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

RECENT TRANSACTIONS

CONTACT
INVERNESS
ADVISORS
Inverness Advisors, LLC
601 Montgomery Street, Suite 810
San Francisco, CA 94111
Phone: (415) 354-3244
tpeters@inverness-advisors.com
​