTENTION

Committed senior-level leadership from start to finish.

RESULTS-DRIVEN EXECUTION

Efficient process to maximize client outcomes.

ABILITY TO CLOSE

Proven track record of success in every transaction situation.

FOCUS

AREAS

We have done deals across a wide spectrum of verticals.

TECHNOLOGY

 

SaaS

Enterprise Software

Mobile Communications

Cybersecurity

  

FinTech

AdTech/Marketing Tech

Public Safety

MEDIA

Online Publishing

Social Media

Gaming

  

 

Online Video

Digital Marketing

Digital Agencies

ENTERPRISE SERVICES

Consulting

Testing & Certification

IT Services

HEALTHCARE & HEALTHCARE SERVICES

Biotechnology 

Diagnostics

Medical Devices 

  

 

Pharmaceutical Services

Clinical Development

Medical Affairs Consulting

Transactions

RECENT TRANSACTIONS

CONTACT

INVERNESS

ADVISORS

Inverness Advisors LLC 
San Francisco, California


Phone: (415) 317-8000

tpeters@inverness-advisors.com

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